Kathy Wong - Wilmington Advisors @ M&T in Manhasset

Openingstijden

Maandag: 09:00 - 17:00
Dinsdag: 09:00 - 17:00
Donderdag: 09:00 - 17:00
Vrijdag: 09:00 - 17:00

M-Tu 9am-5pm, W Closed, Th-F 9am-5pm, Sa-Su Closed

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Dit bericht wordt onderhouden door:

Kathy Wong - Wilmington Advisors @ M&T Dienstverlener

384 Plandome Road
11030 Manhasset

6314163354
https://www3.mtb.com/wilmin...
l.wong-carbone@wilmingtonadvisors.com

Beschrijving

Kathy knows your goals and circumstances are unique, which is why she’ll work with you to build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, she can help analyze your investments and prioritize your needs, wants, and desires.