Free Portfolio Evaluation

Our complimentary portfolio consultation gives investors the opportunity to receive a comprehensive analysis of their current portfolio holdings as well as specific recommendations on how we believe portfolio allocation and investment choices should be updated to better reflect the current environment.

The information you submit below will NOT be distributed or shared with any third parties and will be processed solely by 1879 Advisors. Please read our Privacy Policy for further details. You may also call us at 800-433-0323 to schedule your appointment.

 
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© 2020 by 1879 Advisors® which is the marketing name used by Bruderman Asset Management, LLC, an investment adviser registered with the SEC and which provides investment advisory products, and its affiliate company, Bruderman Brothers, LLC, member FINRA/SIPC through which securities are offered.

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