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Client Relationship Summary & Regulation Best Interest Disclosures

Business Continuity
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Regulation BI Disclosure
Customer Relationship Summary (CRS)

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About Us

At PWR Planners, we have made a commitment to providing excellence in everything we do. Our mission is to bring intelligence, objectivity, integrity, advice, and truly individualized value added investment management.

Office

200 Brush Run Road, Suite A
Greensburg, PA 15601

Contact

(724) 672-3876
team@pwrplanners.com

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Securities offered through Trustmont Financial Group, Inc. Member FINRA & SIPC. Registered Investment Advisory services offered through Trustmont Advisory Group, Inc. 200 Brush Run Road, Suite A, Greensburg PA 15601, 724-468-5665 Trustmont Financial Group, Inc. and Trustmont Advisory Group, Inc. are affiliated companies and are not affiliated with any other named entity. For additional information about your investments and the products and services offered by Trustmont Group, please refer to the Client Relationship Summary and Regulation Best Interest Disclosure.

Accounting and tax preparation services offered through PWR Accounting & Tax Advisors. Trustmont does not provide legal or tax advice.

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