Mary Van Nostrand (CFP®)
Mary Van Nostrand focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- AUM
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
“Fee Only Comprehensive Financial Planning and Investment Management for individuals and families and small business.”:Additional Information
Mary has more than 30 years of experience in the investment industry and prides herself on being her clients’ trusted partner. As an independent registered financial advisor, she provides a personalized wealth management process by putting the client first.NAPFA Start Date
May 04, 2004
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