Financial Planners near Ossining

Austro Financial Services Inc

109 Upper Croton Ave Ste 120, Ossining

Thu Closed

“excelente servicio en Austro financial services, oficina manhattan , gracias Sra Edith Sandoval por su amabilidad y eficacia”

The SKG Team at Barnum Financial Group

565 Taxter Rd #625, Elmsford

Thu 9AM - 5PM

“Ever since we switched to SKG Barnum we could not be happier with how our retirement account is handled. David Jones is very personable, friendly and explains everything in detail with his suggestions of where to put our money. We would recommend him and SKG Barnum to anyone looking for financial management.”

J Matrik Wealth Management

565 Taxter Rd Ste 490, Elmsford

Thu 9AM - 5PM

“This is a review I should have posted many years ago. My wife and I have been a client for over 20 years. Not enough stars in the universe to express our level of appreciation and satisfaction working with Steve , Scott and Alex. Finance is a very personal decision. We can say, without reservation that our decision to partner with this firm was a life changing decision. You are not just a client. You have signed on to have a personal CFP who actively monitors your finances on a daily basis. We are completely confident with having JMatrik manage our finances. In our experience, trusted, knowledgeable and professional. Thankful and grateful beyond expectations! You need to know what you don’t know. Financial planning is complicated. Hire a professional!”

Emerald Retirement Planning Group, Inc.

6 Liberty Square Mall, Stony Point

Thu 9AM - 5PM

O'Brien Capital Management

48 Burd St #209, Nyack

Thu 9AM - 5PM