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Seidman Private Advisors, LLC
       
 
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Seidman Private Advisors, LLC
 
 
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SPA employs a disciplined, structured approach to planning, aimed at both developing and implementing a comprehensive plan customized to the needs of each client. We are committed to a fully integrated "Total Wealth Management" approach that is designed to address your entire financial condition. SPA provides access to a menu of services including: investment advisory services, investment management, financial and retirement planning, insurance planning and risk management, estate planning, and education planning. This approach is structured to provide you with substantial benefits, including:

   * Time-saving coordination of financial services
   * Several service providers to choose from
   * Synergy in coordinating financial and estate plans
   * Emphasizing a "service-driven approach," not a sales orientation

We hope that you, like so many of our clients, will come to rely on SPA for all of your professional service needs.


 
 
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