Barbara Waller
Financial Planning Assistant at Pivotal Planning Group, LLC | Massapequa, New York, United States
Barbara Waller’s Email & Phone Number
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Financial Planning Assistant at Satty, Levine & Ciacco, CPAs, P.C. in January 2009 - Present
Financial Planning Assistant at Pivotal Planning Group, LLC in August 2009 - Present
Pivotal Planning Group, LLC | 686 followers on LinkedIn | Critical Advice - That Works For You. | Pivotal Planning Group, LLC is a SEC Registered Investment Adviser and Fiduciary to 401(k) and Retirement Plans. We are dedicated to helping individuals, plan sponsors and trustees achieve their goals through education, prudent planning and unbiased advice. Our independent and collaborative structure provides unique access to innovative solutions that allows us to serve our clients free from any conflicts of interest, bringing them peace of mind to pursue their dreams, goals and aspirations.
Discover more about Pivotal Planning Group, LLCWhat is Barbara Waller email address?
Email Barbara Waller at [email protected] and [email protected]. This email is the most updated Barbara Waller's email found in 2026.
What is Barbara Waller phone number?
Barbara Waller phone number is 5163954863.
How to contact Barbara Waller?
To contact Barbara Waller send an email to [email protected] or [email protected]. If you want to call Barbara Waller try calling on 5163954863.
What company does Barbara Waller work for?
Barbara Waller works for Pivotal Planning Group, LLC.
What is Barbara Waller's role at Pivotal Planning Group, LLC?
Barbara Waller is Financial Planning Assistant
What industry does Barbara Waller work in?
Barbara Waller works in the Financial Services industry.
