Financial Advisor (not for budgeting)

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Forum -> Household Management -> Finances

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amother

Wed, May 01 2024, 8:14 pm

I'm coming into some money through a yerusha and ld like to discuss with an advisor on how to lower my tax obligations and the best strategy for it going forward based ony family's needs.

Can anyone recommend a licensed advisor who really knows his stuff? Either in person in Lakewood or remote

amother

Thu, May 02 2024, 8:51 am

Bump?

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