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Horizon Wealth Management

La Grange, Illinois

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OMS National Insurance Company

Schaumburg, Illinois

Asset Planning Corporation

KNOXVILLE, Tennessee

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Access Financial Services, Inc.

Minneapolis, Minnesota

Macchietto Roth & Company, P.C

Morris, Illinois

State Board of Administration

TALLAHASSEE, Florida

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Tate & Lyle

Hoffman Estates, Illinois

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Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

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Coval Anderson Coval

Easton, Massachusetts

Arch Insurance Group, Inc.

Nationwide

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ISCO INDUSTRIES INC

Louisville , Kentucky

Confidential

WAUCONDA, Illinois

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Solomon & Hoover CPAs

Fort Myers, Florida

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Budros, Ruhlin & Roe

Columbus, Ohio

KATHRYN V ROSS, CPA, PA

Orlando, Florida

Wilcox Arredondo & Co.

Canby, Oregon

ZINER & MURPHY, PC

STONEHAM, Massachusetts

BFG Financial Advisors

Timonium, Maryland

Vertex Accounting Partners, LLC

Downers Grove, Illinois

Delta Financial Advisors Inc.

Kensington, Maryland

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Covenant Living

Skokie, Illinois

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The Davey Tree Expert Company

Kent, Ohio

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NACM Connect

Rolling Meadows, Illinois

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Associate Financial Planner (CPA Preferred)
About CLS Financial CLS Financial Advisors is a wealth management firm that believes in authentic relationships and a commitment to people. We are a boutique financial planning and investment management firm located in Portland, OR and we strive to be the primary trusted source of financial advice for our clients. We specialize in financial planning with a strong tax focus because we believe that it is difficult to provide excellent financial advice without being fluent in the tax impacts. We are fee-only fiduciaries for our clients, and what gets us up in the morning is knowing that the care and expertise we bring to our work improves our clients’ lives.  About The Work We are looking for an associate financial planner to join our team. We hop


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