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.

* Indicates a required field. You must enter either your Email or your Daytime Phone in order for us to respond.

Name*

Age*

Spouse or Partner’s name, if applicable

Spouse or Partner’s age

Email*

Phone

Address*

City*

State*

Zipcode*

What type of planning relationship are you looking for?*

What is your highest financial priority right now? (The more details the better.) *

What is your approximate Annual Gross Income?*

About how much do you have in savings and investments? Include brokerage accounts, bank accounts, retirement accounts, and annuities. (Retirement accounts include traditional and Roth IRA’s, workplace plans like 401(k)s, federal TSPs, deferred compensation, and profit sharing.)*

What else should we know about you?

Who referred you to us? How did you hear about Taconic Advisors?*

SERVICES

Get Started

PLEASE NOTE: DUE TO CAPACITY LIMITATIONS,

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

**************

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

Taconic Advisors, Inc.

Saugerties Office

Address

Email

Phone

Fax

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