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Financial planning in Jericho, NY

4 advisers in Jericho offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Bloomschon Cpas LLC375 N. Broadway Ste 320 · Jericho, NY 11753 · (516) 626-3992 · Financial planningCRD 317803 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedMerkkuri Wealth Advisors LLC333 Jericho Turnpike, Suite 211 · Jericho, NY 11753 · (516) 268-3446 · Financial planningCRD 330164 · % of assets, Fixed fees · $204.1 million AUMSEC registeredNo commissions reportedOpal Wealth Advisors, LLC2 Jericho Plaza, Suite 208 · Jericho, NY 11753 · (516) 388-7980 · Financial planningCRD 289759 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedShelter Rock Management, LLC375 North Broadway, Suite 207 · Jericho, NY 11753 · (516) 605-2215 · Financial planningCRD 142739 · % of assets · $232.0 million AUMSEC registeredNo commissions reported