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About Us
Our Team
Raymond Menna, CFP®
Jacqueline Menna
Rachel Menna
Richard Cecchi, CPA
Services
Retirement Planning
College Planning
Tax Planning
Legacy Planning
Contact
Menu
Home
About Us
Our Team
Raymond Menna, CFP®
Jacqueline Menna
Rachel Menna
Richard Cecchi, CPA
Services
Retirement Planning
College Planning
Tax Planning
Legacy Planning
Contact
Contact Us
What We Do
Our Areas of Expertise
Retirement Planning
A personalized approach to your financial needs.
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College Planning
The ability to offset the costs of higher education.
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Tax Planning
A full tax analysis into your individualized financial plan.
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Legacy Planning
How to transfer your wealth to your loved ones upon your passing.
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