Treesa Financial Planning, LLC
Treesa Financial Planning, LLC (CRD# 165288) is a financial advisory firm headquartered in Closter, NJ. They serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Treesa Financial Planning, LLC
1
Theresa Wan (CRD# 4675039) is an Investment Advisor Representative working at Treesa Financial Planning, LLC in Closter, NJ and has over 20 years of experience in the finance industry.
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