New York Life

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses. Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.

Stifel is a global wealth management and investment banking company dedicated to assisting individuals, families, and organizations in pursuit of their financial objectives. With a focus on building lasting relationships, Stifel offers a range of services to help clients navigate complex financial landscapes. From retirement planning and investment advisory for individuals to aiding corporations in raising capital and strategic financial planning, Stifel's expertise spans various financial realms. The firm's commitment to leveraging market forces for the benefit of its clients is embodied in its iconic bull and bear imagery. With a team of dedicated professionals, Stifel aims to provide sound advice, innovative solutions, and unparalleled service to meet the diverse needs of their clientele. By fostering a culture of empowerment for financial advisors, Stifel ensures that clients receive personalized and comprehensive financial guidance. Generated from the website content

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.