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We Help Our Clients Understand Their Occupational Financial Options and Plan for Every Milestone.

Financial Planning Solutions By Occupation

Discover how we help individuals in different types of occupations.

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Financial Planning Solutions by Life Events

Learn how we help our clients at every stage of their life and milestone.

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Though our clients come from many different backgrounds and industries, they always have a couple values in common. Of these values, nothing is more important than Family. Whether you are a young Doctor planning for the Financial Security of your growing Family; or a Business Owner planning for the efficient transition of ownership to the next generation; Family is at the forefront of your decision making.

A second common value among our clients is a desire to protect their families and grow their assets. Whether in the prime of their career or happily retired, our clients know that their plans can often be improved and need consistent attention.

This is where we come in. Our planning coordinates all aspects of our client’s financial world and helps ensure that their products, plans and professionals are working toward their common interest. It is our job to implement this process and deliver the appropriate context so that they can be free to live the life they have imagined.

Learn More About Thoroughbred Advisors

Our Process

We are a process and solution driven independent firm, not a product-driven one. We craft individualized financial strategies for each and every one of our clients. 

Our Process

Our Services

Discover the wide array of services we offer our clients. Including Financial Planning, Retirement Planning, Investment Management, Life Insurance and more. 

Our Services

Who We Are

Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. Discover what makes us a unique independent advisory firm.

Who We Are

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources for you to utilize.

Our Resources

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