Warwick Valley Financial Advisors

28 Railroad Avenue, Warwick, NY 10990

● Closed

3.7 3

Hours open

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Hours open

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

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28 Railroad Ave #2b, Warwick, NY 10990, United States

845-981-7300

warwickfa.com

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About the Business

Warwick Valley Financial Advisors is a reputable finance institution located at 28 Railroad Avenue in Warwick, New York, United States. As a comprehensive, fee-only financial services firm, we specialize in wealth management for individuals and their families. With over three decades of experience, our team of experienced professionals is dedicated to helping you simplify the complexities of managing your wealth, allowing you to focus on your business, personal endeavors, and family.

At Warwick Valley Financial Advisors, we offer two primary services: Financial Planning and Investment Management. Our goal is to help you achieve your financial goals for the future by providing sophisticated research, up-to-date tools, and objective guidance. We believe that educated clients make the best decisions, which is why we strive to empower our clients with the knowledge they need to make informed choices.

Whether you are looking to uncover hidden fees in your retirement plan, build and manage your wealth, or plan for retirement, we are here to help. Our tailored financial plans are designed to meet your specific needs and goals, ensuring that your money grows enough to sustain you and your family through retirement. Additionally, we offer specialized retirement investing guidance for teachers, providing valuable information and answering important questions about the various options available to school district employees.

When you work with Warwick Valley Financial Advisors, you can expect personalized, professional service and expert financial advice to help you secure your financial future. Check the background of our investment professionals on FINRA BrokerCheck and contact us today to learn more about how we can help you achieve your financial goals.

Reviews

Susan Fitzgerald:

"I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient."

almost 5 years ago

Anissa Kurian:

"Our experience with Ken and the Warwick Valley Financial Advisors was nothing less than fantastic. We had multiple initial phone conversations with Ken, specifically to discuss the 403b options at my school district. The initial consultation was very eye-opening to both myself and my finance-background husband, and Ken was able to go over the best initial financial investment opportunities for me to make, with very reasonable long term plans if we decided to pursue a relationship further. Ken was very knowledgeable about the various programs, and was clearly very passionate about the teacher retirement scam programs out there... and what we as teachers can do in lieu of blindly selecting a 403b. Thanks to Ken, we were able to get started with another state program that I wasn't aware had existed before the meeting. If we lived closer to Warwick, working with this team would be a no-brainer. 10/10, would like to cross paths again!"

almost 5 years ago

Brittani Kyle:

"Called to verify that i had the right address for the company, guy who answered the phone was rude and refused to confirm the right address and hung up in my face...wouldn't trust someone like that with my finances"

more 7 years ago

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