Melinda clearly cares about her clients. She listened to what I had to
say, and tailored her advice specifically for my needs, rather than
trying to sell products. She had a number of important
suggestions for my financial planning that I never would have thought of
on my own (e.g. need for disability insurance, considering inflation
indexed bonds, etc.) She is very knowledgeable about financial tools and services, professional and highly qualified.
1633 Broadway
3rd Fl
(between 50th St & 51st St)
New York, NY 10019
Neighborhoods: Midtown West, Theater District
(510) 325-9157
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