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Our Team
Professional Team of Financial Advisors Managing Each Account As If It's Their Own, Helping Securing Your Financial Future
Partner
Joanna
Miller
15 Years as a financial advisor, personal insurance and welness.
Senior Associate
Mike
Willy
Based in NYC financial advisor and insurance agent for 10 years.
Associate
Dave
Cohen
Offering expirience in the banking industry and financial advisor for 15 years.
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