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David S
Series 65
Eastchester, NY
David's Planning Services, LLC
David Siflinger is the principal of David's Planning Services, LLC in Eastchester, NY. He holds a Series 65 license and has two years of industry experience. Prior to his current role, he worked at DermX Media and RNN-TV. David's Planning Services, LLC offers general financial planning to individuals and small businesses, focusing on budgeting, retirement and investment guidance, insurance advice, tax preparation, and education planning. The firm typically recommends diversified mutual funds and employs a buy-and-hold strategy without managing client assets or accepting discretionary authority.
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