Personalized Investments and Financial Services for Your Wealth Management and Income Needs

4 Avis Drive (Headquarters)
Latham, NY 12110
Phone: 867-4000 ext. 123

Toll Free 800-361-0587
FAX: (518) 867-4005

Thank you for visiting our website. For more information, contact us. Please let us know how we can best be of service, and if you currently work with one of our financial professionals. We value the privilege of your business.

NOW THAT THE KIDS AND GRANDKIDS ARE BACK TO SCHOOL IT MIGHT BE AN EXCELLENT TIME TO DISCUSS COLLEGE EDUCATION PLANNING WITH YOUR FINANCIAL PROFESSIONAL!

Financial IQ Test
Take this quick quiz to find out your Financial IQ

Loan Payoff
How much will it cost to pay off a loan over its lifetime?

IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators>>>

Your Estate and Your Family
By periodically reviewing your estate conservation strategy, you can help ensure that your assets are protected and passed to your heirs as you intend.

A New Chapter for Retirement
Many companies are shifting away from traditional defined-benefit pensions and moving to defined-contribution plans like the 401(k).

A Matter of Maturity
After watching interest rates rise, many bond investors may be unsure about what action, if any, they should take.

Outlook 2006
The headlines often carry messages of doom and gloom, but if you focus only on the challenges facing the economy, you might miss the good news.

More Newsletters>>>