State Farm

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

As an Allstate Agent in Clifton Park, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car, boat, and more.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.