New York City, NY
5.02 Reviews
Since our inception in the mid-1990s we have based our organization on one principle: Do what's right for the client. By putting our clients first, we seek to provide comprehensive advice that is in their best interests. Our team structure—the Roundtable™—features knowledgeable specialists and advisors who offer broad and deep financial knowledge and experience. We’re independent, with no proprietary products, so you get objective advice. And, we believe in partnership. We’ll work to understand your values so that our financial recommendations match your objectives now and in the future. We have experience in investments, tax strategy, insurance, Social Security, group retirement plan consulting, Medicare, stocks, bonds, real estate and estate planning.
Services Provided
Senior Financial Advisors
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