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Offers Financial Planning services to Businesses, including business valuation, Key person planning, employee benefits and retirement services
| Type | State | Agency | Certificate # |
|---|---|---|---|
| ACDBE | New Jersey | The Port Authority of New York & New Jersey | — |
| DBE | New Jersey | The Port Authority of New York & New Jersey | — |
| ACDBE | New Jersey | The Port Authority of New York & New Jersey | — |
| DBE | New Jersey | The Port Authority of New York & New Jersey | — |
| DBE | New York | The Port Authority of New York & New Jersey | — |
| ACDBE | New York | The Port Authority of New York & New Jersey | — |
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