Susi Bernath – Office Manager

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212.221.1140 x111

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We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Financial guidance for your business and family.

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About

Services

Wealth Management

Resources

Five Towns Office

126 Spruce Street Cedarhurst, NY 11516

Lakewood Office

1515 Pine Street, Suite 250 Lakewood, NJ 08701

Monsey Office

365 Route 59, Suite 203 Airmont, NY 10952

Florida Office

820 W 41 St. Suite 413 Miami Beach, FL 33140

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