Taconic Advisors

H. Haller Financial is an independent financial planning firm located in Saugerties, NY, with over 30 years of experience specializing in retirement planning. Their unique approach is based on real-life experiences rather than scare tactics, offering clients a personalized retirement experience. They also provide expertise in other areas of wealth management, including asset allocation, investment planning, education planning, estate planning, tax reduction planning, and protection planning. With a focus on maximizing retirement experiences, H. Haller Financial offers a Green Means Go retirement philosophy, ensuring clients feel confident and prepared for their future. Their team of experienced advisors is dedicated to providing comprehensive financial solutions tailored to individual needs and goals, helping clients navigate the complexities of retirement planning and wealth management.Generated from the website

Third Eye Associates is a fee-only registered investment advisory firm based in Red Hook, NY, offering Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to clients across 25 states. Their philosophy centers around helping individuals clarify their vision, reconnect with their dreams, and use that energy to achieve both financial awareness and emotional fulfillment. With offices in New York City and Red Hook, Third Eye Associates provides independent life and wealth planning services, aiming to assist clients in realizing their greatest asset - a rewarding life. Their team of professionals is dedicated to helping individuals achieve their financial goals and create a purpose-driven future.Generated from the website

Valley Financial Service located in the charming town of Red Hook NY offers expert financial advisory services tailored to meet individual and business needs. With a focus on personalized strategies their team is dedicated to helping clients achieve their financial goals through investment planning retirement strategies and financial education. Experience professional guidance in a welcoming environment that prioritizes your financial well-being. Generated from this place's information