Lourdes Borr is a registered investment advisor at Rivero CPA LLC, based in Westfield, NJ, with 21 years of industry experience. Lourdes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
If you need ongoing financial planning services, Rivero CPA, LLC will provide them at a pre-determined hourly rate. The hourly rate may vary based on the complexity of the services you need.
Rivero CPA, LLC charges $95 per hour for financial planning services. The total cost will depend on the complexity and scope of the plan, and your financial situation. The fee may be negotiable. If the time/cost exceeds the initial estimate, you will be notified and asked to approve the additional fee.
Location
Westfield, NJ
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Regulatory History (1)
Regulatory
November 2005Employment History
Current Registrations
Rivero CPA LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.