Testimonials
Noa helped me gain control of my money. She's been honest, cheerful and well worth it. I recommend her without reservation
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~C Stevenson, Producer
NYC & LA
Noa is smart, caring and conscientious financial planner. She helped a client of mine by analyzing her finances and providing short and long term recommendations. Noa gave my client good sound advice and peace of mind. Priceless!
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~Linda Samuels, Oh So Organized
Westchester County, NY
Noa was very responsive to my financial situation and non judgmental. She is my go to person for everything money.
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~ J Boudreau, Boudreau Design
NYC
Noa is a gem and I am sure you will be happy wit her team's financial planning efforts on your behalf.
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~S Diamond, Wealth Manager
Hartford, CT
Noa's team helped me to define my financial goals, create a financial plan to follow and help to sty on track. She has a very strong ethic compass. Nothing made her happier than to see me achieve my goals.
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~JTS Paralegal
Hilton Head SC
I have known Noa for several years, and I have been consistently impressed by her professionalism, empathy for her clients, organizational skills and wide range of knowledge, particular financial acumen.
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