Yolanda Robinson yellow picture




Journey Financial Planning & Tax LLC


Schedule Appointment

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.

FAX: 585-362-4177

Toll Free:


Contact Form