IA Financial Advisors
- 5419 NY-23 Windham New York 12496 United States
Profile
IA Financial Advisors operates within the Social Services industry by offering financial literacy support and empowerment for individuals and families navigating financial hardship. Though primarily recognized as a financial consulting firm, their community-driven services include accessible financial education, retirement planning guidance, and budget coaching tailored to underserved populations. They are known for working with clients in rural and small-town communities, helping them build long-term financial stability through personalized consultations and workshops.
IA Financial Advisors partners with local organizations and non-profits to provide pro bono advice and financial education seminars to at-risk populations, including seniors and low-income households. Their unique approach emphasizes trust-based relationships and culturally sensitive financial strategies that accommodate diverse economic backgrounds. Their team of advisors is skilled at simplifying complex financial topics, helping community members make informed financial choices. While financial in nature, their services help reduce financial stress and improve well-being, aligning with broader social service goals of community empowerment and support.
Key Services:
– Financial literacy workshops for underserved communities
– Budget and debt management coaching
– Retirement income planning for individuals and families
– Pro bono financial advisory services via community partnerships
– Personalized financial education for seniors and low-income populations
– Outreach programs promoting economic resilience in rural areas
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Contact Info
- 5419 NY-23, Windham, New York, 12496, United States
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Phone: (844) 703-0184
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