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Home > Financial Planner Directory > New York > Valley Cottage > P. James O'Gorman, CPA, CFP®
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P. James O'Gorman, CPA, CFP®

O'Gorman Asset Management, Inc.

331 Deer Track Ln
Valley Cottage, NY 10989
Phone: (845) 268-0055
Fax: (845) 268-0868

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.