Explore Financial Advisors Serving Mahopac, NY

Schneider Financial Group provides expert accounting, tax preparation, and business advisory services to individuals and businesses in Mahopac, NY. Our core offerings include organized bookkeeping, strategic tax planning, and customized financial consulting designed to enhance operational efficiency. With a focus on accuracy and compliance, we help clients reduce risks, save time, and achieve sustainable growth through tailored financial solutions.

Weiss Financial Group provides fee-only financial planning and retirement investment services to clients in Putnam and Dutchess Counties, NY. Specializing in retirement income strategies and asset management, we serve pre-retirees and retirees with complex financial situations including pensions, 401(k)s, and sudden wealth events. Our certified advisors deliver personalized solutions through a three-step process of organization, planning, and ongoing portfolio management.