Marshall & Sterling Insurance

SIP Financial Services, located in Glenville, NY, specializes in comprehensive financial planning and investment management, catering to families and small business owners. With a focus on retirement planning, estate planning, insurance, tax strategies, and financial education, they aim to create flexible and personalized financial plans that evolve with their clients' needs. Led by Lanny Rosenbaum, SIP Financial Services emphasizes the importance of regular in-depth meetings to align clients' financial goals with tailored investment strategies. They are committed to navigating economic challenges while ensuring their clients' long-term success and peace of mind. Generated from the website

Scotia, NY: DePaulo Agency is comprised of a team of professional and experienced Scotia, NY independent insurance agents.

Capital Growth Shelter Inc., based in Schenectady, NY, specializes in wealth management, investments, and insurance, offering tailored financial solutions since 1984. The firm emphasizes financial success through strategic asset allocation and diversification to mitigate portfolio risk. Affiliated with Cetera Advisors LLC, Capital Growth Shelter Inc. provides a range of services, including investment advisory and securities brokerage, while ensuring compliance with industry regulations. The team of experienced professionals also offers additional resources such as newsletters, calculators, and educational articles to support clients in their financial planning journey. Generated from the website