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  • “We are a fee-based professional practice integrating investment, tax and legal
    services built upon 3 bedrock principles: Performance, Integrity and Independence.
    We’ll bring you innovative planning ideas and unbiased advice. As a Fiduciary,
    we must always put your interests first. We invite you to learn more about our
    Firm and consider the benefits of joining our client family.”
    "He who pursues righteousness and love finds life, prosperity and honor” – Proverbs 21:21

Performance

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  • Tim Miller

We deliver highly personalized, integrated financial services.

Integrity

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As a Fiduciary, we must put your interests first.

Independence

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As an independent Registered Investment Advisor, we’ll bring you innovative ideas and unbiased advice.

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70 E Main St, Moorestown, NJ 08057

Tel: (856) 222-0110

Daniel Roccato dan@quakerwm.com

Address: 70 E Main St Moorestown, NJ 08057 Tel: (856) 222-0110

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Performance
Integrity
Independence

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