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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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  • Home
  • About
    • Our Team
    • Our Process
    • Our Philosophy
  • Services
    • Asset Allocation
    • Business Succession Planning
    • Insurance
    • Retirement Planning
    • Product Training
  • Blog
  • Contact
  • Client Login
    • Rate Sheets

Contact Us

P: 1-888-776-4982
E: info@fismarketing.net

1930 Veterans Highway
Islandia, NY 11749
United States

   

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