About
Registered Investment Advisor
Income & Asset Advisory, Inc. is an independent Registered Investment Advisory firm founded in 1986. We are a small firm with a diverse client base of professionals, teachers, buisiness, young parents, empty nesters and retirees. Our advisors encourage and support a strong sense of teamwork. Their expertise and vast financial knowledge coupled with the support of our administrative staff provide seamless continuity and service. We build a financial foundation for each client considering their in...
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Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 AM
- Tue 9:00 AM - 5:00 AM
- Wed 9:00 AM - 5:00 AM
- Thu 9:00 AM - 5:00 AM
- Fri 9:00 AM - 5:00 AM
- Sat CLOSED
-
Sun CLOSED
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Detailed Information
- Location TypeBranch
- Opening Date1981
- Annual Revenue Estimate$500,000 to $1 million
- SIC Code show
- Employees5 to 9
- Contactsshow
- Chief Operations Officer Bryna Ortiz
- Owner James P. McCauley Jr.
- Phone 914-273-6800
- Email [email protected]
- Investment Advisor Representative Derek Ralston
- Phone 914-273-6800 ext.10
- Email [email protected]
- Investment Advisor Representative Eileen Hawe
- Phone 914-273-6800 ext.40
- Email [email protected]
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