WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Goshen, New York. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
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| Qualified Financial Advisors in Goshen, New York | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| William Sullivan William T Sullivan CFP/LPL Financial |
5 Hatfield Lane, Suite 2B, Goshen, NY 10924 |
(845) 294-0785 |
| Quest Financial Quest Financial Services |
30 Matthews Street, Suite 301, Goshen, NY 10924 |
(845) 294-1313 |
Qualifications
CRD# 2288195
Series 6, 7, 63
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee
Office Location
5 Hatfield Lane, Suite 2B,
Goshen,
NY 10924
Phone Number
(845) 2940785
William T. Sullivan is and independent financial advisor with LPL Financial, a full service broker/dealer catering to independent financial planners nationwide. Bill received his CFP® certification from the College for Financial Planning in Denver, Colorado and his Chartered Life Underwriter credential from The American College in Bryn Mawr, PA. He is a Series 6, 7 and 63 Licensed Registered Representative, in addition to being a licensed agent for life, health, disability and long term care insurance. With more than 25 years experience in the financial planning arena, he specializes in comprehensive planning for business owners, professionals and executives. He is an active member of the Greater Hudson Valley chapter of the Financial Planning Association. Mr. Sullivan earned an ROTC scholarship to attend the University of Notre Dame where he graduated in 1981 with a Bachelor of Arts degree. Bill resides, with his wife of 37 years, in Orange County, New York. They have one daughter and two grandsons. He is an active member of the St. Paul's Roman Catholic Church; the Notre Dame Alumni Club, Hudson Valley Chapter; and has a passion for golf and for exploring the beautiful Shawangunk Mountains near his home.
To provide comprehensive financial planning to business owners, professionals and other high net worth individuals in an ethical and and unique manner. This planning will include (but not limited to) financial planning, estate planning, business continuity planning. To accomplish this, Mr Sullivan encourages clients to become fully engaged in the planning process, so that the financial plan truly represents the clients goals and dreams. Mr. Sullivan's planning practice is a client relationship centered practice, as the planning process is an ongoing one and requires yearly monitoring and maintenance.
Qualifications
CRD# 2503069
FirmCRD# 10205
Series 6, 7, 24, 63
Office Location
30 Matthews Street, Suite 301,
Suite 301,
Goshen,
NY 10924
Phone Number
(845) 2941313
Helping people reach for their dreams each and every day makes our practice thrive! Our goal at QUEST FINANCIAL SERVICES is to invest sensibly, strive to preserve money and work to protect your personal interests. If that aligns with your vision, wed love to serve you.
We guide you to bridge the gap between your current situation and future financial goals. We help you make more informed and effective financial decisions which are designed to help you feel relieved, confident, self-assured and empowered about your wealth. You may be fiscally conservative, moderate or aggressive. Or, you may be adventurous in life and conservative with money. No matter what your situation and outlook may be, your story deserves to be heard. The advisors at Quest Financial also recognize the importance of collaboration. We built our team with the knowledge that specialization and deeper expertise characterize top performance. We are dedicated to providing a service model that reinforces the team approach and yields the quality our clients deserve. Your goals are the driving force behind our financial guidance and we want to do everything we can to help you achieve a work-optional lifestyle.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
