Journey Financial Planning & Tax LLC
Virtual Wealth Management & Investment Advisory Services for your convenience!
All of our services are provided in NY and some services provided in the following states PA, VA, MD, DC, SC, NC and Florida.
Book a Free 30 -minute consultation to assess your current financial situation and walk you through the financial planning process.
Thanks to technology we are able to provide the majority of our client meetings virtually, in order to accommodate our busy professionals lifestyle. and to service clients in multiple states. However on a case by case basis we will provide face to face meetings in one of our satellite conference room locations in all of the above states.
Toll Free:Email: firstname.lastname@example.org