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Barbara J. Bouchey Asset Management, Inc.

EST. AUM
$50,697,904

CONTACTS

CLIENT ACCOUNTS
152

Firm Details

Metro area Albany
CRD Number 120034
Website barbarabouchey.com
Client types

Overview

Barbara J. Bouchey Asset Management, Inc. is a New York-based investment advisory firm that provides financial planning and portfolio management services to individuals and small businesses. The firm offers personalized advisory services, including investment management, retirement planning, estate conservation, and tax-efficient strategies. Its approach focuses on helping clients manage and grow wealth through tailored financial plans aligned with their long-term objectives. Advisory services are typically structured around ongoing portfolio oversight and comprehensive financial guidance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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