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Home > Financial Planner Directory > New York > Elmsford > Ron J. Berkowitz, CFP®, CPA/PFS
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Ron J. Berkowitz, CFP®, CPA/PFS

Berkowitz Wealth Management

555 Taxter Rd
Ste 190
Elmsford, NY 10523-2314
Phone: (914) 909-1523
Fax: (914) 909-7723

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.