Financial Advisors in Smithtown, New York (Suffolk County)

Scott Weiss, CFP, CMFC, RICP
HOW WE HELP YOU Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions.
PRE-RETIREMENT THROUGH RETIREMENT Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options. Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.
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Maureen Whelan, CFP, MBA
COME IN FROM THE NOISE Are you a baby boomer looking for financial advice? You may feel like there are too many options to choose from. Investment consultants at your bank, insurance agents, "wealth managers" and online financial advisory services all have ideas about how you should invest your money. Yet you have a nagging feeling that there should be more. You want someone to look at your total financial picture - spending plans, income taxes, insurance needs and estate planning alternatives. Investments are only one part of the puzzle. They should be managed in harmony with your values and goals and adjusted to meet your changing circumstances.
Whelan Financial Planning is a small, independent, fee-only financial advisory firm that helps baby boomers simplify their financial lives make financial decisions with confidence and adapt their plans as they journey through retirement.
Maureen Whelan, CFP® does this by providing personalized and comprehensive financial advice, investment management, tax preparation and planning.... See More

J. Marc Vorchheimer, CFP
Integrated Financial Consulting sells no financial products avoiding any potential conflict of interest. We are client focused and concentrate on what is important to you. Years of experience has proven the first step to a successful financial solution begins with actively listening to a client's concerns. We help you develop concrete personal goals and design a customized plan of action to achieve them. Our integrated approach empowers you to make intelligent financial decisions that are consistent with your personal goals and values. Clients benefit from our expertise in retirement and estate planning, tax planning, investment advice and management, insurance counseling, college planning and career transition coaching. We design wealth building and tax reduction techniques to accelerate your path to financial independence. Our risk management and asset protection strategies help preserve your assets throughout your lifetime and beyond. ... See More

Matthew Hague
Guide Wealth Management is a private wealth management firm headquartered in New York. We have offices in Manhattan, Hudson Valley, and Washington, DC. The firm was born out of a desire to provide a sophisticated wealth management solution which puts the client first. Our areas of speciality include Small Business Planning, Entrepreneurs, and High/Ultra High Net Worth individuals. We provide comprehensive financial planning and tax preparation for our Wealth Management clients. Please use the link below to schedule a complimentary 30 minute 'get to know each other' session. ... See More

Charles "Chip" Simon, CFP, MS
Financial Planning without Product Sales. For Secure Retirements and Life's Transitions.
A NAPFA-registered ACP (Alliance of Comprehensive Planners) financial advisor in the Mid-Hudson Valley with offices in Poughkeepsie and Saugerties, NY and also serving clients via remote meetings.
Please click on our names (to your right) for more information, or please visit our website: www.taconicadvisors.com
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