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If You Are an Existing Client of the WBC at JEDI, please complete the form below to request a consultation.

Our staff will follow up with you and refer you to one of our consultants who will schedule a meeting with you.

You can also call 1-888-926-6670 to make an appointment with an advisor for a 1:1 consultation.   

PLEASE NOTE: If you have completed the client application process you may request a consultation. New clients must complete the application and intake process BEFORE scheduling a consultation.

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