Home
About
- Our Team
- Contact
How We Help
Our Approach
- Case Studies
- One Page Planning Process
Insights
Client Logins

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Mobile: 978-732-3115

17 Gedney Circle

White Plains, NY 10605

taylor.nissi@pswallc.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

Advisory services are offered through Pleasant Street Wealth Advisors (“Pleasant Street”). Securities are offered through Purshe Kaplan Sterling Investments (“PKS”), member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY, 12207. Pleasant Street and PKS are not affiliated. Advisory services are only offered to clients or prospective clients where Pleasant Street and its representatives are properly licensed or exempt from licensure.