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Locality: Great Neck, New York

Phone: (631) 729-0988



Address: 217-04 Northern Blvd. Ste 24 11361 Great Neck, NY, US

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Kristen Han, Certified Financial Planner 05.01.2021

The Fed just issued the first rate cut in a decade, and if history is any guide, future rate hikes may be unlikely for some time. To learn how this shift will impact asset allocation strategies and the markets read more from our Multi-Asset Solutions team.

Kristen Han, Certified Financial Planner 18.12.2020

In New York City this weekend? Come join the Rubin Museum's annual Block Party on Sunday, July 21st. Bring the family, join the community, and take part in art and activities for all ages.

Kristen Han, Certified Financial Planner 14.12.2020

Remember the meaning of #MemorialDay by honoring all those who have served.