Broker Check

Why Choose Us?

We take a truly holistic approach to your financial well-being, wherein all aspects of your finances, objectives, principles and lifestyle are brought together and analyzed as a whole. We work together with you to make informed decisions that are in alignment with your goals and values.

Together with you, we take a realistic look at your financial life and provide you an honest view of all its components. We follow this approach to formulate an individualized financial roadmap with you, the client, in mind. This is especially crucial in today’s volatile economy and market instability.

We strongly believe in building long-term relationships with our clients, many of whom have been with us for over 25 years. Our relationships are built over time with trust, integrity and a caring attitude.

In order to serve our clients better, we have assembled a team of highly competent professionals in the fields of personal and business taxation, accounting, health, life and long-term care insurance, legal and estate planning and fee based asset management services. Our leading professional in financial services is Donald Kluge.

He believes in long-term relationships, and understands his clients’ needs, worries and dreams. He tailors each investment plan to your objectives and together we build a personal relationship that is characterized by mutual respect, trust, integrity, a caring attitude and a shared set of values.

With his over 25 years of experience he strives to become one of the most reputable and trustworthy financial and accounting professionals in the Hudson Valley region.