Rosemont Financial Group

Optimus Group LLC is an independent financial services firm located in Halfmoon, NY, specializing in helping individuals and families create customized retirement strategies. With a team of experienced professionals, they offer a range of financial services, including retirement income strategies, legacy planning, and tax strategies for retirement. Their goal is to help clients regain control of their financial future and ensure they have a plan that continues to work even after they retire. Using a variety of insurance products, Optimus Group LLC tailors their strategies to meet the unique needs and objectives of each client. They provide thorough evaluations of current financial situations and offer custom strategies to help clients reach their retirement goals. With a focus on providing steady and reliable income streams, they aim to help individuals and families achieve their ideal retirements.Generated from the website

Capital Saratoga Wealth Management is a financial services firm located in Ballston Spa, NY. They offer a wide range of financial services, including investments, bonds, common stock, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, brokerage accounts, treasury bills, government securities, treasury notes, variable annuities, financial planning, retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans. They also offer insurance, including disability income insurance, life insurance, and long-term-care insurance. Capital Saratoga Wealth Management is a trusted advisor to individuals and businesses in the Saratoga Springs area.

Sterling Manor Financial provides financial planning, investment services and insurance in Saratoga Springs, NY. We offer a wide range of services to help you achieve your financial goals, including retirement planning, college savings plans, estate planning, and more. We also offer a variety of investment options, including stocks, bonds, mutual funds, and annuities. Our experienced financial advisors will work with you to create a personalized plan that meets your specific needs and goals. Contact us today to learn more about our services and how we can help you reach your financial goals.