First Financial Capital

Ascent Wealth Partners is an independent wealth management firm based in Saratoga Springs, NY. With a team of experienced professionals, including partners Bradley M. Kowalczyk, Scott C. McCartney, and Mark Moshier, the firm is dedicated to putting clients first and providing unbiased advice. They offer a comprehensive range of services, including investing, planning, and 401(k) knowledge, and are committed to working in the best interest of their clients. With a focus on a consistent and personalized investment strategy, Ascent Wealth Partners has built a strong reputation for their fiduciary approach and commitment to client success. With over 1 billion in assets under management and a client base of 1,050,000, Ascent Wealth Partners has established themselves as a trusted partner in the financial industry. Their team of knowledgeable professionals, including managing directors Joseph D. Summa and Neil Edmonds, bring expertise and insight to help clients navigate the complexities of wealth management. Whether it's portfolio management, financial planning, or operations support, Ascent Wealth Partners is dedicated to providing exceptional service and guidance to their clients.Generated from the website

Sterling Manor Financial provides financial planning, investment services and insurance in Saratoga Springs, NY. We offer a wide range of services to help you achieve your financial goals, including retirement planning, college savings plans, estate planning, and more. We also offer a variety of investment options, including stocks, bonds, mutual funds, and annuities. Our experienced financial advisors will work with you to create a personalized plan that meets your specific needs and goals. Contact us today to learn more about our services and how we can help you reach your financial goals.

Cambridge Wealth Management (CWM) provides holistic wealth advisory services and investment consulting to a select group of clients. For each client, we design and manage a tailored strategy.