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Financial Services
Losing sleep over your investment strategy? Finding the right financial products and counselors can be frustrating, even scary. A great way to find and compare services is by reading their e-newsletters. The articles, reports, and service updates will help you make an informed decision.
| Title | Description | List Name | Last Updated by |
|---|---|---|---|
| Registered Customers | Customers who sign up and submit their email address | NewlyRegisteredCustomers | 2024-08-14 16:45:00 by Lennart |
| All Clients - Master List | All clients that come in must be sent to this list, they will stay here until they turn into Do not Contact or terminated | Tax Goddess Clients List | 2026-10-02 17:30:00 by Shauna |
| Basic Income Tax Prospects | This is a listing of all Prospects clients for our Basic Tax Training. | Basic Income Tax - Prospects | 2024-09-11 15:00:00 by Dr. Cozette M. White |