New York Financial Managment Advisor

 

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Harbor Financial Services New York

Investment Portfolio Manager / Advisor

Financial Strategy and Portfolio Management

Corporate Executives / Business Owners Financial Advice

Financial Investment Advisors

Financial Services Investments / Life Insurance

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New York Financial Services

FINANCIAL SERVICES:
 

Tax sensitive portfolio
management
 

Tactical portfolio management
and risk reduction
 techniques
 

Company stock
protection and liquidity
strategies
 

Stock option analysis and
financing
 

Retirement distribution
planning & wealth transfer
 

College funding/savings