Retirement Planning & ADM Inc

Diefendorf Capital Planning, based in Locust Valley, NY, boasts over 16 decades of expertise in wealth management, dating back to 1875. They redefine wealth to encompass personal, financial, and social aspects, offering a holistic approach to financial planning. The firm's 3D Wealth divisions cater to diverse needs, ensuring a comprehensive strategy tailored to each client's unique circumstances.

Recognizing the significance of safeguarding financial assets, Diefendorf Capital Planning places a strong emphasis on responsible stewardship. Their team is dedicated to guiding clients through investment, retirement, insurance, and employee benefits planning with integrity and diligence. Should you have inquiries or require assistance, the knowledgeable 3D Wealth team is readily available to provide support and advice.

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