Overview

I am an Accredited Investment Fiduciary, Certified Financial Planner, Certified Wealth Strategist and I’m the CEO of a boutique financial advisory firm, in Tarrytown, NY. I am celebrating my 30th year as a financial planner. I am actively looking to purchase practices and continuity planning leading to purchases. I have significant experience in asset practice purchases and continuity planning. I look forward to speaking with you to explore the possibilities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
1,299 days old

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