Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.


Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC Financial Tally & Cadaret, Grant are separate entities. Office of Supervisory Jurisdiction : 45 Morgan Dr. Wantage, NJ 07461 (973) 875-5052

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Upcoming Events


Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

These questions will be asked by thousands of baby boomers every day for years to come…

  • When should I apply for Social Security?
  • What if I divorce or marry?
  • How much more will I collect if I wait?

Join us for an informative workshop where you’ll learn not only the rules of Social Security but how to use them to maximize your benefits.

Date: TuesdayOctober 4th, 2016
Time: 6:30pm – 7:30pm
Location: Champlain Meeting House 1175 Main Street Champlain, NY 12919
RSVP:To Lori Mercaldi by Tuesday, September 27th, 2016
lmercaldi@financialtally.com or call  (518) 298-5009

We’ll see you there!