Lambert & Spratt Financial Partners

Since 1995, weve helped hundreds of business owners and executives gain financial clarity. We meet where it all happens: in jobsite trailers, warehouses, and workshops. Whether were talking about succession planning or retirement income, we provide dependable expertise, thoughtful counsel, and real solutions that make a difference in our clients lives.We bring more to the table than our expertise. Sometimes were business therapists, using our most powerful skill: listening. Sometimes were referees, ensuring every stakeholder is respected, valued, and heard. But mostly were coaches, collaborating with you to unlock your companys potential, clarifying both the big picture and critical details, and defining specific objectives and actions.We understand your goals inherently go beyond accumulating assets. And we can help you get there.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Broadstone Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 24 Century Hill Drive, Latham, NY 12110, (518) 220-3061. Read Our Licensing Information: https://broadstoneadvisors.com/licensing/ View Customer Relationship Summary: https://compass.massmutual.com/api/public/assets/file/blt3e72bd07ab10cfcb

Financialwise is a financial planning firm located in Latham, NY, offering a comprehensive range of services to individuals, families, and businesses. With a mission to provide clients with a new level of attention, insight, and guidance, their team of experienced Financial Professionals takes a straightforward approach to building personalized financial strategies focused on the unique needs and objectives of each client. By taking the time to understand clients' circumstances and earning their trust, Financialwise offers meaningful and manageable steps towards achieving a secure financial future. Whether clients are preparing for retirement, navigating life changes, or seeking financial protection, the firm's integrated strategies and ongoing support help ensure clients stay on track to meet their goals.Generated from the website

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