47 Maple Street, Suite 104, Summit, NJ, 07901
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Melissa is the Director of Financial Planning at Journey Strategic Wealth, an RIA, dedicating nearly full-time hours to running financial plans for clients. She also serves as a Notary Public, notarizing documents for clients free of charge, which takes minimal time.