Trusted, knowledgeable, objective A firm you can depend on
Luis Flores
Senior Vice President - Wealth Management
Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
212-713-8620
1285 Avenue Of The Americas
15th Floor
New York, NY 10019
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.
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