Hello! I’m new to the city/country and would love know where can I find a financial advisor that can help me navigate the basics in the US (401k, investment plans, taxes). Is there a profession that could do all those things combined?

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Hi! I’m a NYC-based CFP (certified financial planner). I’ve been in financial advising/wealth management industry for about 7 years now. Please feel free to message me on fishbowl or email me sara@pinnaclestrategiesinc.com

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Isn’t that like FPA and CPA? you need them separate though because taxes can be complicated. Please select a fiduciary one

Super helpful thank you!

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TIA

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Sad that I missed out on this deal 😭 brand new & tax free

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Salut tout le monde !
Je vois que le bowl manque de vie malheureusement, encore quelqu’un de par ici ?

Hello,

LTI or Mindtree ?
Offering same package.

I heard about the merger, will there be any impact ?

YOE:7
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