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Check out this article I found in the LEAFi knowledge base.<br /><br /><a href="https://charteroakfinancial.teamdynamix.com/TDClient/823/Portal/KB/ArticleDet?ID=20315">https://charteroakfinancial.teamdynamix.com/TDClient/823/Portal/KB/ArticleDet?ID=20315</a><br /><br />Phone List<br /><br />Contact info for Charter Oak advisors and employees across all offices