CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

ROBIN A. DAVEY

stephen bronder

STEPHEN M. BRONDER

jeffrey gabriels

JEFFREY K. GABRIELS ESQ

CPA, CFP®, CLU®, RICP®, CDFA®
Retirement Planning Specialist

CFP®,ChFC®,
Financial Consultant

CLU®, ChFC®, RICP®
Retirement Planning Specialist

ROBIN A. DAVEY

 

CPA, CFP®, CLU®, RICP®, CDFA®
Retirement Planning Specialist

stephen bronder

STEPHEN M. BRONDER

 

CFP®,
Financial Consultant

jeffrey gabriels

JEFFREY K. GABRIELS ESQ

 

CLU®, ChFC®, RICP®
Retirement Planning Specialist

ralph willner giwerc

RALPH WILLNER GIWERC

robert woodcock

ROBERT F. WOODCOCK

lauren woodcock

LAUREN E. WOODCOCK

ChFC®, RICP®

Financial Consultant

CFP®, ChFC®, CLU®
Financial Consultant

Financial Consultant

ralph willner giwerc

RALPH WILLNER GIWERC

 

ChFC®, RICP®

Financial Consultant

robert woodcock

ROBERT F. WOODCOCK

 

CFP®, ChFC®, CLU®
Financial Consultant

lauren woodcock

LAUREN E. WOODCOCK

 

Financial Consultant

EVAN CROLL

NATALIE GECEWICZ

colleen kavanaugh

COLLEEN KAVANAUGH

Financial Consultant

ChFC®
Financial Advisor

Financial Advisor

EVAN CROLL

Financial Consultant

NATALIE GECEWICZ

 

ChFC®
Financial Advisor

colleen kavanaugh

COLLEEN KAVANAUGH

 

Financial Consultant

ADAM HERSH

HEATHER BURRIDGE

EILEEN VIERLING

Financial Consultant

Client Management

Client Management

ADAM HERSH

 

Registered Representative

HEATHER BURRIDGE

 

Client Management

EILEEN VIERLING

 

Client Management

carol reardon

CAROL REARDON

JESSICA KLUCKA

KELSEY BROZOWSKI

Client Management, MBA

Client Management

Client Management

carol reardon

CAROL REARDON

 

Client Management, MBA

JESSICA KLUCKA

 

Client Management

KELSEY BROZOWSKI

 

Client Management

KATE ENGERT

JESSICA PETTERSON

DANIELLE CANTERBURY

Client Management

Client Management

Client Management

KATE ENGERT

 

Client Management

JESSICA PETTERSON

 

Client Management

DANIELLE CANTERBURY

 

Client Management

photo of clifton park office

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
(518) 373-7300

FINANCIAL PROFESSIONALS

 

Robin A. Davey, CPA, CFP®, CLU®, RICP®, CDFA®

Stephen M. Bronder, CFP®, ChFC®

Jeffrey K. Gabriels ESQ, CLU®, ChFC®, RICP®

Ralph Willner Giwerc, ChFC®, RICP®, Financial Consultant

Robert F. Woodcock, CFP®, ChFC®, CLU®

Lauren E. Woodcock

Evan Croll

Colleen Kavanaugh

Adam Hersh

CLIENT ACCESS

 

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