Gender
Male
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Location
Staten Island, NY
What I have to offer is... (be specific)
I own a financial planning firm and handle all phases of business and individual planning includng retirement and estate planning. I can also offer mortgage and loan review services.
What I am looking for is... (be specific)
I am looking fro corporations who need benefit packages and individuals with asset management and insurance needs.
Comments
Welcome to the community! Get prepared for some real fun networking opportunities. Add our events to your personal calendar, so you're sure to be there.
Happy to have you here!
TriState Mixer Team