J. AGRAWAL FINANCIAL GROUP

I have lived in the Hudson Valley for most of my life and love everything about it...the many hiking trails, lovely restaurants, mountains, the Hudson River and having raised our family here and living in Dutchess County, NY. I love what I do for a living and enjoy helping people plan for their financial future, securing their retirement, and taking care of their loved ones... Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement... Jim Agrawal, MBA, CFP, MSFS, Poughkeepsie, New York, 12601. Financial Advisor/planner that provides comprehensive pre-post retirement planning services and products such as mutual funds, annuities, life insurance, disability and long term care insurance, estate planning, portfolio management and design, fee based planning services, personal attention, very high customer satisfaction, 29 years in my business, working with many professionals such as..

Primary location: Poughkeepsie United States