Adirondack Financial Services

Investment Advisory Services

photoThe AFS Investment Advisory Division is an independent, fee-based Registered Investment Advisor with a management team that averages over twenty years of portfolio management and security research expertise. Using our disciplined investment management process, we serve both individuals and institutions. We work with our clients to balance their asset allocation decisions with their objectives and unique considerations.

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Corporate Overview:
Regardless of the division with which you are working, the service that we are providing, or the product we are discussing, our service, experience, and integrity provide the framework from which all financial strategies and business solutions are built. -more

 

 

 

 

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Qualified
Retirement Plans:

The AFS Qualified Retirement Plans Division specializes in creating successful retirement plan experiences for employers and employees. Our services run the full life cycle for retirement plans - from plan design and implementation to monitoring and communication.

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Employee Benefits:
The AFS Employee Benefits Division is an independent, full service employee benefits advisor that works closely with employers to formulate their overall employee benefit goals and provide creative solutions to meet those goals. - more

 

 

 

 

 

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Client Directed Investments:
The AFS Client Directed Investment Services Division offers clients an investment option for those who choose to have full discretion over their account, while having access to independent advice along with a complete range of financial products.

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