Cornerstone Financial Advisors

After serving the Schenectady community for 37 years as Wright and Barnes Investments, we are happy to announce that we continue to serve the area as Kellman Barnes Financial Planning. Established in 1977 as Arthur Wright and Associates, Lynn Barnes, CFP, joined her father in 1982 to create Wright and Barnes Investments. Now, Travis Kellman, MSFP, CFP, CRPC, EA, and Lynn have joined forces to create Kellman Barnes Financial Planning. Travis, another life-time Schenectady resident, boasts 12 years of financial planning experience and combined they have 49 years’ experience serving the Schenectady community with an emphasis on honesty, trust, and communication.

RLP Financial Management in Schenectady is a trusted advisor dedicated to assisting individuals and families in navigating their financial decisions. Their mission is to help clients chart a meaningful course towards managing their finances effectively. With a focus on building trust and providing expert guidance, RLP Financial Management aims to empower clients to make informed choices that align with their financial goals. Their team is committed to offering personalized support and assistance every step of the way. Generated from their website's infomation

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.