Contact Us

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Karen Roth, MBA,CPA, CFA

O: (212) 256-1235

M: (914) 588-1101

F:(646) 863-4164


Kerri Kimball, CFP®

O: (212) 256-1233

M: (917) 582-2912

F: (646) 863-4165


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477 Madison Avenue
6th Floor
New York, NY 10022

343 Manville Rd, Suite 6U
Pleasantville, NY 10570

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