The 30 Best Retirement planning usa in Cold Spring, New York

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Shad Jeffrey A is a reputable accounting and finance institution located at 3212 U.S. 9 in Cold Spring, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their dedication to providing top-notch service and personalized solutions has earned them a strong reputation in the community. Whether you are an individual or a business owner, Shad Jeffrey A is committed to helping you achieve your financial goals.

Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.