Orange County Financial Services/Investment Management

A CLC Pooled or Private Supplemental Needs Trust offers financial security and enhanced quality of life for disabled individuals while maintaining their eligibility for important government benefits such as SSI and Medicaid.

Homestead Funding is a New York State licensed mortgage banker. We currently have 22 branches in New York State. We remain the Capital District’s largest mortgage lender having satisfied thousands of customers and originated billions in residential loans

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of of experience in financial services. We can help

Chase

help families protect their finances, futures, and loved ones. There are numerous roles and paths here: whether providing protection-based solutions, offering retirement planning and guidance, or mentoring the next generation. With a strong focus on and

Mutual of America works directly with small to mid-size companies and non-profit organizations to provide quality retirement planning services to their members and employees to help them meet their long-term financial goals.

Holistic financial planning creating a customized financial plan based on your goals and lifestyle. We take into consideration your morals, values and loved ones so you can live life by design and not by default.

We help families who are planning and preparing for retirement and small businesses planning their retirement and benefits packages. Free consult via our retirement resource center - just call or email us!