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My job is to help you experience the best life possible with the money you have. I do this by helping you make wise financial decisions so that you may enjoy peace of mind by
- Pat Magliaro
Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.
Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.
25+ Years of Experience
Financial Planner
Pat Magliaro
Administrative Assistant
Taylor Vincent
For advice that makes a difference
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