Gilman Ciocia

Gilman Ciocia is a financial services firm based in Poughkeepsie, NY, offering a range of services to individuals and businesses. Specializing in tax planning, investment management, and retirement planning, Gilman Ciocia provides personalized financial solutions to help clients achieve their goals. Generated from their business information

Weiss Financial Group, based in Mahopac, NY, is a fee-only registered investment advisor dedicated to assisting clients with their financial and retirement planning. With a team of CERTIFIED FINANCIAL PLANNER professionals, they provide objective analysis and comprehensive strategies for individuals facing complex financial situations, particularly pre-retirees and retirees. The firm stands out by prioritizing client relationships and tailoring advice to each person's unique circumstances, ensuring clear guidance through life's financial transitions. Their services include retirement income planning, investment management, and coordination with other professionals, which equips clients with actionable steps for a successful future. Generated from the website