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Preliminary Worksheet

Preliminary Worksheet

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112 Spring Street, Suite 302, Saratoga Springs, NY 12866 | 518-450-1755 | swa@sustainableadvisorsalliance.com

Advisory services provided by Sustainable Advisors Alliance, LLC, with Harry Moran, CFP®, AIF®, CeFT® as Investment Advisor Representative (IAR) also doing business under the name Sustainable Wealth Advisors. Sustainable Advisors Alliance, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

All written content on this site is for informational purposes only. Opinions expressed herein are those of Harry Moran and Sustainable Wealth Advisors. They are not to be construed as opinions of Sustainable Advisors Alliance, LLC. Material presented is believed to be from reliable sources. No representations are made as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Past performance may not be indicative of future results. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

SAA ADV Part 3 – Form CRS

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