Kimberly Lara

Client Services Coordinator at Dynamic Wealth Strategies, Inc. - New York, NY, us

Kimberly Lara's Colleagues at Dynamic Wealth Strategies, Inc.
Adam Tau

Co-Founder, Investment Adviser Representative

Contact Adam Tau

Kimberly Lara's Contact Details
HQ
N/A
Location
New York, New York, United States
Company
Dynamic Wealth Strategies, Inc.
Kimberly Lara's Company Details
Dynamic Wealth Strategies, Inc. logo, Dynamic Wealth Strategies, Inc. contact details

Dynamic Wealth Strategies, Inc.

New York, NY, us • 5 - 9 Employees
Financial Services

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.

Financial Services
Details about Dynamic Wealth Strategies, Inc.
Frequently Asked Questions about Kimberly Lara
Kimberly Lara currently works for Dynamic Wealth Strategies, Inc..
Kimberly Lara's role at Dynamic Wealth Strategies, Inc. is Client Services Coordinator.
Kimberly Lara's email address is ***@dynamicwealthinc.com. To view Kimberly Lara's full email address, please signup to ConnectPlex.
Kimberly Lara works in the Financial Services industry.
Kimberly Lara's colleagues at Dynamic Wealth Strategies, Inc. are Adam Tau and others.
Kimberly Lara's phone number is N/A
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