Fun Financial

Fun Financial is a Financial Planning and Registered Investment Advisory firm for anyone who has felt neglected by traditional financial institutions. We don’t see balancing your dreams for the future and living your best life now as being mutually exclusive. Your financial goals, your priorities — we’re here to support you and help you get to where you want to go. We’re also here for you when life is not so fun, such as when you've lost a loved one. Services include Comprehensive Financial Planning as well as Limited Scope Project engagements. Visit us at www.funfinancial.com and make your free introductory appointment.

Fun Financial: Plan for tomorrow. Live for today.™

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Advisors at this Office

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This Office

20 Old Post Rd Rhinebeck, NY 12572-1131 Phone: (917) 664-9779

Primary Office

20 Old Post Rd Rhinebeck, NY 12572-1131 Phone: (917) 664-9779