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Home page:  Need a financial advisor? Start here, no matter what your financial planning need.

Investment management:  If you are looking for an advisory firm that can actually manage your portfolio, this is the page for you.

Financial Planning: The bedrock of any great financial future starts with a great plan.

401(k) Plans:  If you have a 401(k) plan or 403(b) plan, consider an alternative in our Active(k) plan.

Newsroom:  Much more than financial news.  Read up on financial planning articles of interest.

Contact Us:   Talk with a CFP or a CPA about your financial planning, 401(k) plan, or about investment management around Albany, NY and the surrounding Capital Region?