We want you to think of Keeping Track as your personal “CFO” [Chief Financial Officer]. In that capacity we will help stabilize your finances and keep you up-to-date.
Keeping Track will take responsibility for everyday finances for you, or for a loved one. We will eliminate the headaches and the worry. And all information will be kept totally confidential.
Keeping Track is a service that offers you peace of mind. You will be secure in the knowledge that your financial affairs are in order. And so will the people you care about, if you want to share this information.
Leslie Quest is the founder of Keeping Track, a new service to help individual clients manage their personal day-to-day finances.
Leslie has over 30 years of business experience, specializing in bookkeeping services for businesses and individuals.
Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.
This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
© The Strebel Planning Group | All Rigts Reserved 2013 - 2016