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®
CERTIFIED FINANCIAL PLANNER™ Professional

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 Advisor

CFP®, ChFC®, CLU®
Financial Advisor

Financial Advisor

ralph willner giwerc

RALPH WILLNER GIWERC

 

ChFC®, RICP®

Financial Advisor

robert woodcock

ROBERT F. WOODCOCK

 

CFP®, ChFC®, CLU®
Financial Advisor

lauren woodcock

LAUREN E. WOODCOCK

 

Financial Advisor

EVAN CROLL

NATALIE GECEWICZ

colleen kavanaugh

COLLEEN KAVANAUGH

Financial Consultant

ChFC®
Financial Advisor

ChFC®
Financial Advisor

EVAN CROLL

Financial Consultant

NATALIE GECEWICZ

ChFC®
Financial Advisor

colleen kavanaugh

COLLEEN KAVANAUGH

ChFC®
Financial Consultant

ADAM HERSH

HEATHER BURRIDGE

EILEEN VIERLING

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Client Management

Client Management

ADAM HERSH

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

HEATHER BURRIDGE

 

Client Management

EILEEN VIERLING

 

Client Management

carol reardon

CAROL REARDON

JESSICA KLUCKA

JESSICA PETTERSON

Client Management, MBA

Client Management

Client Management

carol reardon

CAROL REARDON

 

Client Management, MBA

JESSICA KLUCKA

 

Client Management

JESSICA PETTERSON

 

Client Management

DANIELLE CANTERBURY

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®

Robert F. Woodcock, CFP®, ChFC®, CLU®

Lauren E. Woodcock

Evan Croll

Natalie Gecewicz, ChFC®

Colleen Kavanaugh, ChFC®

Adam Hersh, CFP®

CLIENT ACCESS

 

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