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Financial advisors to business owners and professionals.

NYC trained financial advisor who was President of a NYC Area Bank is engaged by stressed business owners and medical & dental doctors plus attorneys who have anxiety about doing the "right thing" in managing their business and practice plus personal affairs. We co-ordinate business and personal financial matters in the estate and retirement planning areas, cash & banking & investment management plans, executive insurance and high end mortgages. Our fees are generally tax deductible to the firm...

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