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SERVICES

Get Started

PLEASE NOTE: DUE TO CAPACITY LIMITATIONS,

WE ARE only ACCEPTING NEW CLIENTS by referral AT THIS TIME.

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Ready to get started? The next step is easy...

Unlike your doctor's office, we don't ask you to spend time filling out a multi-page questionnaire or stack of forms. The first step is an introductory conversation with one of our Certified Financial Planners.

Feel free to contact us directly.

Taconic Advisors, Inc.

Saugerties Office

Address

 382 Main Street
Saugerties, NY 12477

Email

info@taconicadvisors.com

Phone

 845-486-5039 

Fax

 845-625-1419

If you prefer, you can complete the following information and we will respond within two business days.

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