Sunday, April 11, 2021

Top 10 Quick Tips for Your 2020 Taxes

Caroline Wetzel  CFP®, CDFA®, AWMA®, is a vp and personal wealth adviser at Procyon Non-public Wealth Companions.  She has labored in monetary providers since 2001 and commenced specializing in wealth administration for prosperous multi-generational households in 2015.  Caroline earned a B.S. diploma in coverage evaluation and administration at Cornell College and an MBA in finance and superior certification in advertising and marketing from the College of Connecticut Faculty of Enterprise.

Latest news

Related news

LEAVE A REPLY

Please enter your comment!
Please enter your name here