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Today, we are America's leader in financial planning. We have more than 110 years of history, and offer our clients a broad array of products and serv.. read moreices to help them save, spend, invest and protect the things that are important to them. Our unique and collaborative Dream > Plan > Track >® approach to financial planning offers each of our clients a one-to-one relationship with one of our more than 10,000 knowledgeable advisors.2 We have more than 2 million individual, business and institutional clients as of December 31, 2008 and reported $372 billion in assets owned, managed and administered.2

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