HFR Investment Advisory Services

Saratoga Investment Solutions is a boutique financial firm based in Saratoga Springs, NY, offering tailored services to individuals and professionals seeking to simplify their finances and align their wealth with their life goals. Founded by Cynthia Zalewsky, a Certified Financial Planner, the firm specializes in providing holistic financial planning at every stage of one's career, whether it be for medical professionals, veterinarians, retirees, or those preparing for retirement. With a focus on increasing the value of clients' lives rather than just the size of their wallets, Saratoga Investment Solutions offers solutions for business transition, trust and estate planning, student loan debt, employee benefit optimization, wealth distribution, risk coverage, and practice buy-ins.Generated from the website

PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and innovative products.With offices in over 100 cities throughout the country, Purshe Kaplan Sterling Investments is an Albany, New York-based firm, which truly has a local presence and a national reach. PKS is a FINRA registered broker/dealer with access to every major Investment Company and hundreds of Variable Annuity products and access to some of the top professional money managers in the country. We partner with investment professionals who represent the best in the industry and now, with over 462 branches across the United States, PKS is recognized by our industry partners, clients and peers as a premier broker-dealer for successful investment executives and financial advisers. When you combine our innovative technology with that supplied by our clearing firm, National Financial Services, LLC., it becomes clear that PKS excels in the four essential elements of securities brokerage: trading, operations, compliance and technology. If you are an investment professional looking for a broker/dealer that fosters an entrepreneurial environment, integrated technology solutions that streamline business and a generous compensation structure, or an investor looking for a commitment to excellence in service and an experienced management team with decades of relevant industry experience, PKS is your best option.

Fagan Associates is an independent financial advisory firm based in Troy, NY, with over 31 years of experience in providing personalized services to meet the individual needs of their clients. Specializing in retirement planning, investment management, financial planning, and business corporate services, their team of investment advisers is dedicated to safeguarding the financial future of their clients. With a focus on proper portfolio construction and diversification across various industries, Fagan Associates emphasizes the importance of maintaining reasonable valuations and staying informed about market trends. Their recent publications offer insights into market commentary and analysis, guiding clients in making informed decisions for their financial well-being.Generated from the website