Financial Advisors in Plainview, New York (Nassau County)

Joanne Marion, CFP, CPA, MBA
Marion Financial Advisors is an independent, fee-only financial and investment advisory firm. I work with clients who want to get better control of their finances and become more knowledgeable financial consumers. I first see my clients when they come to me with a problem . . .We are contributing to our 401k plans but we don't know if we are putting the money into the right investments. We also want to start saving for our kids' college education but are not sure how we should be doing it.We want to retire in ten years but don't know if we have saved enough to retire comfortably.I am retired and don't know how much I can spend without running out of money.My husband died last year and he handled all of our finances. I don't know anything about this stuff. I find that although many people have concerns like these, they often don't address them because they are too busy or just don't know where to start. I work with clients to deal with these pressing issues. We then work together to define what their values and goals are and then develop an integrated financial plan in line with these values to achieve these goals.... See More

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

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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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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