Explore how thoughtful financial planning goes beyond numbers to reflect your life, values, and long-term goals. Watch this video to see how advanced modeling and a fiduciary approach help simplify complex decisions and support confidence at every stage of your financial journey.
Client Testimonial:
Neon Money
Kaufman Rossin's risk advisory services team worked with Neon Money's chief compliance officer, Sam Santiago, to help the broker-dealer with their New Member Application. Following registration, our team continues to assist the firm with regulatory compliance while delivering tailored solutions to address their changing needs.
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