The Client Directed Investment Services Division at AFS takes a holistic approach by meeting client's financial goals through the comprehensive discussion of personal finances. Discussions and advice center around life stages and can include buying a home, saving for education costs, or planning for retirement. The Client Directed Investment Services Division offers clients objective, comprehensive financial guidance and advice that provides personalized guidance in developing a total financial plan along with assistance with purchases of investment products.
*Securities offered through Hazard & Siegel Inc., Member FINRA and SIPC
** Investment Advisory Services offered through Adirondack Financial Services Corp.
