Marie DeCaprio

MCD Advisors - Financial Planner

Briarcliff Manor, NY

http://www.mcdadvisors.com
I am a fee only financial planner and sole practitioner. I work with clients of all income and wealth levels to put together a personalized financial plan which includes analysis of cashflows, investments, insurance needs and estate planning needs. I charge either an hourly fee, a flat fee or a retainer fee depending on the clients' needs and the scope of the work that needs to be done.

What am I working on? view all

Getting ready to work as a volunteer on the Financial Helpline next week offered by Westchester County--the helpline's number is 2-1-1

updated: September 30, 2009 - 4:26pm

Services / Products view all

  • Fee-Only, Comprehensive Financial Planning

Industry Categories

  • Financial Services