Financial Advisor

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Ameriprise Financial Services, Inc. – Flatiron 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.

Lynch Wealth Strategies
Address: 3 Coates Drive – Suite #5
Goshen NY 10924
Business Website Address: http://www.lynchwealthstrategies.com/
Business Phone Number: (845) 294-3456
Business Fax: (845) 294-1006
Contact Name: Edward Lynch
Business Description:
Tangredi Financial Services
Address: 301 Main Street Suite 2F
Goshen NY 10924
Short Business Description: It’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.

We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.

We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.

*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Tangredi Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Business Phone Number: (845) 360-5762
Business Fax: (845) 206-4311
Business Tags:
Contact Name: Anthony Tangredi
President, Tangredi Financial Services
Financial Advisor, RJFS