Stony Point, NY
If you are retired, or within a few years of retirement, we expect you’ve had several advisors; that you have done a good job accumulating over the years; and yet for any number of reasons, you may have concerns.
We want you to know you’re not alone. While many families successfully save money and set goals, we’ve found it’s simply not enough to establish your long-term goals. You’ll also need a lifestyle plan, a legacy plan, and an income plan that matches those goals—and then someone to help you keep it all together.
At Emerald Retirement Planning, that’s what we do, and what we offer—systematic yet customized planning along with objective advice and counsel. Please call us to schedule some time to review our process. The first meeting is complimentary.
17 Squadron Blvd
New City, NY
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial strategies that line up with their needs, goals and risk tolerance. I take a comprehensive approach to wealth management which encompasses all aspects of investing, liability management, risk management, and trust, estate, and fiduciary services. By this approach, I help individuals, families, and businesses to build, manage, preserve, and transition wealth.
My process begins by listening to my clients and gaining an understanding of their current situation and their future goals. I analyze the information the client’s share with me and I go to work. I develop various solutions to address the client’s concerns and objectives until I arrive at a solution specifically designed for my client, always being mindful of controlling costs and expenses. It is extremely important that clients understand my recommendations thefefore I explain, in depth, my findings, and with agreement I implement those solutions in an independent, objective and unbiased manner. As life circumstances change, so must the investment strategies used. For that reason, I continue to monitor, evaluate the progress and make adjustments to the plans as necessary.
I am proud of the education, training, and ongoing commitment to professional development that I bring to each relationship. With my education experience and background I provide the utmost due diligence and service to my clients and with my wide range of accomplishments, bedside manner and active listening skills, I have the ability to educate and advocate for my clients in order to help my clients and their families succeed financially.
Since 1996, Joyce Insurance Agency has provided the businesses and people of Rockland County, NY with unparalleled service and savings on their insurance. Barnaby Joyce, our agency’s founder, has been a leader in the community as well as a dedicated business owner. The team here understands what it is like to live and work in the Stony Point community, and as such, takes personal pride in its success.
Pearl River, NY 10965
Palisades Credit Union is a not-for-profit organization founded in 1941 with a vision of building valued relationships through a lifetime of financial solutions. It operates three branches and provides a suite of full service banking products and services. Membership to Palisades Credit Union is open to anyone who lives, works, studies, volunteers, or worships in Rockland County, New York or Bergen County, New Jersey.