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Sound Mind Financial
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
475 Sherrill Rd, Sherrill, New York, 134...Phone Number
(315) 821-2827Website
www.soundmindfinancial.comRevenue
<$5 MillionIndustry
About Sound Mind Financial
Sound Mind Financial LLC is an independent financial advisory firm based in central New York, dedicated to helping clients achieve their lifetime financial goals. The firm offers a range of services including retirement planning, college planning, and investment management, emphasizing a relational approach to client interactions. Their commitment is guided by core values such as independence, trust, competence, service, and legacy. They cater to individuals seeking personalized financial guidance and strategies tailored to their unique needs.Explore more
SIC Code 62,628NAICS Code 52,523Show moreSound Mind Financial Org Chart
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Sound Mind Financial LLC is an independent financial advisory firm based in central New York, dedicated to helping clients achieve their lifetime financial goals. The firm offers a range of services including retirement planning, college planning, and investment management, emphasizing a relational approach to client interactions. Their commitment... Read More
