Carrie Gallaway - Yorkbridge Wealth
- Financial District
80 Broad Street #1701, New York 10004, New York, New York County
See Map | Get Directions - yorkbridgewealth.com
Categories
Description
We don't have a description for this business. If this is your business and you'd like to find out how to improve this page, please get in touch.
Reviews (1)
ISO recommendations for financial advisor who understands RSU vesting & capital gains tax strategy
I use Carrie Gallaway at Yorkbridge Wealth since before I got married. She has been very helpful in all of the transitions from marriage and pre nups to kids and 529s to homeownership. She doesn’t just recommend investments but truly seeks to understand your whole life and make sure you’ve thought of everything. She also specializes in advising women in any stage (single, married, divorced, etc). Carrie Gallaway cgallaway@yorkbridgewealth.com One side note, I have found while a financial advisor understands tax implications they often tell you to check with your accountant or can work together with them
