Personalized Financial Planning

You are looking for a financial advisor who can help you with all aspects of your financial plan – from managing your wealth and investments to planning for retirement and beyond.


Our team of independent financial advisors offers everything you need in one place. We help you find the best options for you and your family so you can achieve your personal financial goals.

Retirement Planning

You need a retirement plan in place to maintain your current lifestyle, and to make sure your future is thriving. Our retirement account managers will quantify your retirement needs and resources, so you can plan for the retirement you deserve.


If you’ve been wondering…


     Can I afford to retire early?

     How much can I spend in retirement and still maintain my long-term financial security?

     Which distribution options should I choose to maximize the benefits from my qualified retirement plans?

     How should I structure my investment portfolio at retirement?



…our dedicated retirement account managers are here to answer your questions and provide ongoing support you won’t find anywhere else.

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Our Services

Our financial advisors will provide you with a comprehensive plan to accomplish your financial goals, including:



  • College funding
  • Estate planning
  • Money management
  • Retirement planning
  • Wealth management
  • Investment planning
  • Insurance planning

Our advisors are here to help you with any questions.



Ready to start the conversation? Let’s connect!

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Advisory Services are offered through Adirondack Financial Services Corp, an SEC registered advisor. Broker-dealer services are offered through Hazard & Siegel Inc. AFS & Hazard & Siegel are separate and unaffiliated entities.  The opinions and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All content is developed from sources believed to be providing  accurate information. No information provided is intended to be considered legal or tax advice.  Please consult legal or tax professionals regarding your individual situation. This communication is intended for individuals residing in states that AFS is registered or licensed in or exempt from registration. CRS & ADV Part 2