43 British American Boulevard
EXPERIENCE THE DIFFERENCE
The resources of a large firm, with the personal attention of a small practice.
DESIGNED FOR YOU
We can help you develop an approach that is designed to address your unique situation.
We strive to work closely with our clients, building long-lasting partnerships.
A HOLISTIC APPROACH
Our goal is to create customized strategies that weave together your financial goals and values.
Not sure how fast you're comfortable traveling on your investment journey?
Determining your risk tolerance is the first step in helping your financial professional develop an investment strategy that's right for you.
Take your risk tolerance questionnaire today!
43 British American Boulevard 1st FloorLatham, NY 12110 518-724-5004
Mon-Fri: 9:00AM - 5:00 PMEvenings By Appointment Only
Retirement may no longer be a distant future event. It’s getting close, or already here. So, how comfortable are you with your plans for this next life phase?
We are retirement planning and income distribution specialists dedicated to your success. We want to help you enter the next chapter of your life with the confidence that comes from having and implementing a comprehensive financial strategy for your retirement, designed according to your tolerance for risk, specific goals, and financial situation.
Ready for a friendly, open and honest conversation that can put you on a clear path toward a fulfilling retirement? Send us a note—we’d love to talk with you.
Schedule A Meeting Today!
Certified Financial Planner, Financial Advisor
Daria’s desire to live life to the fullest inspires all that she does. As an independent financial advisor with Cetera Investors in Latham, New York, Daria lives out her passion to serve others each day as she helps her clients...
Registered Practice Operations Coordinator
In her role as a Registered Practice Operations Coordinator, Sarah works closely with Daria to ensure that clients enjoy unparalleled service. From servicing accounts and maintaining client relationships to scheduling meetings and...
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Discover an array of services for all your financial needs.
Fully independent advice always directed toward your best interest. Guidance to help your assets grow.
Customized strategies targeted to help you protect and enjoy the assets gained over a lifetime of work. Creating a clear comprehensive plan for the future.
Helping you manage effective estate and wealth transfer plans to ensure your legacy wishes are fulfilled.
Protect your family and your assets from the financial consequences of life’s events. We can design an insurance strategy suited to your situation and needs.