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Old Field Advisors LLC
Cultivate Your Financial Harvest
Old Field Advisors LLC
Cultivate Your Financial Harvest
To prepare for our initial meeting

Please complete the electronic Confidential Questionnaire at least a week prior to the meeting.
You may save incomplete forms and return to finish them at your convenience, if you
find you are missing important information.  Assume that we need solid estimates,
BUT don't torture yourself over minutiae.

To protect the privacy of your information, the electronic questionnaire is
encrypted prior to transmission to a secure server.

Checks and documents should be mailed to
P. O. Box 2338
Setauket, NY  11733

Fax Number:
(469) 398-0907

Our regular office hours are 8:30 am to 5:00 pm, Mondays through Fridays.



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