Haller Financial

Smart Capital Management, LLC is a trusted financial company located in Coxsackie, NY, with over 24 years of experience working with successful educators and their families. Led by President Stephen A. Simmons, the company offers personalized financial planning services, focusing on helping clients achieve their goals and improve the quality of their lives through their unique SMART Transition Experience. With a team of experts and a family-oriented approach, Smart Capital Management is dedicated to providing confidence and simple solutions to their clients. As an independent firm, Smart Capital Management offers a wide range of services, including retirement planning, investment management, insurance solutions, and estate planning. They strive to save their clients money and reduce taxes through strategies such as utilizing retirement accounts like 403B, 401K, or IRA. With a commitment to education, the company provides a wealth of resources, including articles, newsletters, calculators, and videos, to keep clients informed about financial issues and trends. Smart Capital Management is dedicated to helping families graduate to a better future.Generated from the website

At Cornerstone Financial we cherish the relationships we build with our clients. In helping secure your financial future, we become an integral part of your family, as you become part of the Cornerstone Family. For over 35 years we have provided dedicated service in the Tri state area. Our financial advisors custom build portfolios based on each of our clients' individual goals, objectives, risk tolerance and time frame; often times placing you in the very same investments we use for our own personal portfolios. At Cornerstone Financial, our main focus is helping you on your journey through all stages of the financial planning process with honesty, integrity, and class. Please contact us today for more information or to schedule a complimentary appointment with one of our certified financial advisors, and start planning for your future!

As Erie Insurance Agents we provide superior home, auto, business or life Insurance to suit your needs. With award-winning service and great prices we give you confidence that you are well protected.