About
We specialize in individuals, families and small businesses in retirement, estate, income and college planning.
Founders John Meo, Jr, CFP and Katherine A. Praydick-Meo, CFP have been helping clients since 1985 with investments in stocks, bonds, mutual funds, REITs, Variable and Fixed Annuities, Life, Health and Long-Term Care Insurance. We specialize in Estate Planning, Retirement Planning, Increasing Income, Reduction of income taxes,
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Detailed Information
- Location Typeunknown
- Opening Date1985
- Annual Revenue Estimateunknown
- SIC Code show
- Employees5 to 9
- Contactsshow
- President & CFO Katherine Meo CFP
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