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Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm. Founded in 2000 , Shim's vision was to provide personalized financial planning and asset management services to high net independent firm we are free to craft financial plans and make recommendations that fit our clients

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Millennial Wealth Management is a leading financial planning firm that offers virtual services to the Millennial

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consulting company that provides cloud-based accounting, ERP, Financial Planning & Analysis (FP&A), and Corporate Performance Management (CPM

Eddie Patel is a renowned specialist in financial planning and tax preparation based in Chicago's North