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+1 718-559-6250
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9201 4th Ave, Brooklyn, NY, 11209
b/t 93rd St & 92nd St
Fort Hamilton, Bay Ridge
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740 ftBay Ridge - 95th Street (R)
0.3 mi86th Street (R)
0.8 mi77th Street (R)
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Specialties
Financial planner and Registered Investment Advisor based in Brooklyn that offers financial advice to individuals, families and small businesses.
We were founded with the sole mission of helping you take control of your financial future. We can help you with retirement planning, college planning, tax planning, estate planning, investment management and many other financial questions.
We take pride in the fact that we have a different business model than most financial services firms.
We do not believe in high pressure sales tactics.
We do not get kickbacks or referral fees from anyone.
We do not accept commissions to sell financial products of any kind.
We minimize conflicts of interest so that you don’t have to worry about hidden motives behind the advice that we give you.
Please visit our website at the link above to learn more.
