Categories
Financial Services
- 200 North Drive i.Park Suite 103 Hopewell Junction NY 12533
- (845) 834-4343
- (845) 834-4344
- Send Email
- Visit Website
Hours:
Monday through Friday, 9 AM to 5 PM or by appointment.
Driving Directions:
Follow directions to 2070 Route 52, Hopewell Junction. Enter the i.Park, formerly IBM East Fishkill, via West Drive, make the first left onto North Drive. Go straight ahead and use Guest Parking.
About Us
Our Total Life Compass™ integrates strategic financial planning with evolving strategies designed to navigate an ever-changing world: tax law updates, IRA regulations, and rising healthcare costs.
Rep/Contact Info
Mr. John Morgan
President, Chief Investment Officer
- Phone: (845) 834-4343
- Fax: (845) 834-4344
- Send an Email
- 200 North Drive i.Park Suite 103 Hopewell Junction NY 12533