Contact Us

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Karen Roth, MBA,CPA, CFA

O: (212) 256-1235
M: (914) 588-1101
F:(646) 863-4164

E: [email protected]

Kerri Kimball, CFP®
O: (212) 256-1233
M: (917) 582-2912
F: (646) 863-4165

E: [email protected]

343 Manville Rd, Suite 6U
Pleasantville, NY 10570