We understand your financial plan
We help you plan so you can achieve your financial goals.
A team built to strive
We begin with an evaluation of all personal and financial circumstances. Our detailed approach includes obtaining information regarding a client’s health, life expectancy, family situation, and financial footprint including expenses and all sources of income.
After we gather all client information we identify the areas that need attention and help prioritize and set goals to meet our clients expectations.
Once we understand our client’s goals we analyze where they are currently and build a plan around maximizing their efforts moving forward.
What We Do
As trusted advisors, we work with individuals and businesses to most efficiently manage the wealth they have accumulated. We firmly believe that a solid financial plan is the cornerstone to understanding how those assets should be invested and distributed. By offering comprehensive financial planning as well as target-risk investment management, our team provides the services that are crucial to their continued success.
Due to the highly contagious nature of the novel coronavirus, PKS has enacted our Business Continuity Plan. This means that most employees are working from home and we are temporarily not meeting with clients in person to minimize the risk of infection. PKS will remain fully functional during this extraordinary time and there will be no interruptions to our service. Please contact us if you have any questions as we remain available to address our clients’ concerns.
What Types of CLients Do you Work With?
Do you work with small businesses?
do you charge a fee for a consultation?
What Types of Businesses Do you Work With?
I already have a financial advisor can i still ask for a consultation?
DO i have to live near Albany to be a client?
We want to talk to you.
AlbanyAdvisor Group is a division of PKS Advisory Services LLC, an SEC Registered Investment Advisory Firm.
Investments and insurance products are made available through Purshe Kaplan Sterling Investments and are: NOT FDIC INSURED·NOT BANK GUARANTEED·MAY LOSE VALUE·NOT A DEPOSIT·NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207
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