Also known as: lotsoffun11520
Specializing in portfolio management, tax free investing, and estate planning. Frequent speaker on investment planning and asset management at numerous educational events throughout the Metropolitan Area.Also, hosted her own weekly talk show. Certified by New York State in Long Term Care as well as Portfolio Management. Chamber of Commerce, LIWA, Frequent speaker at various organizations on financial topics , hosted own radio and tv talk show Specialties 401k provider, portfolio management. estate planning-trust services,
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