Quality
Advice.
Quality Consulting.

Our services are meant to give you advice that is unique to you and your situation. 

Financial Planning

Financial planning services to help protect, grow and preserve your assets

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Retirement Planning

Retirement planning services to help protect, grow and preserve your assets

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Employee Benefits

Employee benefit programs for all types of businesses:

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Financial Education

In addition to providing individual and business services, we also offer both live and virtual financial education programs at no cost to individuals and groups upon request.

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Client Forms

Downloadable Forms

Please download and print our Confidential Client Factfinder below
in order to better understand your financial goals and concerns.

Get in Touch

(518) 244-8334
Phone
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Email

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  • (518) 244-8334

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Securities are offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, Syracuse, New York 13214. Member FINRA/SIPC. Advisory Services are offered through Hazard & Siegel Advisory Services, LLC, an SEC Registered Investment Advisor. Check the background of Hazard & Siegel, Inc. and its representatives on FINRA's BrokerCheck