High Peaks Financial Group

David Needham, a financial advisor based in Lake Placid, NY, offers personalized financial advice aimed at helping clients achieve their financial goals. With a team of qualified professionals, he provides a range of advisory services that include investment strategies, estate planning, and retirement planning. David holds multiple prestigious certifications, including CERTIFIED FINANCIAL PLANNER (CFP), Accredited Asset Management Specialist (AAMS), and Chartered Financial Analyst (CFA), demonstrating his comprehensive knowledge and commitment to fiduciary practices. His expertise extends to various areas such as wealth management, behavioral finance, and specialized planning for domestic partnerships and seniors. Generated from the website

Janney Montgomery Scott is a financial services firm based in Lake Placid, NY, specializing in wealth management and investment advisory services for individuals and institutions. With a focus on personalized financial planning and investment strategies, Janney Montgomery Scott helps clients navigate the complexities of the financial markets to achieve their long-term goals. Generated from their business information

High Peaks Financial Group is a boutique financial services firm based in Lake Placid, NY, specializing in personalized wealth management solutions for individuals and families. With a focus on building long-term relationships, the firm offers comprehensive financial planning, investment management, and retirement planning services to help clients achieve their financial goals. Generated from their business information