As a whole-service independent financial planning company located in Rockland County with 35 years in the financial planning and wealth management industry, we strongly believe in making a difference in the lives of those who cross our path. From answering your phone calls to responding to your emails, meeting with you one-on-one and providing you with quarterly updates, our team of financial service professionals will put your needs first.
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In Business Since 2008
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This company is committed to your success.
Personalized service by competent and caring professionals with great communication - what more could you ask for
They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities.
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