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  Financial Planning and Investment Management

Altfest Personal Wealth Management helps dentists with investment management, retirement, college, insurance and estate planning. Altfest is an independent fee-only firm, operating in the best interest of its clients. Its sole compensation is from the management of client investments and services provided to clients, not from transactions (commissions) or the sale of products. NYSDA Support Services has arranged a discount for NYSDA members on Altfest’s first year fee and a reduced minimum size portfolio for ongoing investment management. Toll free: 1-888-525-8337