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DIRECTORY » Pollock Planning-associates (96 sites)

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Finance » Financial Planning » Certified Financial Planners » (9)

Pollock Planning Associates, Inc.

http://www.pollockplanning.com/

Providing investment, tax planning, retirement planning, and estate planning services.

Keywords: inc., 401k, estate planning, ira, investment, pollock planning associates, retirement planning, roth, tax planning

National Planning Associates

http://www.nationalplanning.com/

Provides distribution planning as well as full financial planning services.

Keywords: insurance quotes, life insurance, mutual funds, albany



Computer Associates

http://www.caisoft.com/

Provides software for manufacturing, millwork, lumber and building materials industries.

Keywords: computer associates inc, computer associates

Gerstein, Fisher & Associates, Inc.

http://www.gersteinfisher.com/

Fee based investment management firm located in New York. Wealth management strategies and a full line of financial planning services.

Keywords: fee based advice, fisher & associates, fisher planning, gerstein investments, gerstein planning, independence, objectives, wealth management solutions, cfa, fisher investments, gerstein, attorneys, bonds, elder care, estate planning services, finance, financial planners advice, insurance, mutual funds, nyc, stocks, strategies

Toal & Associates, LLC

http://www.toalfinancial.com/

Offers financial planning and investment management services. Features links to educational resources.

Keywords: accountants, accounting, advice, advisors, annapolis, associates, baltimore, cfp, estate, finances, financial, goals, independent, insurance, investing, investment, management, maryland, planner, planning, portfolio, retirement, ted, thad, toal, washington, certified

Stefans Associates

http://www.stefans-associates.com/

Tax and financial planning firm, catering to individuals and small businesses.

Keywords: financial planning, assets, eldercare, elderlaw, estate, estate planning, finance, financial, income, law, long island, money, mutual funds, nassau county, new york, retirement, stefans, stefans associates, stocks, suffolk county, tax, tax laws, taxation, trust, will, taxes


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