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Advisers in Hopewell Junction, NY

2 advisers in Hopewell Junction — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Mountain Pass Planning2537 Rt 52, Suite 1, Building 3 · Hopewell Junction, NY 12533 · (845) 592-0789 · Financial planningCRD 283389 · % of assets, Hourly charges, Fixed fees · $74.9 million AUMSEC registeredNo commissions reportedMountain View Strategic Wealth, LLC200 North Drive, I.park Suite 103 · Hopewell Junction, NY 12533 · (845) 834-4343 · Financial planningCRD 154295 · % of assets, Hourly charges, Fixed fees · $62.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Hopewell Junction? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.