Financial Planners in Kinderhook, New York | PlannerSearch

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Marisa ROTHSTEIN

CFP^®, JD

Financial Advisor 0.02 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Kinderhook, New York and the surrounding communities.

Siena Private Wealth, a member of Advisory Services Network, LLC

5 Chatham St., PO Box 231
Kinderhook, NY 12106

+ 1 More Address

Siena Private Wealth, a member of Advisory Services Network, LLC

80 West Avon Road
Avon, CT 06001

(860) 539-4421

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Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Kinderhook, New York area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.

The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP^® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.