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Do you have a friend or family member who could benefit from Banta’s unique independent approach to financial planning and wealth management? We greatly value referrals and promise to provide exceptional care to anyone you send our way. Take a moment to fill in this simple form or simply call us at 800-513-5899.

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We work objectively and tirelessly on your behalf. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>