Dynamic Wealth Strategies, Inc.

Financial Services - New York, NY, us

Dynamic Wealth Strategies, Inc. Employees
Adam Tau

Co-Founder, Investment Adviser Representative

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Kimberly Lara

Client Services Coordinator

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Dynamic Wealth Strategies, Inc. Senior Management
Adam Tau

Co-Founder, Investment Adviser Representative

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Dynamic Wealth Strategies, Inc. Details

Come on in and see what it's like to work with people just like you. We created Dynamic Wealth Strategies, Inc. as an exciting, approachable and like-minded alternative to your typical firm: *We actively seek to engage to broad range of people in our community.*We offer a diverse range of solutions which allows us to independently develop the types of financial plans our clients want and need. *We ensure we have the time for clients to fully engage with us about their needs – and our engagement extends beyond just the time we spending together during appointments.*We embrace new technologies for communication and community.*We value authenticity.Securities and advisory services offered through Madison Avenue Securities, LLC ("MAS"), MemberFINRA/SIPC and a Registered Investment Advisor. Dynamic Wealth Strategies and MAS are unaffiliated entities.

Dynamic Wealth Strategies, Inc. logo, Dynamic Wealth Strategies, Inc. contact details
Employees: 5 - 9
HQ: N/A
Location: New York, NY, us
Revenue: Not Available
Financial Services
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