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How We Work

Taking a comprehensive view of your situation, financial requirements, investment preferences, and special circumstances, our team offers a wide variety of services to help you and your family work towards your goals. Whether you’re ready to buy your first house, want to fund your child’s college education, or are looking forward to retiring in a few years, we help you save and grow your assets to realize your dreams.

CERTIFIED FINANCIAL PLANNERSTM on the 435 Financial team offer services in the six areas defined by the Certified Financial Planning Board of Standards:

  • Financial planning
  • Insurance planning
  • Investment planning
  • Income planning
  • Retirement planning
  • Estate planning



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (518) 599-5757

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