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Heritage Financial Services, LLC (“Heritage”) and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Heritage. The Best in Business IMPACT Award ^TM, part of Schwab’s IMPACT Awards® program, is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services.

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