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“I highly recommend Straight Path! I have been using their services for about 10 years now. They have managed my retirement savings and taxes before my retirement and now that I am retired, they are helping me with many of the big decisions that impact our finances. I have been blown away by the full range of services they have provided. Those services include tax preparation, SS application planning and recently planning for the possible need for long-term care. They don't just give generic advice, but they research the options and even work with other providers to make sure my needs are met. If I can use a medical analogy, it's like having a Primary Care Provider for your finances. As I stated at the beginning, I highly recommend Straight Path!"

- Tom O.

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