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  •  Tel: 303-858-9020
  •  Fax: 303-515-6531

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"It takes as much energy to wish as to plan."

- Eleanor Roosevelt

"People with goals succeed because they know where they are going."

- Earl Nightingale

"Wealth is not his that has it, but his that enjoys it."

- Benjamin Franklin

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We manage assets with many different custodians and investment companies. If you have accounts with us that are held at a company not listed below, please contact us and we will assist you in getting access through that company’s specific online viewing website. 

 

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Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Makkai Capital Group and Advisory Services Network LLC. Fidelity is a service provider both. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 908949.2.0

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509 North Wilcox Street, Suite 101, Castle Rock, CO 80104 United States

509 North Wilcox Street, Suite 101
Castle Rock, CO
80104 United States

  •  Tel: 303-858-9020
  •  Fax: 303-515-6531
  •  adam@makkaicapital.com

Advisory Services offered through Makkai Capital Group, A Member of Advisory Services Network, LLC.

 

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