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Strategies to Main Street Folks! Invest | Insure | Manage | Retirement Planning We are in the business of helping important considerations in your overall financial success. Our approach can help you invest for all your insurance needs, transition to and live in retirement and provides a plan to successfully transfer

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owned and operated property management company that specializes in residential rental homes and small multiplexes. We understand be proud to call home, while maximizing investor return. Combining the strength, efficiency, and resources of a that give them peace of mind, knowing their investments are in reliable hands.

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We specialize in helping people who are either approaching or already retired to create and manage a financialfuture. Our services focus on long-term investments, crafting a retirement income plan, as well as estate planning.We take pride in the quality of our

We are Certified Financial Planners® and investment advisors who specialize in retirement planning and wealth management. We never clients are either very close to retirement or have already retired. We also help younger business owners it is up to date and that investments are performing well. As a NAPFA-registered

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boutique real estate firm that specializes in both residential and commercial sales and leasinginvestors and owners in managing and maintaining their properties and maximizing their investment returns. Represented property represented many individuals and businesses in their real estate needs in New York City area.

have the client--and only the client--in mind. We understand the challenges families face for college all while looking ahead towards retirement and in retirement making sure those assets are managed accordingly not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our

proud to be independent and unbiased fiduciaries – Accredited Investment Fiduciaries. Our mission is to provide clients with world-class people, resources, and services. We specialize in retirement planning, estate planning, tax mitigation, business planning and

personal finance such as budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating how much money to minimize your risk and maximize potential returns. Lastly, alternative investments are investments that fall outside the traditional stock

just beginning to plan for retirement to those who are already in retirement and need to make sure your goals. No matter where you are in your retirement journey, we have the tools and knowledgeour clients’ financial success, offering personalized advice and investment advice tailored to your individual needs. Our