A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Croton-on-Hudson, NY:
CFP®, RICP®, CRPC®, AAMS®, AWMA®, APMA®, CMFC®
Weiss Financial Group
Specialties: Retirement Planning, Portfolio Management, Retirement Income Planning, Sudden Money Situations, 401(k)s and IRAs
I am a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT) specializing in helping pre-retirees and retirees with their retirement plan & investments.
CFP®, MBA, EA
Great Path Planning
Specialties: Retirement Income Planning, Small Business Ownership, Business Ownership Transitions (Buy/Sell), Tax Planning and Advice, Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in Goshen, NY, and Suffern, NY.