Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Jonathan B Mirer

Financial Advisor

Associate Vice President
Visit Jonathan B Mirer's website


Team

Erdelyn Valera

Erdelyn Valera

Client Service Specialist,

Practice Manager

Roles & Responsibilities

  • Erdelyn assist with administrative task, paperwork, secure site navigation. She manages all client request and ensures client concerns are addressed.
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