WizdomOne Group Inc.

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 Hauppauge, NY area, Scott Kaufman 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.

United Financial Planning Group, based in Hauppauge, NY, is a fee-only financial planning, wealth management, and tax planning firm with additional locations in Lake Success and New York City. Their team of CPAs and CERTIFIED FINANCIAL PLANNER professionals adheres to the highest fiduciary standards, ensuring that clients' financial health is nurtured toward growth and resilience. The firm offers a comprehensive suite of services, including personalized financial planning, expert investment management, and proactive tax strategies, all designed to maximize wealth while minimizing taxes and fees. With a commitment to transparency and a focus on clients' best interests, United Financial Planning Group provides a holistic approach to financial well-being. Generated from the website

About Quest Capital & Risk Management, Inc. For those seeking professional knowledge, experience and on-going support to align their investment strategy with their retirement income and financial life goals. For more details please email us at jdisalvo@questcapitalmgmt.com