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Tag: advisor transitions

IDT Capital Group joins New York Financial Partners | Long Island Business News

February 13, 2026February 14, 2026 · Business

IDT Capital Group, an independent wealth management firm in Melville, has joined Jericho-based New York Financial Partners.  IDT, headed by financial advisor David Calderon, oversees about $186 million in client assets, providing…

Read more IDT Capital Group joins New York Financial Partners | Long Island Business News
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