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SHOOK Research | Featured In Forbes Magazine | SHOOK Research recognizes the most outstanding financial advisors in the business - each of who represent the highest level of standards.
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There should be a more endearing term for ‘client’ as you are more than just people we work for. To us, you’re more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child’s acceptance into their college of choice, and celebratory news of their recent promotion or business success.
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NYC wealth management firm offering a personalized holistic approach to behavioral coaching, financial planning and investment management.
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