Fiduciary advisors in Latham, NY

Latham, New York

Insurance-Based

Autumn Sims, Financial Advisor - Eagle Strategies is an insurance-based firm in Latham, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Latham, New York

Independent RIA

Iron Tree Financial is an independent registered investment advisor in Latham, New York, established in 2000, that operates under a fiduciary standard. The firm provides retirement income planning, estate planning, Social Security and Medicare education, and specialized financial planning for amateur and professional athletes, along with succession planning services for retiring advisors. Iron Tree collaborates with CPAs and legal professionals to address tax efficiency, long-term care considerations, and estate administration as part of its holistic planning approach.

Latham, New York

Pachira Wealth Management is an investment advisory firm in Latham, New York. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Latham, New York

Northway Financial Group LLC, based in Latham, New York, provides financial planning services with a focus on retirement planning and investment management. The firm employs a collaborative, multidisciplinary approach centered on understanding clients' financial goals and life priorities, combining experienced analysis with transparent communication about asset locations and performance.

Latham, New York

Verant Wealth is a financial advisory firm based in Latham, New York, serving clients throughout the Capital Region including Saratoga Springs, Malta, and Clifton Park. The firm offers personalized financial planning and investment management for individuals, retired professionals, families, and business owners, with services spanning budget planning, debt management, compensation analysis, retirement strategy, education funding, and life milestone planning. Operating on a fiduciary basis, Verant Wealth emphasizes values-aligned strategies, client education, and ongoing plan adjustments to address changing circumstances.