About Me
Expertise in customizing solutions for each client based on suitability and goals. Background in Capital Markets, Investments, Portfolio Management. Chartered Financial Analyst with more than 25-years experience in Finance.
Areas of Service:
- Connecticut
- Georgia
- Illinois
- New Jersey
- New York
- Pennsylvania
- South Carolina
- Texas
About Retirement Consultant
The Retirement Consultant listed on this site is an Independently Licensed Financial Professional who operates an independent financial service business. A client may find this independence a desirable advantage. Tax-Smart Retirement holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. For more information, please refer to the terms of use.