Accounting and Bookkeeping “Being the member of a team that is 100% focused on serving its clients’ best interests is a source of great inspiration and fulfillment for me.” Carmina …
Mark Levenson
Operations, Trading and Business Development “The most important thing is to live a fulfilling life and share that with your family and be healthy. Money is a means to that …
David Levenson CFP®, CIMA®
Financial Planner, Investment Modeling, Trading and Business Development “I like problem solving—allowing people to live their lives, not let their money be such a concern.” Dave is Value Monitoring, Inc’s …