EFS Financial Advisors

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Iron Tree Financial is a financial planning firm located in Latham, NY. We specialize in helping our clients achieve their financial goals, whether it be retirement planning, estate planning, or simply saving for a down payment on a house. We offer a wide range of services, including work-optional income planning, estate planning, social security and medicare education, and services for amateur and professional athletes. Our team of experienced financial advisors are committed to providing our clients with the best possible service and guidance, and we will work with you to develop a personalized financial plan that meets your individual needs.

Cetera Investors is a financial services firm that specializes in retirement planning and income distribution. We are dedicated to helping our clients achieve their financial goals by providing comprehensive financial strategies that are designed according to their tolerance for risk, specific goals, and financial situation. We are a team of experienced financial advisors who are committed to providing our clients with the highest level of service. We are here to help you make informed decisions about your finances and to ensure that you are on the path to a secure and fulfilling retirement.