Direct booking

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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 315 near 12508

Out of 400,000+ nationwide

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Scott W

CFP®, CRPC®, AAMS®, RICP®

Mahopac, NY

Weiss Financial Group LLC

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision. By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up with solutions that provide peace of mind. If you are looking for someone you can trust to explain complicated financial issues in a clear way and want to delegate your investment program to a financial advisor, you’ve come to the right place. ★ WHAT MAKES ME DIFFERENT I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals. As a career changer and father of two teenage boys, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them transition into their vision of a successful retirement. ★ SPECIALTIES • Retirement Planning • Portfolio Management • Approaching Retirement • Late-Career • Retirement Income Planning • Asset Allocation Strategies • Fund Selection • Ongoing investment monitoring • Life Transitions • Sudden Money Situations • Dealing with the loss of a spouse • Dealing with an Inheritance • Dealing with Stock Options • Help with 401(k) and IRAs • College Education Planning • Cash Flow Planning • Coordination with other professionals

Wealth management General retirement planning Baby Boomers (Born 1946-1964) Widow/Widower
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Keith W

CFP®

Mahopac, NY

Weiss Financial Group LLC

A thoughtful guide and partner for your financial life. I believe your finances should support a life filled with meaningful experiences—and the most memorable moments are those we get to share. My work focuses on helping clients bring clarity, intention, and confidence to their financial decisions so they can live in alignment with what matters most. As your advisor, I’m here to help you organize your financial life, understand your options, and navigate each stage with clarity. When questions arise, you don’t have to sort through them alone—our partnership is built around ongoing communication, education, and support. Specialties * Small business owners, Company employees, Real Estate owners, Public Service & government workers. * Pensions, 401(k) plans & stock options, 403(b), 457 plans, Real Estate Investments, Small Business Company Retirement Plans. * Highly motivated savers that are in the Accumulation Phase of building their nest egg and/or family wealth.

Wealth management Cash flow / budgeting General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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John L

CFP®, Series 66

Hopewell Junction, NY

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Wealth management
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Michael S

Series 66

Beacon, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive Doctor or Medical Professional
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Thomas G

CFP®, Series 66

Beacon, NY

Edward Jones

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Austin S

Series 66

Fishkill, NY

Edward Jones

Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Jeremy A

Series 66

Lagrangeville, NY

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Anthony D

Series 63

New Windsor, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Charles B

Series 63, Series 66

New Windsor, NY

Edward Jones

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George D

Series 63, Series 65

Poughkeepsie, NY

Merrill

George Decker is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 45 years of experience in the industry, he provides personalized wealth management strategies to help clients pursue their long-term financial goals. George is committed to creating flexible financial plans tailored to the evolving market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. George holds a Bachelor’s Degree in Business Administration from Marist College in Poughkeepsie, New York, and carries the Personal Investment Advisor (PIA) designation. He is actively involved in his community, serving on the Board of Directors for Angels of Light and having previously served on the boards of Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. George lives in Millbrook, New York with his wife Lori and is a father of six children and grandfather to ten grandchildren.

Wealth management
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