Business Details
About
Financial Planning
Cammareri Wealth Management & Insurance Solutions provides wealth management, financial planning, estate planning, retirement planning, and insurance solutions to the Hudson Valley, NY area.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Cammareri Wealth Management & Insurance Solutions
210 Main Street, Goshen, NY
10924, United States
Hours
Reviews
5.0
8 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star0
- MAMaria Alkaya1 day ago5.0Neede help choosing a Medicare provider and Paul was invaluable in his guidance. Seems genuinely concerned for his clients well being. I encourage you to seek his council
- BMbill minkler5 days ago5.0Knowledgeable and personable Paul is a great advisor and a good honest friend to have on your side.
- AGAndre Greenberg5 days ago5.0Cammareri wealth Management is the best! Paul takes his time to explain everything to you regarding your finances. He's always there to help in any financial situation. Absolutely knowledgeable and will make you some money too!
- JFJoseph FerrerSep 9, 20255.0Honest, financial solutions
- DEdebra erlerAug 11, 20255.0Professional, Knowledgeable and Honest. What more can you ask for.
Frequently Asked Questions About Cammareri Wealth Management & Insurance Solutions
When should I take my social security?
The timing of your social security benefits is a complex decision that depends on your individual circumstances and age. We recommend scheduling a consultation with our team to discuss your specific options and determine the most advantageous strategy for your situation.
Can you help with estate and tax planning?
We offer comprehensive estate and tax planning services as part of our broader financial planning offerings. Our team can assist you in developing strategies to optimize your estate and minimize tax liabilities.
Can you help me determine where to invest my money?
Yes, our team is equipped to provide personalized investment advice tailored to your financial goals, risk tolerance, and overall financial situation. We can guide you through various investment options and help you make informed decisions.
Can you help with my IRA-rollover?
We are fully prepared to assist you with your IRA rollover process. Our team can guide you through the steps, explain the implications, and help ensure a smooth transition of your retirement funds.