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Our Firm

As an independent firm, we are committed to offering complete objectivity and impartial advice.

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Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Philosophy

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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Meet Our Experienced Team

Asher Lieblich

Asher Lieblich, CFP®, CPA

CERTIFIED FINANCIAL PLANNERâ„¢ professional / Certified Public Accountant

David Lieblich

David Lieblich, CFP®, EA

CERTIFIED FINANCIAL PLANNERâ„¢ professional / Tax Professional

Malka Lieblich

Malka Lieblich

Financial Advisor / Accountant

<strong>Welcome to the family!</strong>

Welcome to the family!

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<strong>Your goals are our guide.</strong>

Your goals are our guide.

Our entire team works together, hand in hand, acting in your best interest, with all your goals and dreams firmly in mind.

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<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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