Financial Advisor in Rockland County, NY
Bring Your Financial Life From Chaos to Clarity.
Your financial life touches everything you care about—from your family and career to your future retirement along the Hudson River. At Cammareri Wealth Management Group, we serve individuals and families across Rockland County, NY from our Goshen-based office, helping you simplify investments, retirement, insurance, Medicare, and estate decisions under one roof.
Whether you work locally, commute into New York City, or run a business in communities like Nyack, New City, Pearl River, or Suffern, we’re here as a fiduciary financial advisor to help you get organized, make confident decisions, and move from financial chaos to clarity.
Local Financial Planning, Tailored to Rockland County Residents
Guidance That Fits Your Life, Not Just a Spreadsheet
Life in Rockland County, NY often means balancing busy careers, commuting, family obligations, and long-term goals. You might be juggling 401(k)s from city employers, equity compensation, local real estate, college planning for kids, or the decision of whether to retire in Rockland or elsewhere in the region.
We take the time to understand how you live, where you work, and what you want the next 10–20 years to look like. Then we build a coordinated plan around it—one that balances growth, protection, and tax awareness, and that feels realistic for your day-to-day life in Rockland County.
A Comprehensive Approach to Your Financial Life
Managing money isn’t just about one account or one decision. We help bring the major pieces together so your plan actually works in real life:
Wealth Management and Investment Guidance
We design investment strategies aligned with your goals, time horizon, and comfort with risk—not just the latest headlines. From taxable accounts to IRAs and 401(k)s, we help you consolidate scattered investments and create a coordinated wealth management plan that supports both today’s needs and tomorrow’s goals.
Retirement Planning for Rockland and NYC Commuters
Whether you plan to retire in Rockland County, split time between regions, or transition gradually out of your career, we help you answer the big questions: When can I retire? How much can I spend? Which accounts should I use first? Your retirement income plan is built around your lifestyle and work history, not generic rules of thumb.
Estate, Wills & Trusts Coordination
We don’t draft legal documents, but we do make sure the financial side of your estate plan is clear and organized. That includes coordinating with your estate planning attorney on wills and trusts, aligning beneficiaries, and thinking through how you want to support children, grandchildren, or charities in Rockland County and beyond.
Insurance, Long-Term Care, and Protection Planning
From life insurance to long-term care strategies, we help you protect the people and priorities that matter most. We review what you already have, identify gaps or overlaps, and make sure your coverage fits your broader wealth, retirement, and estate plans instead of sitting off to the side.
Medicare & Social Security Decisions
From life insurance to long-term care strategies, we help you protect the people and priorities that matter most. We review what you already have, identify gaps or overlaps, and make sure your coverage fits your broader wealth, retirement, and estate plans instead of sitting off to the side.
Get Started
If you’re looking for a financial advisor serving Rockland County, NY who can help you consolidate scattered accounts, clarify your retirement path, and coordinate investments, insurance, Medicare, and estate planning under one roof, we’d be glad to talk.
