EXPERIENCE THE DIFFERENCE

The resources of a large firm, with the personal attention of a small practice.

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DESIGNED FOR YOU

We can help you develop an approach that is designed to address your unique situation.

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LONG-TERM RELATIONSHIPS

We strive to work closely with our clients, building long-lasting partnerships.

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A HOLISTIC APPROACH

Our goal is to create customized strategies that weave together your financial goals and values.

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What's Your Risk Number

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!

FIND YOUR RISK NUMBER

Office Information

43 British American Boulevard 1st Floor
Latham, NY 12110
518-724-5004

Office Hours

Mon-Fri: 9:00AM - 5:00 PM
Evenings By Appointment Only

Your Well-lived Life

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!

Meet Our Team

Daria Schumacher CFP®, CLU®, RICP®, ChFC®, NSSA®

Certified Financial Planner, Financial Advisor

518-724-5004

518-724-3543

daria.schumacher@ceterainvestors.com

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...

Sarah Ryle

Registered Practice Operations Coordinator

sarah.ryle@ceterais.com

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...

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

Investments
Fully independent advice always directed toward your best interest. Guidance to help your assets grow.
Retirement
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.
Estate
Helping you manage effective estate and wealth transfer plans to ensure your legacy wishes are fulfilled.
Insurance
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.

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