Noah Rosenfarb, CPA
Chief Investment Officer

Thank you for sharing your personal information with us. We appreciate that you trust us to share your most personal goals, dreams, and your current situation with us.

We will keep this information strictly confidential and use it only to determine if we're a good match to work together. That said, we have one more step to go. 
 
Please find a time below on the below calendar for a call. On this call, Jenna and Peter will go over your information with you and how we can help.

Thank you for your time.