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473 Broadway Saratoga Springs, NY 12866
Phone: 518-584-5844

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Diligence is the parent of fortune.
 

  • Are you on track to
    retire when you want to?


    Try our new retirement
    Self-Assessment Calculator
    today
    to see how you’re doing.
     

    Visit: ATC Retirement Calculator

    Hint: If you are unsure of
    the after-tax income you’ll
    need in retirement use 70%
    of your current gross annual income.

     

Planning & Investment Services

We have the expertise to help you achieve your financial goals

 

Please select one of the following topics for further information.


Investment Management  - We can help you implement an investment plan to meet various needs over your lifetime.

Retirement Planning - Will you be ready? Our financial planning experts can assess your situation and help you devise a well thought out plan.


Financial Planning - We can help you analyze and develop a plan to achieve your lifetime goals –education funding, retirement and estate planning, insurance coverage and asset growth.

Estate & Trust Services - We can help you provide for others when the time comes.

Getting Started
 

For additional information or to arrange an appointment please call us at 518-584-5844 (x) 2311 or email us.

We also offer a free quarterly eNewsletter titled "Options" - please click here to subscribe.

 

Investment Products are: NOT A DEPOSIT * NOT FDIC INSURED * NOT GUARANTEED BY THE BANK * NOT INSURED BY ANY GOVERNMENT AGENCY * MAY GO DOWN IN VALUE