We are an independent fee-based financial planning and wealth management firm doing retirement planning, business planning, socially responsible/green investing with pre-retirees, retirees, entrepreneurs, and values-based investors. Serving Brooklyn, NY, Queens, Manhattan, Bronx, Staten Island, Northern New Jersey, Nassau, Suffolk, Bergen, Hudson, Union, Essex, Middlesex, Rockland, Westchester, NYC we use concepts from the fields of behavioral economics and post-modern portfolio theory, guiding clients through the complexities of the financial arena.
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