We are an SEC-registered Independent Investment Adviser committed to offering our clients a broad range of investment strategies and retirement planning. We have been working with individuals and families for well over 30 years. Part of our success comes from the belief that Personal finance is about more than money, it is about quality of life. We are not simply a "broker" or "financial adviser," although we are those things, we strive to be more. Today we remain innovative in our approach to achieve the best possible outcome for each and every one of our valued clients. We serve individuals, professionals, families, educators, and business owners. Today’s investment climate offers unprecedented opportunities. Our mission is to help clients take advantage of those opportunities by providing them with three key tools: 1. A clear understanding of their current financial status – as well as their future goals. 2. Multiple “What if...?” scenarios based on their unique goals and lives. 3. “A Business Plan For Life” (personalized guidance and leadership through these “What if...?” scenarios). To learn more about our company please visit our website: www.fscwealthadvisors.com Securities offered through Geneos Wealth Management, Inc., Member FINRA/SIPC. Investment Advisory Services offered through FSC WEALTH ADVISORS LLC
View Top Employees from FSC Wealth Advisors, LLCWebsite | http://www.fscwealthadvisors.com |
Revenue | $6 million |
Employees | 6 (6 on RocketReach) |
Founded | 2010 |
Address | 1 Summit Ct, Fishkill, New York 12524, US |
Phone | (845) 297-0300 |
Technologies |
JavaScript,
HTML,
Twitter
+5 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Competitors | Botkin Family Wealth Management, Constant Guidance Financial, Copper Canyon Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular FSC Wealth Advisors, LLC employee's phone or email?
The FSC Wealth Advisors, LLC annual revenue was $6 million in 2024.
6 people are employed at FSC Wealth Advisors, LLC.
FSC Wealth Advisors, LLC is based in Fishkill, New York.
The NAICS codes for FSC Wealth Advisors, LLC are [523, 5239, 52393, 52].
The SIC codes for FSC Wealth Advisors, LLC are [628, 62].