Kathy Wong - Wilmington Advisors @ M&T

Services Offered

• Financial Planning
• Investment Analysis
• Goals-Based Planning

About

Kathy Wong is a financial advisor based in Manhasset, New York, providing personalized financial planning and investment guidance. She specializes in creating tailored financial plans that prioritize clients' unique goals and circumstances. Kathy works closely with clients to analyze their investments and develop strategies that align with their needs and desires. Her approach focuses on holistic understanding and goals-based planning, making her services suitable for individuals seeking comprehensive financial advice.

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