Spivak Financial Group
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Spivak Financial Group, a second-generation independently-owned wealth management firm established in 1965, specializes in providing tailored financial planning and tax strategies for affluent individuals. The firm focuses on unifying investments and tax strategies into personalized plans to help clients accumulate, distribute, and transfer their wealth while minimizing tax burdens.
With a dedicated team of experienced professionals, Spivak Financial Group emphasizes a personalized approach to financial management, ensuring clients feel seen and heard throughout their financial journeys. Their mission is to guide clients safely through the complexities of retirement planning, protecting their hard-earned money and legacy.
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