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Charles Simon, CFP®

Taconic Advisors Inc

42 Catharine St
Poughkeepsie, NY 12601-2542
Phone: (845) 486-5039
Fax: (845) 625-1419

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Career Change
  • Investment Management
  • Getting Married
  • Startup
  • Retirement
  • Sudden Wealth

 

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Considerations: All clients begin with a one-time paid consultation. You can then decide whether ongoing services will make sense for you.