Financial Planning Made Simple
Financial Remedies serves the needs of professionals, individuals preparing for retirement and retirees as well as businesses in the Upstate NY area. We design comprehensive, yet simple, strategies to help our clients build and protect wealth while supporting long-term financial security.
Our clients represent a wide spectrum of the community:
- Successful professionals
- People planning for or already enjoying their retirement
- Owners, managers and employees of small businesses
- Executives on the fast track
- Anyone who wants to grow and preserve assets
Importantly, Financial Remedies works with each client individually. Our solutions are customized to your specific needs. With over 30 years of industry experience, we understand the factors that are crucial to designing and implementing a sound financial program. We objectively search the marketplace for the best program to fit your specific needs:
- Plan for the future – and for the unexpected
- Protect income and accumulated assets
- Build an investment portfolio
- Prepare for long-term financial needs
Financial Planning Overview
Whatever your goals, we can help you get there
From initial analysis to comprehensive recommendations to step-by-step implementation, you can count on Financial Remedies to put your needs first. We believe that every client’s trust must be earned, and we will work hard to deserve yours.
Taking the first step toward your financial future is simple: talk with us. Contact us to set up a time and place most convenient for you.