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J. Marc Vorchheimer (CFP®)

J. Marc Vorchheimer focuses in the
following client markets or areas of practice:

  • Retirement Planning & Distribution Rules
  • Special Needs Planning
  • Tax Planning

Planning Specialties

Our firm provides financial success planning, wealth building, and wealth management through integrating customized comprehensive financial planning with portfolio and risk management.

NAPFA Start Date

November 20, 2002

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

365 Route 59 Suite 251 Airmont, NY 10952-3473 Phone: (845) 426-6300 Fax: (845) 314-9690
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