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Harvey S. Berk, CFP®

Berk Wealth Management

244 N Main St
New City, NY 10956
Phone: (845) 634-3939
Fax: (845) 634-9717

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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