Comella, Joseph V Agt

Norvest Financial Services is a trusted provider of voluntary group benefit programs for public sector employers and associations in Latham, NY. With over 30 years of experience, they offer custom-designed benefit packages that enhance existing offerings, providing convenience, choice, and expert guidance. As a back-office partner, Norvest Financial Services represents their clients, not the insurance carriers, ensuring that the needs of the public sector are met effectively. Their commitment to delivering exceptional service and their focus on the individual employee or member sets them apart in the industry.Generated from the website

Marathon Mission Wealth Management, based in Latham, NY, is an SEC Registered Investment Advisory firm founded by Michael Ryan, CFP. With a focus on high-quality asset management and comprehensive financial planning, they offer personalized services that include in-house investment portfolio management, extensive research, and a commitment to making all investment decisions internally. Their investment philosophy combines macroeconomic analysis, fundamental and technical analysis, and modern portfolio theory to guide their approach to selecting investments and managing portfolios. By prioritizing client goals and providing a truly comprehensive service, Marathon Mission sets itself apart in the financial advisory industry.Generated from the website

Shipp Financial Services Inc., located in Latham, NY, is a consultancy dedicated to fostering business growth and prosperity within the community. Led by President Sara Young, the firm is committed to providing valuable financial insights and support to its clients. As a member of the Capital Region Chamber, Shipp Financial Services actively participates in initiatives aimed at enhancing economic development and collaboration among local businesses. The company emphasizes inclusivity and the importance of diverse perspectives in driving success in New York's Tech Valley. Generated from the website