Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T

Services Offered

• Financial Planning
• Retirement Planning
• Investment Management
• Tax Planning

About

Naomi Tanabe is a financial advisor based in Cos Cob, Connecticut, providing personalized financial planning services. She specializes in creating tailored financial plans that align with her clients' goals and adapting them as their circumstances change. Naomi emphasizes consistent communication and partnership with her clients to help them achieve their desired lifestyle, including retirement planning and tax efficiency. Her approach is centered on understanding individual needs to facilitate long-term financial success.

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