08/25/2026
Wondering if a Roth or Roth conversion might be right for you? We can help. Give us a call to set up an appointment today.
The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.
Investment and insurance products and services are offered through Osaic Institutions, Inc.. Member FINRA /SIPC.
345 Main Street
Catskill, NY
12414
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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