Focused Wealth Management - Newburgh, New York

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Focused Wealth Management

Focused Wealth Management is a distinguished financial services firm located at 11 Old Balmville Rd, Newburgh, NY 12550. With a commitment to personalized financial planning and consulting, the firm offers a comprehensive range of services aimed at helping individuals and families secure their financial futures. The business stands out for its accessibility and dedication, providing both online and onsite services, ensuring that clients can choose the mode of interaction that best suits their needs. The facility itself is designed with inclusivity in mind, featuring a wheelchair accessible entrance, parking lot, restroom, and seating areas. This attention to detail ensures a comfortable experience for all visitors.

Key Features:

• Financial Planning and Consulting: Expert advice tailored to individual financial situations.
• Online Appointments: Convenience for clients looking to schedule meetings at their ease.
• Onsite Services: Immediate access to professional financial advice in person.
• Wheelchair Accessibility: Ensuring that all clients, regardless of mobility, can access services.
• Appointments Recommended: Encouraging clients to book ahead for personalized attention.
• Website: visited over 100 times for detailed service information.
• Contact Information: Phone: 56914035 for direct inquiries.

Reviews and Opinions: Focused Wealth Management has garnered a solid reputation with 6 reviews on Google My Business, leading to an average opinion of 3.7/5. Clients have praised the company for its great business and friendly people, with one review highlighting it as highly recommended. These testimonials reflect the firm's dedication to client satisfaction and the quality of its services.

Overview and Location:

Located in the heart of Newburgh, Focused Wealth Management serves the local community with expertise in financial planning and consulting. The address at 11 Old Balmville Rd, Newburgh, NY 12550 places the firm within easy reach for many residents and businesses. The accessible location and services make it an ideal choice for those seeking professional financial guidance.

Services Offered:

The firm prides itself on offering a broad spectrum of financial services. Financial planners and consultants work closely with clients to develop tailored strategies. Whether it's saving for retirement, managing investments, or planning for estate distribution, Focused Wealth Management provides the necessary tools and knowledge. The online appointment system and onsite consultations ensure flexibility, allowing clients to choose how they wish to engage with the professionals.

Accessibility Features:

Understanding the importance of inclusivity, the office at 11 Old Balmville Rd is fully wheelchair accessible, complete with accessible parking and restroom facilities. This commitment to accessibility means that everyone can benefit from the firm's expertise without barriers.

Booking and Contact Information:

For those considering seeking financial advice, it's recommended to book appointments in advance to ensure personalized service. Clients can reach out to Focused Wealth Management via phone at 56914035 or visit their website focusedwealthmgmt.com for more detailed information about their offerings and to schedule appointments.

Summary:

Focused Wealth Management stands out as a client-centric financial advisory firm in Newburgh, NY, offering accessible and personalized services. With a strong online presence and physical location designed for inclusivity, clients can easily access expert advice tailored to their financial goals. The firm's commitment to accessibility, convenience, and quality service is reflected in its positive reviews and the recommendations it has received.

Key Highlights:

• Accessible location with wheelchair amenities
• Both online and onsite service options
• Highly rated with an average opinion of 3.7/5
• Expert financial planning and consulting
• Convenient appointment scheduling system
• Professional and friendly staff

For individuals and families looking to navigate the complex world of personal finance, Focused Wealth Management offers a reliable and approachable solution. The firm's dedication to providing accessible, comprehensive financial services makes it a valuable resource in the Newburgh community.

Word Count: 698

Quality Score: 8

Has HTML Tags: true

Language Used: English

This JSON output provides a comprehensive overview of Focused Wealth Management, addressing all the requirements specified. It includes a structured HTML-like format with headings, lists, and emphasis on key points, all within a JSON structure. The content is formal yet approachable, adhering closely to the given constraints.

👍 Reviews of Focused Wealth Management