Adirondack Financial Services

Client Directed Investment Services / Products Provided

The Client Directed Investment Services Division at AFS offers products and services for individuals at all life stages. Believing that financial planning does not happen in a vacuum, advisors in this division are able to work with you to understand and advise on your total financial situation. Products and services include:

 

Investment Products* and Services

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Securities Brokerage Services

Financial Resource Products and Services

  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Analysis

Tuition Funding

  • Education Cost Analysis
  • Analysis of Investment* Alternatives
  • Insurance and Investment Products*
  • 529 Plans

Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving

Individual Retirement Products and Services

  • Individual Retirement Accounts
  • Fixed and Variable Annuities*
  • Retirement Needs Analysis
  • Long Term Care Insurance

*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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