Brewster Rotary Fall Festival
Description: As a financial advisor in Putnam County, New York, we specialize in Retirement Planning and Investment Management. Schedule a review today.
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Our goals are the same as yours - the growth and preservation of your wealth. We help with investment management and retirement planning as well as with special circumstances, such as dealing with the aftermath of a divorce or the loss of a spouse.
Unlike financial advisors who are affiliated with specific investment firms, we are an independent, fee-only financial advisory firm. We do not sell specific financial products, or receive commissions, bonuses or incentives. Our independence ensures that our clients receive objective advice without any conflicts of interest.
We are beholden only to our clients, and only succeed if you succeed.
Brewster Rotary Fall Festival