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In order for you to feel comfortable regarding the possibility of doing business, we first need to get acquainted. A meeting helps me to learn what you are looking for in a financial services firm, additionally, it allows me the opportunity to describe my experience, services and results with you. References are happily provided upon request.

To schedule a meeting with James Waldal, please call him at (360) 331-1670 or email james.waldal@lpl.com

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