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Jason D. Tripp, CFP®

The Voss Group

4777 Vestal Pkwy E
Vestal, NY 13850
Phone: (607) 222-5277
Fax: (607) 238-7104

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

Specialties
  • Arbitration & Mediation
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Insurance
  • Job Loss
  • Minority Financing
  • Startup
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs

 

How Planner Charges

Considerations: I am not limited to one company's products like many advisors. Objectivity is king.

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