Financial Goal Planning
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An educated Advisor you can count on
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Portnoff Financial, LLC may only transact business in those states in which it is registered as an investment advisor, or qualifies for an exemption from the state registration requirements under di minimus rules. PF is currently registered in California, New Jersey, New York, and Florida. In the event that a client is from a state that PF is not registered in, PF will confirm the exemption or seek registration in that state.
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