I meet with clients and prospects either remotely, using Zoom, or in my offices. You can contact me using the email address and/or phone number listed below.
Laura I. Rotter, CFP™, CFA is a fiduciary, flat fee financial planner and wealth manager who is committed to asking the right questions, and listening deeply to understand what is important to you.
True Abundance Advisors offers services including investment management, tax planning, cash flow management, estate planning, risk management and retirement planning.
Together we will define and design your truly abundant life. Contact me today to schedule your free initial consultation.
ADDRESS
500 Mamaroneck Avenue,
Suite 320,
Harrison, NY 10528
laura@trueabundanceadvisors.com
PHONE
914-222-0832