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    Princeton, NJ

    300 Carnegie Center Drive, Suite 240
    Princeton, NJ  08540
    Phone: (609) 924-7250
    Fax: (609) 514-4725

    Point Pleasant Beach, NJ

    501 Broadway
    Point Pleasant Beach, NJ 08742
    Phone: (732) 899-1000
    Fax: (732) 899-3000


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      KB Financial Partners LLC - Broker Dealer Disclosure

      Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through KB Financial Partners, LLC. KB Financial Partners, LLC is independently owned and operated. KB Financial is a member of M Financial Group. Please go to https://www.mfin.com/disclosure for further details regarding this relationship.

      For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to https://www.kbfinancialcompanies.com/disclosures/.

      For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

      Check the background of these firms and investment professionals on FINRA’s BrokerCheck.

      This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

      KB Financial Partners, LLC dba KB Financial Partners Insurance Agency, LLC (CA Insurance License #0H85369)

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