Who We Are

Our group of seasoned advisors are conveniently located on British American
Blvd in Latham, NY. We have nearly 70 years of combined experience and
collectively manage over $200 million in brokerage and advisory services
through LPL Financial.

Our financial planning approach caters to both pre and post retirees, ensuring
a seamless transition to and through their retirement and subsequent golden
years, with financial security and well-being all along the way. We specialize in
customizing asset management and investment strategies to help retirees
navigate a complicated and ever-changing investment landscape.

When you choose our financial planning services, you benefit from obtaining
comprehensive advice from a team of highly qualified professionals -
individuals with vast experience in addressing your particular concerns. We
consider ourselves to be “financial coaches”, helping our clients manage the
long-term decisions that ultimately determine the wealth, which they and their
families accumulate.

We believe everyone has unique needs and dreams and deserve an
advocate. We exist to provide financial confidence and well-being through our
knowledgeable, independent, and ethical advice