Financial Services
Manta has 2 businesses under Financial Services in Latham, NY
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Financial Planning
Investment Management
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Pachira Wealth Management in Latham, NY, specializes in financial planning for women and couples. We serve breadwinner women, executives, entrepreneurs, and those navigating life transitions like divorce, inheritance, or career changes. Women face unique financial challenges: lower lifetime earnings, longer lifespans, and career breaks for caregiving. We address these barriers with personalized strategies that build financial confidence through every milestone. Our judgment-free environment offers investment management, certified financial planning, and retirement strategies tailored to your goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Categorized under Financial Services
All Company Listings
CLAIMED
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Business Planning
Pachira Wealth Management in Latham, NY, specializes in financial planning for women and couples. We serve breadwinner women, executives, entrepreneurs, and those navigating life transitions like divorce, inheritance, or career changes. Women face unique financial challenges: lower lifetime earnings, longer lifespans, and career breaks for caregiving. We address these barriers with personalized strategies that build financial confidence through every milestone. Our judgment-free environment offers investment management, certified financial planning, and retirement strategies tailored to your goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Categorized under Financial Services
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