Cornerstone Financial Advisors

Tennant Financial is a highly reputable financial advisory firm based in Ballston Lake, NY, with a team of experienced professionals dedicated to providing comprehensive financial planning services. With over eight decades of combined industry experience, their multidisciplinary team offers personalized guidance and support to individuals, couples, families, and businesses, helping them navigate the complex investment and financial landscape. Recognized as one of the top financial advisors in the country by The Financial Times for four consecutive years, Tennant Financial prides itself on its expertise in assisting women during challenging times and prioritizing retirement planning. They also understand the unique concerns and decisions faced by business owners and professionals, offering tailored solutions to meet their specific needs.Generated from the website

Securities America, now operating under the name Osaic Securities, provides a range of financial services, including investment advisory and brokerage services, through its various affiliated firms. These firms are members of FINRA and SIPC, ensuring compliance and security in the financial industry. The company offers services through multiple entities, including Osaic Wealth Inc., Osaic Institutions Inc., and Triad Advisors LLC, among others. Their advisory programs are sponsored by VISION 2020 Wealth Management Corp, highlighting their commitment to comprehensive financial solutions. Generated from the website

Welcome to Merrill Lynch in Clifton Park, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.