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Valerie L. Adelman, CFP®, EA

Financial Asset Management Corporation

192 Lexington Ave
Ste 902
New York, NY 10016
Phone: (212) 239-7777
Fax: (212) 239-2020

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Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Retirement
  • Startup
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Retainer fee based on assets and scope of work

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