Beekman Financial Planning LLC is a New York-based firm that offers comprehensive financial planning and wealth management services to individuals and businesses. With over 20 years of experience, their Managing Member, David Polevoy, CFP, leads a team of professionals who strive to help clients achieve their financial and retirement goals through careful planning and personalized strategies.
Beekman Financial Planning LLC provides fee-based services, utilizing low-cost and tax-efficient investments to help clients maximize their returns. They offer discounted fees for clients with at least $250,000 of assets under their management, in addition to providing custom-tailored financial plans every three years. Their expertise spans retirement planning, education planning, asset protection, and estate planning, ensuring that clients receive comprehensive guidance to secure their financial future.
Generated from the website