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TOP 30 Financial planning resources in Woodbury, NY
3 results found
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SCORE
SCORE is a finance institution located at 200 Rt 300, Woodbury, New York, United States. We offer free and confidential one-on-one business counseling through phone, email, and in-person meetings in the Mid-Hudson Valley area. Our workshops cater to both start-up entrepreneurs and seasoned small business owners. At SCORE, we believe that everyone has the potential to start and manage a successful small business, but we understand that the journey may be more challenging for some individuals. We provide specialized resources and mentoring approaches to meet the diverse needs of our clients.
Ryan Crosby - State Farm Insurance Agent
Welcome to Ryan Crosby - State Farm Insurance Agent, located at 531 New York 32 in Woodbury, New York. Just a mile away from the Woodbury Commons and across from Jay's Deli, we are here to provide you with personalized insurance plans tailored to your needs. As a proud State Farm agent with over 28 years of experience, I am dedicated to helping individuals and families in New York, New Jersey, and Pennsylvania protect what matters most to them. At our agency, we offer a wide range of insurance services including car insurance, home and renters' insurance, life insurance, and financial services. Our team of experienced professionals is here to assist you in understanding and selecting the right coverage for your unique situation. Whether you need protection for your vehicles, property, or loved ones, we are here to help.
Fusion Family Wealth, LLC
Fusion Family Wealth, LLC is a finance institution located at 88 Froehlich Farm Boulevard in Woodbury, New York, United States. They offer behavioral-based investment counseling designed to protect and enhance wealth. Their approach focuses on goal-focused and planning-driven investments, teaching clients to break from conventional wealth-management advice that fosters reactive behavior. Fusion counsels investors on the importance of patience, discipline, and faith in the future as key attributes of successful investors. As an independent, fee-only fiduciary advisor, they maintain objectivity and alignment with clients' best interests. Their strategies are targeted towards investors with liquid portfolios of at least $5 million, combining planning and wealth management experience. Fusion believes in developing a plan based on an investor's resources and objectives, rather than making educated guesses about market movements. They emphasize steadfast adherence to a plan designed to achieve goals regardless of short-term market fluctuations. To learn more about their behavioral investment counseling approach, visit their website or contact them at (516) 206-1320.
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