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Schneider Financial Group Ltd. is a comprehensive financial firm that offers a wide range of services to help individuals and businesses secure a sound financial future. Our team of experienced accountants and financial advisors provide expert tax planning, compliance, and preparation services, as well as small business accounting, payroll, and financial planning. We are committed to providing quality financial services to our clients, with a focus on individualized attention and personalized financial plans. Our firm is licensed in Mahopac, Carmel Hamlet, and the greater Hudson Valley, NY region, serving individuals in Mahopac and surrounding areas.
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Weiss Financial Group is a Fee-Only, Registered Investment Advisor (RIA) serving the entire Putnam and Dutchess Counties, NY region. We specialize in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions.
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