Lee Investment Management is an independent, fee-only, financial planning and wealth management firm. We provide our clients with fiduciary advice so they can pursue their best lives.
We’re the Adirondack Trust Company, and we go above and beyond to create solutions for people, businesses and our community.
BPAS is a national provider of retirement plan administration and related services. We serve more than 4,000 retirement plans and 400,000 participants through partnerships with financial advisors and hold more than $19 billion of assets under custody. With our breadth of services, we are well positioned to help our clients solve their benefit plan challenges without juggling lots of providers to get there.
Williams Financial, LLC is an independent, fee-only, registered investment advisory firm with offices in Saratoga Springs, NY, Bennington, VT, and Leominster, MA.
Saratoga Financial Services is a wealth management firm that works with individuals who are planning for retirement, as well as businesses and the retirement plans they establish for their employees.