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Taconic Advisors, Inc.

(845) 486-5039


Taconic Advisors is a fee-only financial planning firm addressing all aspects of your financial picture. Taconic offers “Financial Planning without Product Sales” to realize your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Our team works with you, providing you with easy-to-understand recommendations as well as hands-on implementation.