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Our trusted advisors will be happy to answer your questions.
James J. Kelley
PresidentCarol A. Idone CFP®, AIF®
Vice President, Client Relationship Management & ConsultingWilliam H. Desormeau, Jr. CFP®, AIF®
Vice President,
Retirement and Investment Services
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What People Are Saying:
"Our board is very comfortable with where the plan is right now because of what we've done with SBS."
Marcy Dreimiller
Director, Human Resources at Saratoga Hospital