Robert Seery

Robert Seery

Financial Advisor

  • CFP®
FINRA BrokerCheck
245 Park Avenue, 18th Fl.,
New York, NY 10167
646-366-6605 Visit my website

About my practice

My team and I run a boutique financial planning practice. We strive to deliver comprehensive guidance to our clients via a collaborative process that is goals focused and planning driven. Helping our clients regularly coordinate and optimize their financial strategies within a customized planning roadmap allows them to arrive well positioned to secure a strong financial future.

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