Our Qualifications


You work hard for your money and we respect the time, energy and devotion it takes to save, invest, and grow your assets that grow your future.

The hard facts: In today's mobile society, we are more responsible for our futures than ever before. Company benefits are part of the "good ol' days". Social Security may only provide about 25% of the income needed during retirement so you may just want to view Social Security income as a bonus.

There is no better time than now to face the facts and start planning for your future.

Call one of our financial consultants to get you started. Our professionals can be reached at (518) 786-3300 and their extensions and personal e-mail addresses are as follows:

John G. Gigliello x242

Joseph J. Hermann x245

Walter P. Klisiwecz, CFP, MBA x251

Anthony R. Pettograsso x241

Leonard F. Valletta, CFP, MS x227