IA Financial Advisors - Windham, New York

IA Financial Advisors: A Comprehensive Overview

For individuals and communities seeking expert financial consultation and comprehensive retirement planning, IA Financial Advisors presents a valuable resource. Located at 5419 NY-23, Windham, NY 12496, and reachable at 47030184, this firm specializes in providing tailored financial strategies, particularly for residents of retirement communities. Currently, IA Financial Advisors has 0 reviews on Google My Business, reflecting a nascent presence but showcasing a commitment to providing essential services. Despite the lack of immediate testimonials, the firm’s accessibility and established location suggest a reliable operation.

Services and Specialties

IA Financial Advisors distinguishes itself through a focused approach to financial consulting and retirement planning. Their core services encompass:

• Retirement Planning: The firm assists clients in developing robust retirement strategies, considering factors such as income generation, investment allocation, and long-term care planning. They tailor these plans to individual circumstances and risk tolerance.
• Investment Management: IA Financial Advisors offers guidance on investment selection and portfolio management, aiming to maximize returns while mitigating risk.
• Financial Education: Recognizing the importance of understanding personal finances, they provide educational resources and workshops to empower clients to make informed decisions.
• Estate Planning Consultation: While not a full estate planning law firm, they offer preliminary consultation and guidance regarding estate planning considerations.

Their specialization in retirement communities demonstrates a deep understanding of the unique financial challenges and opportunities faced by seniors. They are equipped to assist residents with navigating Medicare, Medicaid, and other relevant programs.

Location and Accessibility

The firm’s physical address is 5419 NY-23, Windham, NY 12496. This location provides convenient access for residents of the surrounding area. Furthermore, IA Financial Advisors prioritizes accessibility for all clients. The premises feature:

• Wheelchair Accessible Entrance: Ensuring ease of entry for individuals with mobility limitations.
• Wheelchair Accessible Parking Lot: Providing dedicated parking spaces for wheelchair users.
• Wheelchair Accessible Restroom: A fully accessible restroom is available for client comfort and convenience.
• Restroom: Standard restroom facilities are available.

These features underscore a commitment to inclusivity and demonstrate a dedication to serving a diverse clientele.

Additional Points of Interest

Beyond accessibility, IA Financial Advisors maintains a professional and welcoming environment. While a website is currently unavailable, the firm’s phone number provides direct access to their knowledgeable staff. The lack of an online presence suggests a deliberate strategy focused on building relationships through direct communication and personalized service. The firm’s focus on financial consultant roles highlights a deep understanding of regulations and best practices.

Opinions and Average Rating

Currently, IA Financial Advisors has 0 reviews on Google My Business. This absence of reviews presents a challenge, but also an opportunity for the firm to establish a strong reputation through positive client experiences. The average opinion is currently 0/5, indicating a need to actively solicit and respond to feedback. Building a strong online presence and encouraging client testimonials will be crucial for future growth and establishing trust within the community.

Recommendations for Prospective Clients

For individuals seeking reliable financial advice and tailored retirement planning, IA Financial Advisors warrants consideration. Given their specialization in retirement communities, they possess valuable insights into the specific needs of seniors. However, potential clients should be aware of the limited online presence and lack of recent reviews. We strongly recommend contacting the firm directly at 47030184 to schedule a consultation and discuss your individual financial goals. A direct conversation is essential for assessing the suitability of their services. The firm’s dedication to accessibility further enhances its appeal. It’s advisable to inquire about the firm’s experience with specific retirement planning scenarios relevant to your situation. The absence of online reviews necessitates a thorough assessment of their qualifications and approach during the initial consultation.