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Home > Financial Planner Directory > New York > Locust Valley > Monroe M. Diefendorf, Jr., CLU, ChFC, CFP®, CIM
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Monroe M. Diefendorf, Jr., CLU, ChFC, CFP®, CIM

Diefendorf Capital Planning Associates

152 Forest Ave
Locust Valley, NY 11560
Phone: (516) 759-3900
Fax: (516) 759-3928

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Personal Taxes

 

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