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: Unavailable
Disclaimer
Unavailable
Address
41 Juniper Hill Road
City: White Plains
State: NY
Zipcode: 10607
Links
- Website
- Certificate
- Tel.: 855-826-2752
- Fax: 855-826-2752
- CSLA Board of Standards 7920 Preston Rd, Suite 200 Plano, TX 75024
