PlayBook Advizor
Financial Services
Port Washington, New York, United States
1 employees
- Employees
- 1
- Contacts
- 1
- Emails
- 1
- Phones
- 1
PlayBook Advizor Overview
- Headquarters
- Port Washington, New York, United States
- Website
- www.playbookadvizor.com
- Industry
- Financial Services
- Employees
- 1
- Founded
- 2021
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About PlayBook Advizor
The PlayBook Advizor is a Registered Investment Advisor (RIA) collaborating with: Plan Sponsors, Plan Participants, and Personal Clients to Know Their Plans by creating personalized PlayBooks. PlayBook Advizor's step-by-step personalized & actionable PlayBooks aim to guide and assist: 1. PLAN SPONSORS--to meet their fiduciary duties to Participants BY using allocated means IN the Participants' Best Interests. 2. PLAN PARTICIPANTS--to HAVE their Best Interests served by having a Plan created FOR THEM and being educated on Why it is important, What it is, and How to utilize it. 3. PERSONAL CLIENTS--to benefit from their own Plan Sponsors working in their best interests as well as personal understanding of how to maximize those resources in their overall Financial Plan. Do you have a PlayBook? If not, start today. Make more meaningful decisions by Knowing Your Plan. **Standard Disclosures** Advisory services are offered by The PlayBook Advizor an Investment Advisor in the States of CA and NY.
PlayBook Advizor Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
- Phone contacts
- 1
- 100.0% coverage
PlayBook Advizor Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Marianna Beddard, Aif®, Esq. | CEO of Playbook Advizor, an Ria | Port Washington, New York, United States |
Email
Phone
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