Financial Advisor

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Ameriprise Financial Services, Inc. – Flat Iron Financial Group
Address: 25 Main Street, Suite 3-2, Goshen, NY 10924
Business Phone Number: 845.291.7000
Business Fax: 845.678.3366
Contact Name: Mark Kalish, CFP®, APMA®, CLTC
Business Description:

Our approach at Ameriprise Financial, we believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. We ask the right questions and listen closely to your answers. We will then provide guidance and advice along the way, monitoring your progress and making adjustments to your plan as needed to ensure you stay on track. Areas of Focus Investments Retirement Planning Strategies Estate Planning Strategies Small Business Employee Stock Options .Based on licenses and registrations I hold, I may also conduct business in AZ, SC, MA, MD, PA, CO, NJ, TX, VA, NC, CA, FL, CT, GA.CA Insurance #0F52885 Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and “likes” should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Pucci Financial of Raymond James
Address: 500 Canal Street
Goshen NY 10924
Business Phone Number: (845) 360-9500
Contact Name: Jason Pucci
Business Description:

Before the age of mass production and self-service, there were specialists who were masters of their crafts, from woodworkers to goldsmiths. They took great pride in their work, knew their clients personally and held them in high regard.

At Pucci Financial of Raymond James, we too have a specialty – customizing investment portfolios to the specific goals and investment needs of every client we serve. Our team applies more than 100 years of combined experience to carefully selecting every investment to help ensure the best fit for your life.

In our view, your investment portfolio was never intended to be a packaged good. If that seems old-fashioned to those on Wall Street, we remain steadfastly unapologetic.