Broker Check

14 Columbia Circle Drive, Suite 204
Albany, NY 12203
Phone: (518) 479-4600 
Fax: (518) 479-4603

Our Comprehensive Suite of Products and Services

We specialize in building retirement income strategies that are personalized to your individual circumstances by offering an array of financial resources. Allow us to provide guidance and assistance in the following areas:

Wealth Accumulation

  • Managed portfolios
  • Mutual funds
  • Stocks
  • Bonds
  • Treasury bills
  • Government securities
  • Annuities
  • Real estate investment trusts
  • Alternative investments

Education Planning

  • 529 college funding
  • Higher education planning for children and/or grandchildren

Retirement Planning

  • Comprehensive retirement plans
  • IRA planning and distribution
  • Roth, SEP or Simple IRA
  • 401(k) and 403(b) planning
  • Direct rollovers of IRA plans
  • Profit sharing plans
  • Long-term care plans
  • Insurance strategies
  • Tax strategies

Estate Planning

  • Wills and trust strategies
  • Legacy planning
  • Asset protection strategies

"We carefully guide you through all your personal financial milestones, offering
objective, thoughtful insight along the way."

-A.J. Amato, Founder