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FEE based certified financial planner CFP NO load NEW York city.

Services/Products
NEW York city FEE based certified financial planner CFP with 20 years of wealth management experience. Pension plans. Securities investments. Insurance. Retirement planning. TAX managed investments. Gifts. Estates. Trusts. Education and general personal financial planning.
Payment method
debit
Location
Midtown Manhattan
Neighborhoods
Midtown East, Midtown Manhattan, NoMad
Languages
English, French, German, Russian, Spanish
Categories
Other Information

Parking: Self

Wheelchair Accessible: Yes

Details

Phone: (212) 729-9244

Address: 200 Park Ave, New York, NY 10166

Website: http://findoc1.com

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