Investments Solutions Inc

Closed
Call
Website
60 Railroad Pl Ste 206
Saratoga Springs, NY 12866
+1 (518) 584-5995
https://saratogainvestmentsolutions.com

Investments Solutions Inc, located in Saratoga Springs, NY, is a boutique financial advisory firm dedicated to simplifying wealth management for driven individuals, particularly medical professionals and retirees. Founded by Cynthia Zalewsky, a CERTIFIED FINANCIAL PLANNER, the firm focuses on creating tailored financial plans that align clients' wealth with their passions and life goals.

With a commitment to integrity and ongoing education, Investments Solutions Inc offers comprehensive financial planning services, including business transition strategies, estate planning, and retirement preparation. The firm prides itself on providing independent, objective advice while maintaining a fiduciary responsibility to its clients.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Security brokers and dealers

Janney

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you and partnering to provide continuous guidance and support through every stage of life.
WEST & Company CPA, PC
Auditing services, Certified public accountant

WEST & Company CPA, PC

1
"Friendly and helpful staff at both of their locations in Saratoga Springs and Gloversville, NY!"
Stephen Krakower of Janney Montgomery Scott

Stephen Krakower of Janney Montgomery Scott

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.
United States›New York›Saratoga Springs›Investments Solutions Inc

Partial Data by Infogroup (c) 2024. All rights reserved.