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Contact Us
Vertex Wealth Management, LLC
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Address:
585 Stewart Avenue, Suite L-16
Garden City
,
NY
11530
Phone:
516-294-8200
Fax/Other:
888-729-8799
E-mail:
mjaluotto@1stallied.com
UPCOMING EVENTS
PREVIOUS SEMINARS
List of JCC Workshops
Special Needs Workshop
Retirement Basics Workshop
Estate Planning Workshop
Advanced Estate Planning Workshop
Investment Basics
College Savings Workshop
Retirement Income Planning Workshop
Planning for Long-Term Care Workshop
Financial Planning Workshop
Women and Investments Workshop
Roth IRA Conversions
REFERENCE MATERIAL
How to Best Position Yourself for the 2018 Tax Laws
Financial Planning Basics
Investment Basics
Year End Planning 2016
Retirement Planning Basics Reference Material
Retirement Income Planning
Roth IRA Conversions
Estate Planning Basics Reference Material
Advanced Estate Planning
Social Security
Special Needs Planning
Women and Money
College Planning
How will I ever pay off my student loans
Repayment Options for Student Loans
Income based repayment for student loans