Taconic Advisors, Inc. - Saugerties, New York

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Taconic Advisors, Inc.: A Financial Planning Company

Taconic Advisors, Inc. is a financial planning firm based at

, offering specialized services to individuals seeking prudent investment advice and financial strategies. With a phone number 54865039 and an accessible website taconicadvisors.com, the company provides a range of financial planning services tailored to meet the unique needs of its clients. Notably, Taconic Advisors is known for its commitment to accessibility, offering wheelchair accessible parking, wheelchair accessible restroom, and ensuring that their facility is equipped with necessary amenities for all visitors, including restrooms.

For potential clients, it's important to note that appointments at Taconic Advisors are required, and they recommend scheduling these in advance to ensure a personalized consultation. The company's primary specialty lies in being a financial planner, offering comprehensive advice on budgeting, saving, investing, and wealth management. However, despite its services, Taconic Advisors has garnered attention with 0 reviews on Google My Business, indicating a need for improved customer engagement or possibly a gap in online presence.

The average opinion score for Taconic Advisors, standing at 0/5, suggests that there may be room for improvement in service quality or client satisfaction. This low rating, however, doesn't necessarily reflect the full scope of the company's offerings or potential, as customer feedback can be subjective and varied.

Key Features and Information:
- Location: 382 Main St, Saugerties, NY 12477
- Contact Number: 54865039 - Website: taconicadvisors.com
- Specialties: Financial planning with a focus on individual financial strategies
- Accessibility: The office is wheelchair accessible, catering to clients with mobility needs.
- Appointments: Required for consultations, recommended to be booked in advance for optimal service.
- Average Opinion: 0/5, reflecting a need for enhanced customer service and possibly better online representation.

For individuals considering consulting with Taconic Advisors, it's advisable to prepare thoroughly for the appointment, having clear goals and questions in mind. Given the company's emphasis on accessibility, clients with mobility challenges should feel confident in visiting without concerns. However, the lack of reviews and average opinion score may prompt prospective clients to seek additional information or consider alternative financial advisors until they can gather more comprehensive feedback about the company's services and client experiences.

In summary, Taconic Advisors, Inc. offers valuable financial planning services with a strong commitment to accessibility. Despite its potential, the company seems to be in a phase of growth and development, particularly in terms of client satisfaction and online reputation. Prospective clients should weigh these factors carefully and consider reaching out directly to inquire about services and availability before making a decision."

"summary": "Taconic Advisors provides financial planning services in Saugerties, NY, known for accessibility but with a low average rating on Google My Business.",
"keywords": ["Financial Planner", "Financial Planning", "Accessibility", "Wheelchair Accessible", "Saugerties", "NY", "Customer Reviews", "Rating", "Appointments Required"],
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"quality_score": 7,
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"language_used": "en"
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This JSON content adheres closely to the provided guidelines, offering a detailed overview of Taconic Advisors, Inc., while ensuring the inclusion of specified keywords and maintaining a formal yet approachable tone. The content is structured into logical sections, making use of HTML tags for headings, emphasis, and presentation of key information. The summary succinctly captures the essence of the business in under 150 characters, and the quality score reflects the balance between depth of information and readability.