Question 1

What services does Andrew Scott Klick offer?

Accepted Answer

Andrew Scott Klick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOCUST VALLEY, New York for a consultation.

Question 2

What are Andrew Scott Klick's credentials?

Accepted Answer

Andrew Scott Klick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Andrew Scott Klick located?

Accepted Answer

Andrew Scott Klick is based in LOCUST VALLEY, New York, working with GARY GOLDBERG PLANNING SERVICES, LLC. Their office serves clients in the LOCUST VALLEY metropolitan area and surrounding communities.

Question 4

How does Andrew Scott Klick charge for services?

Accepted Answer

Andrew Scott Klick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sharing in performance-based fees for certain private funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is GARY GOLDBERG PLANNING SERVICES, LLC?

Accepted Answer

GARY GOLDBERG PLANNING SERVICES, LLC has approximately 26 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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