Fanch Richard C Tax & Financial Services

Optimus Group LLC is an independent financial services firm located in Halfmoon, NY, specializing in helping individuals and families create customized retirement strategies. With a team of experienced professionals, they offer a range of financial services, including retirement income strategies, legacy planning, and tax strategies for retirement. Their goal is to help clients regain control of their financial future and ensure they have a plan that continues to work even after they retire. Using a variety of insurance products, Optimus Group LLC tailors their strategies to meet the unique needs and objectives of each client. They provide thorough evaluations of current financial situations and offer custom strategies to help clients reach their retirement goals. With a focus on providing steady and reliable income streams, they aim to help individuals and families achieve their ideal retirements.Generated from the website

Hulbert Financial Group is a trusted financial planning firm located in Latham, NY, offering a comprehensive range of services including retirement planning, wealth management, ESG and sustainable investing, insurance planning, estate planning strategies, and business resources. With a team of experienced financial professionals, they provide personalized guidance, clear advice, and thoughtful solutions to help clients achieve their financial goals. Sequoia Financial Group, not owned or operated by Equitable Advisors or Equitable Network, is committed to delivering trusted financial guidance and solutions to clients in Clifton Park, NY, and Burlington, VT. Their team of highly qualified professionals, with a combined experience of 216 years and over $1.148 billion in assets, offers a wide range of certifications and credentials to provide clients with the knowledge and resources needed to define and achieve their version of financial success.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.