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(401) 738-7776
A member of Forbes, Lax & Co. is an independent Rhode Island based firm offering concierge financial planning to high net-worth individuals, business owners, and their families. For half a century, this firm has been an industry leader and trusted advisor. Lax & Co. is a proud owner of Lion Street, a privately held, adviser-owned life insurance distribution
Polly Leonard Do —
Positive: Professionalism, Quality, Responsiveness, Value
Lax and Co. Put the client first. They truly care about your
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