5 advisors with offices in Latham. Credentials, fee structures, and minimums are disclosed on each listing.
Latham, New York
Insurance-Based
Autumn Sims is an insurance-based financial advisor located in Latham, New York, specializing in retirement planning and investment management. The practice provides financial planning and insurance analysis services to clients.
View detailsLatham, New York
Independent RIA
Iron Tree Financial is an independent registered investment adviser based in Latham, New York, specializing in estate planning. The firm operates on a fiduciary basis and conducts business in English.
View detailsLatham, New York
Pachira Wealth Management operates from Latham, New York, offering investment management, retirement planning, and wealth management services. The firm provides financial planning and investment management to clients seeking to structure their retirement and overall wealth strategy.
View detailsLatham, New York
Phillip Mabey operates as a financial advisor with Northway Financial Group LLC in Latham, New York. The practice specializes in retirement planning and investment management, offering financial planning services. Contact the firm directly for information on fee structures and specific service details.
View detailsLatham, New York
Verant Wealth is an investment advisor based in Latham, New York. The firm serves clients in English.
View detailsAdvisors serving Latham specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.