Laurance Kersh, CFP^®

An independent advisor, Larry possesses more than 35 years of financial expertise.  He provides goal-oriented fiscal advice to corporate officers of small, mid-size and large businesses and non-profit organizations, as well as affluent families. Larry retains long term relationships with many of his clients due to his commitment to achieving their individual objectives. Through a careful review of individual client financial priorities, he creates an investment program providing ongoing benefits to your financial strategy. Larry maintains frequent and responsive communication appropriate to client needs.  Building a unique investment plan tailored to meet your financial needs with honesty and integrity is his top priority.