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Business Planning

Our advisors focus on the big picture for our small business owners. As a larger firm, we have access to in-house advisors with a variety of specialties. We also have strong relationships with trusted attorneys, CPAs and long-term care specialists who share their valuable expertise with our clients. Together, we provide retirement planning, employee and executive benefits – from 401(k)s to pension and profit-sharing plans, multiple insurance products, income tax planning, succession planning and investment services.

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Our Advisors specializing in Business Planning:

Robert Cepeda New York Financial AdvisorRobert CepedaNicholas Tuck New York Financial AdvisorNick TuckBob Howerter New York Financial AdvisorBob Howerter
Ken Flood New York Financial AdvisorKen FloodSandeep Patel New York Financial AdvisorSandeep PatelRoger Pikul New York Financial AdvisorRoger Pikul Jr.
Tony Natrella New York Financial AdvisorTony NatrellaSenta Curran New York Financial AdvisorSenta CurranBill Niederauer New York Financial AdvisorBill Niederauer

contact us today!