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Browse these retirement planning services with great ratings from Thumbtack customers in Schenectady.
I initially came to see Douglas because I had plans to buy property/move into a more expensive apartment. I deal with a lot of anxiety when it comes to money, and he came highly recommended. He eased my mind as we walked through my finances and what I need to work on in my budget. He is patient and kind and a pleasure to work with. I plan on seeing him again soon!
We teach people how to get out of their debt and retire on track. We educate middle-income families on how money works!
As a financial planner and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.
At Zoar Financial, we are committed to being a truly independent financial and investment adviser. We pride ourselves in doing research on financial issues, as well as investments that can have both timely and pertinent impact(s) on our clients' situation. Through careful questioning and research, we help to construct a financial plan that is specifically tailored to each client's situation.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest-quality information, services, and products to help you reach your goals.
We are an independent financial services center. We offer retirement and education planning, estate planning, senior security, investments and insurance.