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Wollman started SBVRT after 15 years of working for large financial firms - he wanted to use his academic bookkeeping and financial coaching firm for small businesses and individuals helping create financial well-being through honesty, education, and disciplined planning.

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LLC, is an independent investment advisory and financial planning firm. Founded in 2000 by Shimshon Plotkin's vision was to provide personalized financial planning and asset management services to high million in assets for various clients. At PFA, we're in the business of making is in the best interest for our client.

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