Broker Check

Giving Thanks! – Client Open House
November 19, 2018

As a way to thank our clients, we hosted an open house at our offices. Each year we take orders and our clients are able to come pick up delicious local pies or cookies – just in time to bring to their Thanksgiving celebration. They take over a whole conference room!

A Day at the Races – Saratoga Race Course
August 16, 2018

Each year, we invite our clients to an afternoon of racing at the rail at the Saratoga Race Course, with complimentary lunch, beverages and a private betting window.

What's in Your Purse - Women's Financial Planning Event
May 14, 2018

We invited our female clients to bring a friend for dinner at Locust Grove to pick up a few tips on investing for the future, protecting their assets, and setting goals.