
License Verified:
License: 173565
Investment Adviser Public Disclosure Database, SEC
1879 Advisors
Business Description
For four generations, 1879 Advisors has been providing a broad range of personalized financial advisory solutions to help individuals, families, and corporations attain their financial security goals. The firm serves clients throughout Mount Vernon and the neighboring areas, offering personalized financial roadmaps that help clients move closer to their wealth-building objectives. This includes retirement income planning, cash flow management, strategic asset allocation, quarterly portfolio reviews, long-term care planning, and Social Security optimization.
License Verified:
License: 173565
Investment Adviser Public Disclosure Database, SEC