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The David J. Yvars Group, Inc.
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Business description
Financial Planning and Portfolio Management
We focus on you -your dreams, your goals and your aspirations for building and preserving long term wealth. We utilize a unique team approach which offers you the benefit of each of our strengths and collective expertise. By maintaining a personal, concierge type relationship with each client, we construct, implement and monitor a comprehensive wealth management program based upon each client's individual set of circumstances. With access to the global resources of several respected firms, we offer a wide range of independent, objective, unbiased financial advice, services and solutions designed to help you work toward your wealth management goals.
General information
- Business Services Financial Investment Advice Financial Planning Consultants
| Estimated number of employees: | 5 to 9 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Valhalla, NY | |
| County: | Westchester |
portfolio management, financial planning services, Trust and Estate Administration, investment advisory services
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