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Our File Retention Policy

In order to protect clients’ data and information, we destroy all client files in accordance with the following policy. Five years after a file is closed is the “file’s termination date.” We reserve the right to destroy a file at any time during the calendar year in which the file’s termination date occurs. By way of example, a file that is closed on July 1, 2019 may be destroyed at any time on or after January 1, 2024. If you would like to obtain your file prior to its destruction, you may contact us at (330) 929-2676 or

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