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Financial Planning Services

For the Working Family and Small Business Owner

Act Pro provides an intensive 5-year Financial Planning program as an ancillary service to their tax clients.

This service is provided after Tax season, between May-November and by appointment only.

Our principal is a Certified Financial Planner who graduated from Adelphi University in December of 1986.

Be Pro-Active

Print and fill out a Financial Planning Questionnaire

Call us today for an appointment.
718-629-1557

   
         

 


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