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Financial Advisor   

$13MM AUM | $85,849 GDC in Poughkeepsie, NY

Member Level
Basic
Last Activity
this week

Business Mix:

58% Comm
42% Fee

General

Location
Poughkeepsie, NY, US
12 Month Gross Revenue
$85,849
Number of Accounts
290
Avg Client Age
60

Overview

Fee Based Financial Planning Firm that manages client assets while providing insurance solutions to their insurance needs.

 
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