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Sequoia Financial Strategies

Sequoia Financial Strategies

(973) 316-6058


Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. As a CFP® professional, I understand all the complexities of the changing financial climate and will make recommendations in your best interest. I’m able to help you manage your finances, plan for retirement, evaluate tax strategies and help with your insurance needs.

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