Chris Pollard (CFP®, EA, MBA)

Chris Pollard focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Our expertise is focused on retirement planning for people within five years of retirement and on business owners, entrepreneurs, and self-employed professionals.

NAPFA Start Date

September 16, 2016

This Office

10 Matthews Street Lower Level Goshen, NY 10924 Phone: (845) 397-7284