Moneta Group
Moneta Group Advisor Cynthia Kirkpatrick works on the Heffernan Team to contribute her skills and over 15 years experience in the financial services industry to helping clients manage their financial lives. She strives to relieve clients’ feelings of worry about their finances by breaking things down and identifying the right thing to do in order to develop a plan for financial success.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.