TOP 30 Retirement planning services in Irvington, New York

7 results found

Stewardship Financial Planning, Inc is a reputable finance institution located at 90 North Broadway in Irvington, New York, United States. With a focus on providing personalized financial planning services, Stewardship Financial Planning, Inc is committed to helping individuals and families achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance on investments, retirement planning, estate planning, and more. Trust Stewardship Financial Planning, Inc to be your partner in navigating the complex world of finance and securing a prosperous future.

Jean Kim Sears is a financial advisor at Ameriprise Financial Services, LLC located at 90 North Broadway in Irvington, New York, United States. Jean Kim Sears holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jean Kim Sears' expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical standards and continuing education, Jean Kim Sears is dedicated to providing comprehensive and personalized financial advice to clients.

Huffman Financial Services is a reputable finance institution located at 1 Bridge Street in Irvington, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Huffman Financial Services is your trusted partner in financial success.

Sears Advisory Group - Ameriprise Financial Services, LLC, located at 90 North Broadway in Irvington, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio analysis to help you achieve your financial objectives, whether it be retirement planning, education savings, or a major purchase. We prioritize regular meetings to review your progress, make adjustments as needed, and track your journey towards your goals. With secure online access, you can monitor your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial aspirations. Our financial advisors are registered in specific U.S. states, and additional information can be found on our website or through FINRA's BrokerCheck. We look forward to helping you and your loved ones secure a prosperous financial future.

James Tipper Sears is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 North Broadway, Irvington, New York, United States. James Tipper Sears holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, James Tipper Sears is dedicated to providing comprehensive financial services to individuals and small business owners.

Edward Jones - Financial Advisor: Christopher Feliz is a reputable finance institution located at 19 Main Street in Irvington, New York, United States. Christopher Feliz is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to individuals and families. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Christopher Feliz is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Christopher Feliz and his team are committed to providing expert guidance and support every step of the way.

Metropolitan Risk Advisory is a leading insurance agency located at 1 Bridge Street in Irvington, New York. Our team of experienced professionals is dedicated to providing personalized risk management solutions for individuals and businesses alike. With a focus on customer service and comprehensive coverage options, we strive to protect our clients from life's uncertainties. Contact us today to learn more about how Metropolitan Risk Advisory can help safeguard your future.