Overview

WE ARE DUAL REGISTERED RIA/RR WITH CPA FIRM AFFILIATE FOR COMPLETE TAX AND ESTATE PLANNING FOR BOTH BUSINESS AND INDIVIDUAL CLIENTS. CLIENTS SUBSTANTIALLY IN TRI-STATE AREA WITH THE BALANCE IN 5-6 OTHER STATES THAT WE ARE AUTHORIZED IN.

PROVIDE MULTI-FAMILY OFFICE SERVICES TO SEVERAL FAMILIES INCLUDING BILL PAYING AND ELDER CARE SERVICES.

Market
Advisor/RIA
Last Activity
within 2 months

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