Charles Yarnold AIF®, Managing Director of Retirement Planning Services, along with Ryan Swanson AIF®, Vice President of Retirement Planning Services, discussed the various products and services offered by Focus Wealth Management. They emphasized their ability to manage different types of accounts, including retirement accounts, personal IRAs, brokerage accounts, and education accounts. They also provide insurance assistance, working with various carriers to offer the best coverage. Besides money management, they offer comprehensive financial planning services and can connect clients with other professionals such as CPAs and attorneys. They respect existing client-advisor relationships and encourage clients to reach out with any questions at (845) 691-2193.

If you have any questions regarding Focused Wealth Management’s Products and Services Within Retirement email rswanson@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.