Andy Liang, CFP® - Sylo Planning, LLC | Brooklyn, NY

Total Hires: 4 times
Service Area: Brooklyn, NY
Team Size: 1 employee
Business Duration: 1 year

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Credit Card

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

I work remotely (phone or internet)
My customers travel to me
I travel to my customers

About

Hey there! I am an Independent Financial Planner specializing in guiding individuals and families toward Financial Independence/Retire Early (FIRE), real estate investors, and Asian Americans. As a firm believer in having "skin in the game," those are the three areas I am personally heavily invested in.

With over a decade of experience in Wealth Management, my expertise lies in tax planning, investment management, and risk management.

License

- License Holder: Andy Liang
- License Type: Investment Adviser Firm (NY)
- License number: #330193
- License verified on 7/27/2024
- Valid through 7/27/2026
- License Holder: Andy Liang
- License Type: Investment Adviser Representative (NY)
- License number: #6384359
- License verified on 7/27/2024
- Valid through 7/27/2026

Verification

Background Check
- Andy Liang
- Completed on 7/25/2024

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