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Top 30 financial advisors of 315 near 12508
Out of 400,000+ nationwide
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
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.
John L
CFP®, Series 66
Hopewell Junction, NY
Edward Jones
Michael S
Series 66
Beacon, NY
Edward Jones
Thomas G
CFP®, Series 66
Beacon, NY
Edward Jones
Austin S
Series 66
Fishkill, NY
Edward Jones
Jeremy A
Series 66
Lagrangeville, NY
Edward Jones
Anthony D
Series 63
New Windsor, NY
Edward Jones
Charles B
Series 63, Series 66
New Windsor, NY
Edward Jones
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.
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Top 30 financial advisors of 315 near 12508
Out of 400,000+ nationwide