Susan Veligor (BA, CFP®)
Susan Veligor focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
We help clients organize their financial lives, identify their passions, and work toward realizing their goals. We endeavor to develop comfortable long-term relationships that promote rich and fulfilling lives.NAPFA Start Date
January 21, 2000