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The Monitor Group provides fee-only wealth management and advanced financial planning services to families across the United States. We combine Modern Portfolio Theory, stochastic modeling, investment discipline and a wealth of experience to provide you with expert solutions to your financial goals…
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As a recognized expert in financial planning, Jeffrey Zures has been interviewed for such publications as The Wall Street Journal, Bloomberg News, Morningstar and other national publications. Before founding Sanchez & Zures, Jeffrey represented various financial institutions including Merrill Lynch…