Financial planner Tucker Haskins & Associates 6564 Ridings Rd, Syracuse, NY 13206

Our Services

At Tucker Haskins & Associates, we offer a range of financial services tailored to meet your needs, including:

• Comprehensive Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning Strategies
• Estate Planning

We work closely with our clients to create personalized financial strategies that align with their goals and aspirations.

What to Expect in Your First Consultation

Your initial consultation with us will involve a discussion about your current financial situation, goals, and any specific concerns you may have. Please bring relevant documents such as:

• Income statements (pay stubs, tax returns)
• Investment account statements
• Bank statements
• Current budget (if available)

This information will help us gain a clearer picture of your financial landscape and develop an effective plan moving forward.

Helpful Resources

For more information about financial planning, consider visiting the following resources:

• NerdWallet - Financial Planning Guides
• Investopedia - Investment Basics

Frequently Asked Questions

What services does Tucker Haskins & Associates offer?
We provide services including financial planning, investment management, retirement planning, and tax strategies.

How do I prepare for my first meeting?
Please bring documents related to your income, investments, and any budgets you currently maintain.

Can I reach you by phone?
Yes, you can call us at (800) 646-6448 for inquiries or to schedule an appointment.

Where are you located?
We are located at 6564 Ridings Rd, Syracuse, NY 13206.

How often should I meet with my financial planner?
We recommend regular meetings to review your financial plan, typically at least once a year or as your situation changes.

Do you offer personalized financial plans?
Yes, we create tailored financial plans based on your individual needs and goals.

What is the cost of your services?
Our fees vary based on the services provided; we will discuss this during your consultation.

How can I learn more about your services?
You can visit our website at www.tucker-haskins.com for detailed information.