Equitable Advisors

Helping You Pursue True WealthOur financial advisors in Clifton Park, New York, work with families, women and business owners to pursue their financial and life goals by crafting effective and personalized financial plans.We focus on developing true meaningful relationships with all our clients and their families. Because True Wealth is more than just money its financial confidence and the ability to focus on what means the most to you and your loved ones.We deliver coordinated wealth management in plain language to support and educate our clients, so they can live their lives with confidence and a healthy mindset about their financial situation.Our team specializes in providing our clients with highly personalized, comprehensive, full-service financial planning, portfolio management, estate planning, tax strategy and more.

Frederick Hepfer is a Private Client Financial Advisor at Citizens Securities, Inc. located in Clifton Park, NY. With a dedicated advisory team, they offer comprehensive financial planning services tailored to the unique needs and goals of individuals and their families, providing guidance and support throughout their financial journey. Citizens Private ClientTM, led by Frederick Hepfer, focuses on creating personalized financial plans and offers exclusive rewards through CitizensPlusTM, including investment matches, higher savings rates, special lending discounts, and more. Their collaborative and comprehensive approach ensures that clients receive the trusted advice and support they need to navigate their financial future.Generated from the website

Chris Dunham serves as a Private Client Relationship Manager at Citizens Private Client in Clifton Park, NY, where he leads a dedicated advisory team focused on providing comprehensive financial planning tailored to individual client needs. The collaborative approach ensures that clients receive personalized support and guidance as their financial situations evolve over time. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, enhancing clients' financial journeys with tailored advice and premium benefits. With a commitment to understanding the unique goals of each client, the firm aims to help individuals and families navigate their financial futures effectively. Generated from the website