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Call or email to schedule a free 30-minute no-obligation consultation.

Phone: (646) 408-9044

    Helping hands

    Leona has been with me since August, 2016.  She has made a tremendous difference in all of my financial endeavors:  investment accounts, bank accounts, taxes, household payroll, and so much more.  She has shown professionalism on all fronts and has taken all the pressure off my shoulders in regards to these responsibilities.  She has given me peace of mind, which is worth its weight in gold.  I do not know how I managed without her.  She has been an incredible asset to me.”

    ~ Mrs. BA — Sewall’s Point, FL