equitable

Fennell Financial Solutions, located in Pearl River, NY, is your trusted partner for comprehensive financial planning and investment services. As experienced financial advisors, we offer a wide range of products tailored to meet your unique financial goals. Our expertise includes retirement planning with various IRA options such as Educational, Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. We also provide brokerage accounts, variable annuities, and specialized retirement plans to suit your needs. Our services extend beyond retirement, encompassing tax planning, college savings, estate planning, and business-focused solutions like money purchasing and profit sharing plans.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Pearl River, NY area, Edie Haughney will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

O'Connell & Riley, in Rockland County, the experienced elder law and estate planning lawyers to deliver quality services without the hard sell. For more than three decades, we have helped New York and New Jersey families and business owners preserve and protect their homes, businesses and other hard-earned assets. We help our clients transfer those assets to their loved ones when the time is right. We have earned a reputation for a deep and sincere commitment and dedication to our clients.