Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Divorce Finances

Personal Interests

  • Spending Time with Family
  • Sailing
  • Outdoor Enthusiast
  • History and Museums
  • Active Lifestyle

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 05:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(866) 462-5513

Branch Team

  • Kim Gerhardt
    Branch Office Administrator

Office Address

2537 Rt 52 Suite 14
Hopewell Junction, NY 12533
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