Bonnie Yam
Bonnie Yam
Designation: CFP®, ChFC, CLU®, CSLP®, EA, RIA
Languages: English, Other
We are a 401(k) Consulting company. We also assist companies with their Exit Planning, Business Evaluations. On the individual side, we assist with comprehensive financial planning and investment management.

Business Information

We are a 401(k) Consulting company. We also assist companies with their Exit Planning, Business Evaluations. On the individual side, we assist with comprehensive financial planning and investment management. We actively promote personal financial wellness on our special website www.financialwt.com

Business name: Pension Maxima Investment Advisory
Email: bonnie@pensionmaxima.com
Business phone: +19145745023
Focus areas: Student loans, Retirement planning, Investment management, Comprehensive financial planning, Personal Taxes, Business related (partnerships, etc), Insurance, Annuities, Budget & debt management
License: 144858
Other license: Student loans, Retirement planning, Investment management, Comprehensive financial planning, Personal Taxes, Business related (partnerships, etc), Insurance, Annuities, Budget & debt management

Disclaimer

Unavailable

Address

41 Juniper Hill Road
City: White Plains
State: NY
Zipcode: 10607

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