AlbanyAdvisor Group of Guilderland

AlbanyAdvisor Group of Guilderland is a financial planner in Guilderland, NY, located at 20 Corporate Woods Blvd 4th Floor. The firm provides integrated financial planning and active investment management services to individuals and businesses. They offer target-risk investment management and work to help clients manage accumulated wealth through customized, goal-oriented financial plans.

The team consists of certified financial planners who focus on assessing unique financial objectives and integrating risk management into personalized strategies. Their services include retirement planning, education savings, and wealth growth. For business clients, they assist with various retirement plans, ranging from SEP, Simple IRA, or Single 401K for the self-employed to larger company 401K plans with many participants. They also work with entrepreneurs to integrate business interests into an overall financial plan. The group utilizes a 360-degree approach to aim for tax-efficient asset positioning and provides insights into forecasted numbers. Clients can meet with the team in person, via phone, or through Zoom.

Marc, a certified financial planner, holds series 6, 63, 65, and 7 securities licenses and is a graduate of Hartwick College. Prior to forming the AlbanyAdvisor Group in 2021, he worked for PKS Investments, McDonald Investments, Fidelity Investments, Putnam Investments, and New York Life’s ADQ pension consultancy. He has been a member of the Financial Services Professionals Eastern New York chapter since 2004 and served as its president during the 2011-2012 season. Lori, a partner at the firm, graduated cum laude from Ithaca College with a B.S. in Business Management in 1986. She began her career with the NYS Division of the Budget and the Office of Mental Retardation and Developmental Disabilities before joining PKS in 2006 and the AlbanyAdvisor Group in 2009.

Securities are offered through Purshe Kaplan Sterling Investments Inc., a Member FINRA/SIPC. Advisory services are offered through AlbanyAdvisor Group, LLC, a Registered Investment Advisor.

AlbanyAdvisor Group of Guilderland provides specialized financial planning and investment management for individuals and businesses in the Guilderland area.

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