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Personal Finance for Immigrants

We're a multi-family office that offers Financial Planning, Investment Management and Tax Preparation services to immigrants (including generational immigrants - people who immigrated to the US and been naturalized, or the US born child, grandchild or ancestral descendent of such an immigrant). No matter what stage of life you're in (Starting Out, Settling Down, Nearing Retirement, Enjoying Retirement), we'll guide you through every step of the way. Your goals, are our mission! 

 

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    2 - 9
  • Locations
    Jersey City, NJ
  • Year founded
    Founded 2017

1 Locations

  • Jersey City , NJ

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    Locations (1)

    201 Montgomery St 2nd floor Jersey CityNJ, United States 07302

    1

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