• American Institute of Certified Public Accountants (AICPA)

  • New York State Society of Certified Public Accountants (NYSSCPA)

  • American Association of Daily Money Managers (AADMM)

  • Financial Planning Association

  • The Orion Resource Group

  • Central Westchester Geriatric Committee

  • The Business Exchange NY

  • The Tappan Zee Breakfast Network

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Based in Westchester County, NY and serving the NY Metropolitan area