Frankie Lagrotteria is a Financial Advisor at Payne Capital Management. She is based in the New York City office, but splits her time at the Blue Bell, PA office. Frankie works together with her clients, that she calls Frankie’s Financial Friends, to create individual goal- based holistic financial plans.
The monthly payment may throw off your expenses and could jeopardize your savings, like 401(k) contributions.
8 February 2021I found an interest in wealth management because it allows for a dual mix of numbers and charts, and communication skills.
5 September 2019