Financial Services/Investments
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Marc Cimmino, CFA – UBS Financial Services
Our structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on your priorities, we may focus on liquidity management, cash flow, asset replacement solutions, estate planning strategies, tax and legal structures and philanthropic vehicles.Our structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on your priorities, we may focus on liquidity management, cash flow, asset replacement solutions, estate planning strategies, tax and legal structures and philanthropic vehicles.
Robert & Associates, LLC
Our experienced team helps clients with tax preparation, setting up new business entities, bookkeeping, and chief financial officer services. A boutique CPA firm, we provide comprehensive accounting services to individuals and businesses with an emphasis on being responsive to our customers' needs.Our experienced team helps clients with tax preparation, setting up new business entities, bookkeeping, and chief financial officer services. A boutique CPA firm, we provide comprehensive accounting services to individuals and businesses with an emphasis on being responsive to our customers' needs.
Savvy Wealth
We're a professional team of financial advisors, research analysts, and investment management operators helping clients across the United States with their financial goals.We're a professional team of financial advisors, research analysts, and investment management operators helping clients across the United States with their financial goals.
Bartley A. Corfee, ChFC / Corfee & Associates
Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
