Financial Planners for Gays and Lesbians - The New York Times - lesbian ny financial planning

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lesbian ny financial planning - New York Fee-Only Financial Advisors, Planners, and Investment Managers


As a part of the LGBT (lesbian, gay, bisexual, and transgender) community, our lifestyles are unique and our families come in all shapes and sizes. Learn more about the LGBT financial planning & investment management services offered by NYC-based LGBT financial advisor, Jim Marrocco, CFP ®, CFA.100%(5). Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the New York area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate .

Gay Financial Planning Network! Our national Gay Friendly, Lesbian and Gay Financial Advisors network. Connect with a financial planner that is interested in serving the lgbt community. Reach your financial goals whether they be short term or long term, with the help of a dedicated professional that can help you plan a strategy to take care of. Learn about the New York City Employee (NYCE) Individual Retirement Account. The NYCE IRA includes both a Traditional IRA and a Roth IRA for the exclusive benefit of current and former NYC employees and their spouses. Understand how the NYCE IRA can be used for consolidation, estate planning, rollovers, and conversions.

Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide. Laura Rotter CFP®, CFA, MBA True Abundance Advisors. Harrison, NY Central Park Financial Planning. New York, NY. The New York City Department for the Aging, Health Insurance Information, Counseling and Assistance Program (HIICAP) by calling (212) 333-5511, or visit their website. Assessing the Financial Situation. Financial planning should begin soon after the diagnosis of dementia has been made.

Jun 05, 2012 · How Same-Sex Couples Can Find Financial Advisers. By Tara Siegel Bernard June 5, 2012 1:47 pm The College for Financial Planning — which provides financial education services — initially created the program as part of a partnership with Wachovia (now Wells Fargo) and its advisers, though it was opened to anyone in November, 2010. David Polevoy,CFP® is the firm’s Managing Member, with over 20 years experience in wealth management, financial planning, pension planning, finance and insurance. He has served as a Director of The Metro New York Society of The Institute of Certified Financial Planners.

List of the best Financial Planner in New York, NY. Get free custom quotes, customer reviews, prices, contact details, opening hours from New York, NY based businesses with Financial Planner keyword. Find 337 listings related to Financial Advisors in Long Island on YP.com. See reviews, photos, directions, phone numbers and more for Financial Advisors locations in Long Island, NY.Location: 1393 Veterans Hwy Ste 403s, Hauppauge, 11788, NY.