MASTER PLANNERS AND ASSOCIATES

Master Planners and Associates is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets... Our firm works exclusively on fee-based compensation, and offers first class investment research, disciplined portfolio management, and prudent investment advice provided by knowledgeable and experienced advisors. Our portfolios are designed to meet the needs of each of our clients. As a wealth management firm, tailored strategies that meet clients needs is our highest priority... We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your..

Primary location: New Hartford United States