Bates Fullam Insurance Agency, Inc.

Our personal services cover all areas of financial management, from investment and financial planning to risk management and estate conservation. Our expertise is in helping provide you with solutions for growing, managing, and preserving your wealth while also addressing your needs for safety and financial independence. Through our customized client approach we have helped many clients maintain their financial independence in a prudent manner that's efficient and comfortable.

As with your physician or attorney, the relationship between you and your financial adviser is a personal one, based on professionalism and trust. At D.B. McKenna & Co., we value the confidence our client's place in us. We're independent that means we're objective in helping you select the appropriate investments for your needs. With D.B. McKenna & Co., you're always assured that investment recommendations are based on careful evaluation of your individual financial goals.

Smart Capital Management, LLC is a trusted financial company located in Coxsackie, NY, with over 24 years of experience working with successful educators and their families. Led by President Stephen A. Simmons, the company offers personalized financial planning services, focusing on helping clients achieve their goals and improve the quality of their lives through their unique SMART Transition Experience. With a team of experts and a family-oriented approach, Smart Capital Management is dedicated to providing confidence and simple solutions to their clients. As an independent firm, Smart Capital Management offers a wide range of services, including retirement planning, investment management, insurance solutions, and estate planning. They strive to save their clients money and reduce taxes through strategies such as utilizing retirement accounts like 403B, 401K, or IRA. With a commitment to education, the company provides a wealth of resources, including articles, newsletters, calculators, and videos, to keep clients informed about financial issues and trends. Smart Capital Management is dedicated to helping families graduate to a better future.Generated from the website