CHRISTA COATES

When you retain our services, we walk you through a comprehensive financial planning process,that results in significant value. You also are entering into a relationship, founded on a commitment to collaborate with you and serve your personal financial needs above all. Before we make any recommendations, we first take the time to fully understand your unique situation. Only then, do we create the strategies to help provide solutions to achieve your goals and help you stay on track as your situation changes... While we manage the financial planning process, we also have access to additional support from local and national teams of specialists. Our firm provides access to specific technical behind-the-scenes assistance and abundant intellectual capitol that ensures clients receive the highest level of financial planning advice... We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow...

Primary location: Poughkeepsie United States