📍 101 E State St #294, ithaca, NY, 14850
📞 607-319-0825
🌐 www.divorcefinancialstrategy.com
As a Certified Divorce Financial Analyst™ (CDFA™) I assist clients with pre- and post-divorce financial planning. In this capacity I work with other members of the divorce team (lawyers, mediators, CPAs, and psychiatrists) to assist clients in coordinating a plan of action that will help them attain a fair and equitable settlement. New clients receive a Divorce Financial Planner organizer and step-by-step guidance that ensures their progression through the divorce is done in an efficient and cost effective manner. As a Chartered Retirement Planning Counselor® (CRPC®), I work with clients after the divorce is finalized to assist in the transfer of accounts, account re-titling and establishing a comprehensive financial plan for their future. My primary focus is to help clients achieve financial independence through education and empowerment.
📍 The Cmns, Ithaca, NY, 14850
📞 607-273-3370
📍 One Hanover Sq, Horseheads, NY, 14845
📞 607-739-2339
🌐 www.pewcpas.com
The firm is a full service accounting firm with deep roots in the private sector. We currently provide all phases of service in the areas of accounting, business valuation, tax services, computer services and computer advisory services to our clients. In addition, we provide a range of personal financial advisory services.
📍 171 E State St Ste 115, Ithaca, NY, 14850
📞 607-272-1314
🌐 scottrade.com