Independent Financial Services

CONNECT

Address:

60 Pearl Street
Kingston, NY 12401

Phone:

845-339-0900

Fax/Other:

845-339-0901

Our Services

The financial management process at Independent Financial Services begins with an in-depth evaluation of your current financial situation. We work with you to determine your overall financial objectives and then focus on your specific goals, always factoring in your risk tolerance. With changing economic conditions and market swings, we advocate investing sensibly over the long term. We'll work side by side with you so that you're confident in and comfortable with the financial strategies we establish.

Our services include:
1) Retirement Planning
2) Estate Conservation
3) Tax Management Strategies
4) Investment Planning
5) College Funding
6) Cash Management
7) Risk Management