“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office - have all worked together on my behalf for many years. I didn't think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.”
Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez
Creative Planning Strategies
2020-10-26T19:57:50-04:00
Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez
“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office - have all worked together on my behalf for many years. I didn't think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.”
https://cpsnyc.com/testimonials/ken-m-mandelbaum/