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Capital Preservation Partners are Investment advisors that understand life is unpredictable and everyone person has their own specific financial circumstances. That is why we take the time to personally know our clients and form a tailored financial plan for them.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Harrison, NY area, Nancy S Daoud will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Aging Issues Management provides life insurance, investments, financial planning, estate planning services to the Bronx, NY area.
My name is Etsio Flores and I'm a Licensed Financial Professional through the National Campaign for Financial Literacy, because of our campaign we've helped thousands of families save, grow, make and protect their money. My mission is to show people how they can make their money work for them. When building your future and making financial decisions, you should ask these questions. Can it potentially grow to achieve my goal? Is it safe enough? Does it have tax advantages? Does it have protection? Our educational platform can help you answer all these questions and much more. Our Educational Program Topics Include: Increasing Cashflow - Finding Money you didn't know existed Debt Management - How to become debt free Building a Strong Financial Foundation - Learn how to become financially stable Proper Protection - Understanding the different types of Life Insurance Building Wealth - How to build WEALTH Asset Accumulation - Investment 101 Retirement Planning - Understanding the advantage & disadvantage of retirement plans (401(k), 403(B), IRA etc... Wealth Preservation - How to preserve your assets (Estate Planning)
