Updated Friday, April 18, 2014 as of 10:20 PM ET
Practice - Practice Management
Protect Clients From Shady Deals
Financial Planning
Friday, March 15, 2013

When small business owners become successful, they become a magnet for questionable deals and speculative investments. So says Bethesda, Md., planner Jeff Leventhal, who has developed a specialized practice serving entrepreneurs.

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