Our experienced, dual-credentialed CERTIFIED FINANCIAL PLANNER™- and MBA- investment team in New York City (N.Y.), Englewood Cliffs (N.J.), and Santa Fe (N.M.) would be happy to answer any questions you may have about investment and retirement planning.
To create and implement a financial plan that best suits your needs, contact us to learn about our wealth planning process. Our team has over 25 years' of experience in professional finance. We assist individuals and families in the New York City area, Bergen County (New Jersey), Santa Fe (New Mexico), and surrounding areas. We serve clients throughout the country with their retirement planning, investment management, and cash-flow needs. We are held to the fiduciary standard which obligates us to put your interests ahead of our own. We do not accept commissions or other compensation from financial product companies. Rather, our clients compensate us directly for our professional, independent, and objective advice.
Our offices are conveniently located near Columbus Circle on 8th Avenue between 57th and 58th street (just south of Central Park) in Manhattan, and on Washington Avenue between Marcy and Palace, just steps from Santa Fe's historic plaza in New Mexico. In Bergen County, New Jersey, our office is located near the George Washington Bridge, off the Palisades Parkway on Exit 1, close to Route 4, I-95, and Route 46.
We are always willing to work virtually to save you time. Call or contact us for a no-obligation consultation with a certified financial advisor.
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