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TOP 30 Financial health management in Beacon, NY
3 results found
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Infiniti Wealth Management
Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.
Beacon Financial Advisors
Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.
Caitlin McVicker - State Farm Insurance Agent
Caitlin McVicker - State Farm Insurance Agent is a trusted insurance agency located at 1203 North Avenue in Beacon, New York. Owned by Caitlin McVicker, a proud native of the Hudson Valley, the agency opened its doors in April 2021. With a background in marketing and a passion for helping others, Caitlin and her team are dedicated to helping customers manage everyday risks, recover from unexpected events, and achieve their dreams. Services offered include life insurance, annuities, pet insurance, and financial services. The agency also provides valuable resources on topics such as drunk driving prevention, motorcycle safety, and food preparation tips. For personalized assistance with insurance and financial needs, contact Caitlin McVicker - State Farm Insurance Agent today.
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