What is a Financial Planner?
A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
Here are a few of the financial products we assist clients with:
If you are interested in working with a Certified Financial Planner, we work exclusively with Wayne Quint, CFP® from Quint Investments and Insurance. Contact us for more information.
2568 Route 55
Poughquag, NY 12570
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