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


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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.

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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.

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