Adirondack Financial Services

Client Directed Investment Services Approach

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Investment Advisory Services  |  Qualified Retirement Plans  |  Employee Benefits  |  Client Directed Investment Services
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