Kathy Wong - Wilmington Advisors @ M&T in Manhasset

Logótipo de Kathy Wong - Wilmington Advisors @ M&T

Horário de funcionamento

Segunda-feira: 09:00 - 17:00
Terça-feira: 09:00 - 17:00
Quarta-feira: 09:00 - 17:00
Sexta-feira: 09:00 - 17:00

M-W 9am-5pm, Th Closed, F 9am-5pm, Sa-Su Closed

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Kathy Wong - Wilmington Advisors @ M&T Prestador de serviços

384 Plandome Road
11030 Manhasset

6314163354
https://www3.mtb.com/wilmin...
l.wong-carbone@wilmingtonadvisors.com

Descrição

Kathy knows your goals and circumstances are unique, which is why she’ll work with you to build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, she can help analyze your investments and prioritize your needs, wants, and desires.