Financial Services
Hours:
Monday through Friday, 9 AM to 5 PM or by appointment.
Driving Directions:
Follow directions to 2070 Route 52, Hopewell Junction. Enter the i.Park, formerly IBM East Fishkill, via West Drive, make the first left onto North Drive. Go straight ahead and use Guest Parking.
Our Total Life Compass™ integrates strategic financial planning with evolving strategies designed to navigate an ever-changing world: tax law updates, IRA regulations, and rising healthcare costs.