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We custody your investments at TD Ameritrade Institutional, a leading custodian servicing the Registered Investment Advisor community. Having your investments at TDA means your portfolio benefits from cutting-edge technology, outstanding client service, seamless account integration.
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RightCapital is our 24/7 financial planning portal. Here you can securely share documents, see your financial planning projections, review your up-to-the-minute net worth. Together we can run an analysis of your investments, cash flow, debt, college savings, student loans, & social security to see if your tracking to your goals.
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Lets get together. If your in the NY/NJ Metro Area lets meet face to face. Don't worry we understand how busy you are and will happily come to you. Just take a look at our calendar and pick a time that works, we will call you to confirm and go over the details.
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Want to meet but live outside of NY/NJ or maybe your traveling or temporarily in a different location(or in the middle of a tour). Don't worry with modern technology (we prefer Zoom Conferencing) we can have a remote meeting. Take a look at our calendar and lets find some time to connect.
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