We actively manage retirement money

professional, independent and working solely in your best interest
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Portfolio Management

Independant & Impartial

Actively growing and protecting our clients wealth for more than 25 years in Saratoga Springs, Cooperstown and St. Augustine, FL

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Events

Learning Opportunities

Join us and learn strategies to help you protect your retirement savings in an unpredictable economy

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403b / 401k Plans

Fiduciary Advisors

Helping employers & non-profit boards improve and monitor their 401k / 403b plans using a sound fiduciary process.

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