
4D Tax & Financial Planning
Planning is a professional fee-based financial planning service that helps people starting point to create a comprehensive financial plan that will help our clients achieve a secure financial future. Our team of experienced professionals understand needs are, we will do our best to provide you with the top-

Kevin Kautzmann, CFP - EBNY Financial LLC
services through SagePoint Financial. We offer fee-based and commission-based financial planning services with a CFP®: Certified Financial Planner™. EBNY Insurance Services, individual and scholastic plans, and can find the best rates on the market.

Value Investment Professionals
team of experienced professionals provide comprehensive investment advisory, financial planning, and estate planning services. We focus and minimizing the costs of investments. Our fees are based solely on assets under management and not a wide variety of sources for the best investments for our clients. Our level of

Piermont Wealth Management
Piermont Wealth Management is a financial planning firm based in New York, offering guidance to individuals experienced team of planners have decades of experience assisting clients with their financial goals, such as retirement planning, tuition savings, and more. We operate on a fee-