Revolutionary Financial Planning 4 Executive Park Drive, New York 12065,

"Revolutionary Financial Planning has worked with my husband and myself helping us to prepare for retirement. The team helped us with financial planning, investment management, & helped me pick my medicare plan. Easy to work & a great team - Jeff, Reese, Nick, & Michael"

"Nick and Reese have been fantastic. My wife and I started using them because we didn’t know how best to plan for our future and for our kids future. They’ve been great helping us fine tune our financial plan so we get on the right track. It’s an eye opening experience and I’ve been recommending them to everyone I know."

"Approximately five year ago, it could even be longer, time has a way of just slipping by, my husband and I met with Jeff Jones about what we could do to prepare for our retirement. We were in our late fifties, my husband was self-employed and due to health reasons was slowing down. I was still working a job that was suited to being available to attend any and all school or sport functions our children may have had as well as being available to care for aging parents. We were not financially savvy, yes, we had IRA's, savings accounts, some inherited stocks, a 401k from my job, but it was not working for us, it was just there, nice and safe. Due to a switch with the company I worked for, I needed to roll over my 401k, I met with Jeff Jones, I explained to Jeff that I have no financial knowledge, he said that is why he does what he does. We discussed what my options were, plus he took the time to ask questions about my husband's and my financial future plans. Jeff was not being intrusive, his questions got me to thinking, what does our financial future really look like. Returning home, I spoke with my husband, it was decided that we needed to make an appointment with Jeff. This was the best decision we have ever made, Jeff, Reese Hughes plus the entire team worked with us to make a plan that was tailored to our needs. Recently, Michael Stanton navigated my husband through the Medicare maze. We cannot say enough positive things about Revolutionary Financial Planning, we highly recommend this team of dedicated professionals. If you are looking for a financial team that will work with you, go no further, Revolutionary Financial Planning is where you need to be. Lynn and Gary Humphrey"

"Revolutionary Financial has provided my family with strategic advice so that we can retire with confidence. I wish we had found these advisors many years ago. Jeff and team are dedicated to helping us achieve our goals."