Financial Services - Raritan, New Jersey, United States
Accounting, Taxes, Insurance... WEALTH MANAGEMENT™Our goal is to provide families, individuals and business owners with assistance in achieving their financial objectives. My background is in accounting, business finance, personal finance, and human resources. The skills, knowledge and experience gained make me uniquely qualified to work well with individuals and business owners. I also have a network of professionals to assist me with client solutions. My personal goal is to give my clients peace-of-mind and greater confidence by properly prioritizing and addressing the financial concerns most important to them.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information
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