Business Details
About
Financial Planning
Cammareri Wealth Management & Insurance Solutions provides wealth management, financial planning, estate planning, retirement planning, and insurance solutions to the Hudson Valley, NY area.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Cammareri Wealth Management & Insurance Solutions
210 Main Street, Goshen, NY
10924, United States
Hours
Reviews
5.0
9 reviews
5 stars
9
4 stars0
3 stars0
2 stars0
1 star0
- JWJames WilsonOct 27, 20255.0Paul is very thoughtful, knowledgeable, focused, and easy-going. He has a broad understanding of the multifaceted issues one should be thinking about in the years approaching retirement.
- MAMaria AlkayaSep 15, 20255.0Neede help choosing a Medicare provider and Paul was invaluable in his guidance. Seems genuinely concerned for his clients well being. I encourage you to seek his council
- BMbill minklerSep 11, 20255.0Knowledgeable and personable Paul is a great advisor and a good honest friend to have on your side.
- AGAndre GreenbergSep 11, 20255.0Cammareri wealth Management is the best! Paul takes his time to explain everything to you regarding your finances. He's always there to help in any financial situation. Absolutely knowledgeable and will make you some money too!
- JFJoseph FerrerSep 9, 20255.0Honest, financial solutions
Frequently Asked Questions About Cammareri Wealth Management & Insurance Solutions
When should I take my social security?
The timing of your social security benefits is a complex decision that depends on your individual circumstances and age. We recommend scheduling a consultation with our team to discuss your specific options and determine the most advantageous strategy for your situation.
Can you help with estate and tax planning?
We offer comprehensive estate and tax planning services as part of our broader financial planning offerings. Our team can assist you in developing strategies to optimize your estate and minimize tax liabilities.
Can you help me determine where to invest my money?
Yes, our team is equipped to provide personalized investment advice tailored to your financial goals, risk tolerance, and overall financial situation. We can guide you through various investment options and help you make informed decisions.
Can you help with my IRA-rollover?
We are fully prepared to assist you with your IRA rollover process. Our team can guide you through the steps, explain the implications, and help ensure a smooth transition of your retirement funds.
What financial planning services does Cammareri Wealth Management & Insurance Solutions provide?
We provide wealth management, financial planning, estate planning, retirement planning, insurance solutions, investment advisory, Medicare planning, social security planning, and education planning.
When is Cammareri Wealth Management & Insurance Solutions open for business?
Our office hours are Monday through Friday from 9:00 AM to 5:00 PM. We are closed on Saturdays and Sundays, but offer Saturday appointments by request for urgent matters.
Do you offer consultations in Spanish?
Yes, we offer services in both English and Spanish to accommodate a diverse clientele.
How can I contact Cammareri Wealth Management & Insurance Solutions?
You can reach us by phone at +1 845-201-9975 or +1 845-200-2626, or email paul@cammwealth.com.
What payment methods are accepted at Cammareri Wealth Management & Insurance Solutions?
We accept American Express, Discover, Mastercard, Visa, and checks.
Can you help me decide when to start taking Social Security benefits?
Yes, deciding when to take Social Security is complex and depends on your personal circumstances. We recommend scheduling a consultation to discuss the optimal strategy tailored for you.
Are estate and tax planning services available through your firm?
Yes, we provide comprehensive estate and tax planning services aimed at optimizing your estate and minimizing tax liabilities.
How can nearby public transportation or locations assist me when visiting the office at 210 Main Street in Goshen, NY?
The office is centrally located near landmarks like Goshen Public Library & Historical Society and Orange County Bar Association, making it easy to combine visits. It's also near street and free lot parking, adding convenience to your visit.
What nearby businesses can I visit before or after my consultation at Cammareri Wealth Management & Insurance Solutions?
You might consider visiting nearby places like Limoncello, an Italian restaurant, or Goshen Music Hall for community events, making your trip to downtown Goshen more enjoyable.
Are there related professional services near Cammareri Wealth Management & Insurance Solutions that can assist with my financial or legal needs?
Yes, nearby professionals such as Silverstein Cottone & Mulshine CPAs (accountants) and Owen Law Firm (lawyers) can complement our financial services if you need accounting or legal assistance.