3 Dimensional Wealth Advisory
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- The mission of 3 Dimensional Wealth Advisory (formerly Diefendorf Capital Planning Associates), is to help create and preserve the values and valuables of families in perpetuity. 3 Dimensional Wealth Advisory is a total wealth management firm with a unique approach to financial planning. By redefining wealth in 3 dimensions, one must look beyond the traditional, 1 dimensional approaches to managing financial wealth, and incorporate ones personal and social wealth. Our incorporation of values based planning will provide a practical path for preparing heirs to create, protect and preserve their own 3 dimensional wealth. Total wealth management services we offer include: asset management, employee benefits, fee-based financial planning, 401k, insurance, multi-generational family wealth counseling, retirement planning, tax planning, and trust services.
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Headquarters:152 Forest Avenue , Locust Valley, New York, United States
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Phone Number: +1 800-521-0267
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Website: https://www.3dwealthadvisory.com
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Employees:6
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Revenue:$1 - 10M
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Legal Name:3 Dimensional Wealth Advisory
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3 Dimensional Wealth Advisory's Social Media
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| NAICS Code: 523920 |
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Frequently Asked Questions regarding 3 Dimensional Wealth Advisory
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Where are 3 Dimensional Wealth Advisory's Headquarters?
3 Dimensional Wealth Advisory's Headquarters are in 152 Forest Avenue ,Locust Valley,New York,United States
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What is 3 Dimensional Wealth Advisory's phone number?
3 Dimensional Wealth Advisory's phone number is +1 800-521-0267
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What is 3 Dimensional Wealth Advisory's official website?
3 Dimensional Wealth Advisory's official website is https://www.3dwealthadvisory.com
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What is 3 Dimensional Wealth Advisory's Revenue?
3 Dimensional Wealth Advisory's revenue is $1 - 10M
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What is 3 Dimensional Wealth Advisory's NAICS code?
3 Dimensional Wealth Advisory's NAICS code is 523920
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How many employees are working in 3 Dimensional Wealth Advisory
3 Dimensional Wealth Advisory has 6 employees
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What is 3 Dimensional Wealth Advisory's Industry?
3 Dimensional Wealth Advisory is in the industry of Financial Services
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Who is 3 Dimensional Wealth Advisory's Partner?
3 Dimensional Wealth Advisory's Partner is Robert Halbreiner