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How much money will I need to save for my child’s education? When should I refinance my mortgage? How do I plan for retirement? Should I invest in my 401(K)? Can I rely on Social Security? As accounting professionals, these are some of the common concerns that are posed to Chernow Kurtzman & Company on a daily basis. Chernow, Kurtzman and Company, P.C., knows that planning for the financial future can be confusing and overwhelming. The mission is to provide you with the information you need to help you make informed decisions about your financial situation. Chernow Kurtzman & Company uses the most up-to-date financial calculators and computer technology to ensure that they are providing you with accurate financial advice in a timely and efficient manner.

Founded in 2003, Ivy Rehab is a rapidly growing network of best-in-class outpatient physical, occupational, speech therapy, and ABA clinics throughout the United States. The Ivy Rehab Network comprises multiple brands dedicated to providing exceptional care, personalized treatment, and unparalleled outcomes. Ivy Rehab continues its strategic growth via ongoing investment in new partners who embrace a shared mission, vision, and values, and a culture of being “All About the People.”

Clients can expect their advisor to provide guidance in developing their financial plans and investment approaches. However, with Merrill, the advisor offers much more—listening to clients' needs and understanding what matters most to them and their families. Clients and their advisors work together one-on-one to help create a strategy that is uniquely theirs.