Fee-Only Financial Planners in Wappingers Falls, 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.