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 Poughkeepsie, NY:
Scott Weiss
CFP®, RICP®, CRPC®, AAMS®, AWMA®, APMA®, CMFC®
Weiss Financial Group
Mahopac, NY
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.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
