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Tag Archives | Customized Portfolio

Bradford Pine Wealth Group Garden City, New York Wealth income in retirement

The True Evolution of Investing: Personalized Customized & Tax efficient

One of the major benefits of being an independent advisor is the ability to evolve and enhance my clients’ investment strategy choices. At the Bradford Pine Wealth Group (BPWG), we’re always on the lookout for more effective ways to offer my clients personalized, risk managed, and tax sensitive portfolios. As an independent advisor, I’m not […]

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