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- Covering All Bases for Timely Estate Planning
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CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
Financial Planning Association (FPA)
Financial Planning Association (FPA), Northern New York Chapter member
National Association of Insurance and Financial Advisors
National Association of Insurance and Financial Advisors (NAIFA),Capital District Chapter Member