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Our firm provides personalized Asset Management Services to High Net Worth individuals and institutions. We serve clients in New York City and thoughout the NE. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Scholtz & Co
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**NAPFA Member** We provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance. Our clients benefit from our expertise and genuine service. NEW CLIENT min. portfolio size = $1,000,000... more info about Altfest Personal Wealth Management
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We are a strategic component within Citrin Cooperman (an accounting and business consulting firm founded in 1979). We specialize in helping businesses and entrepreneurs succeed. NEW CLIENT minimum portfolio size = $500,000... more info about Citrin Cooperman Wealth Management, LP
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We provide a cost-effective way for individuals to obtain objective personal financial planning direction. Our methodology is applied competently and professionally, regardless of our client's net worth. more info about HFH Planning Inc.
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Our investment model is appropriate for investors seeking a rational approach that has provided superior returns with moderate risk. We are confident we can help you meet your financial goals! NEW CLIENT minimum portfolio size = $250,000… more info about Hurley Capital, LLC
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We diversify portfolios across a traditional mix of common stocks, fixed-income securities and cash equivalents consistent with each client’s unique risk tolerance and tax situation. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Marlcroft Asset Management LLC
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We provide personalized investment advisory services to both U.S. and European domiciled individuals, family offices, and institutional clients. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Terra Nova Asset Management LLC
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**NAPFA Member** We work with affluent individuals, business owners and senior executives, helping them achieve and maintain their financial independence. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Zdenek Financial Planning, LLC
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We are a strategic component within Citrin Cooperman (an accounting and business consulting firm founded in 1979). We specialize in helping businesses and entrepreneurs succeed. NEW CLIENT minimum portfolio size = $500,000... more info about Citrin Cooperman Wealth Management, LP
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