LA
Lori Ann Scime
Director Of Operations at Note Advisors,
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Work Experience
Director Of Operations
Present
Company Details
11-50 Employees
There are two types of business wealth planners. Those who get close to you, and those who get close to your money. At Note, we only have the first kind. Sure, we know how to manage investments. Lots of people do. The most valuable service of all is the attention given to what matters most: your family, your business, your wealth, your legacy.
Year Founded
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Social Media
LinkedinFacebookTwitter
Industry
Investment Management
HQ Location
50 Lakefront Blvd Suite 215 Buffalo, New York 14202, US
Keywords
Financial PlanningWealth ManagementInvestment Planning401K
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