Financial Planners near Malta
Financial Planners near Malta picked by BestProsInTown
5 businesses
Continuum Wealth Advisors
“I can't say enough about Continuum Wealth Advisors. I recently went to a free Taxes in Retirement seminar at the Crandall Library in Glens Falls NY which was presented by Continuum Wealth Advisors. Pat Kalish was the presenter for the bulk of the seminar. I learned a lot that I did not know about taxes in this seminar. All of the staff at the seminar were very friendly, helpful and answered any questions we had. At the seminar, they offered a free 30 minute one on one consultation at their office in Saratoga Springs NY to review and answer questions based on the individual's own situation. I quickly made an appointment for the consultation which I am so glad I did. I met with Pat Kalish. He is wonderful to work with. He is very knowledgeable, patient and listened to everything I presented to him. He answered all the questions I asked, he guided me through understanding so much about taxes that I was not aware of, explained so much about required minimum distributions on IRA's, and gave me his suggestions on how I can get the best results with my retirement income and savings. I definitely recommend Continuum Wealth Advisors.”
The Optimus Group, LLC
“Phil, Amy, and Erin are all great. We frequently recommend them to friends and relatives. In the recent turbulent financial environment, having trusted them to help with our retirement assets has proven itself to be the perfect solution for us. Phil has arranged our investments in a way that we really don't have to worry anymore about the markets. He has really outstanding software to look well into the future so we don't have to worry about running out of money. He makes conservative assumptions about the markets and interest rates and operates as a Fiduciary (legally required to put his client's best interest as primary).”
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