120 Broadway
37th Floor
New York, NY 10271

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Robert Soler, CFA, RICP

(212) 701-2539

 

Uncommon Knowledge for Your Life

 

When it comes to managing money, many people get frustrated with their results. I look at money management differently, using a revolutionary web based tool that organizes a person’s entire financial picture and updates itself automatically every day.

With The Living Balance Sheet® (LBS), my clients see for the first time what they have in one place and how all of their financial pieces fit together.

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