421 Troy Schenectady Road
Are you an experienced financial advisor looking to switch to a firm that can give you more freedom and support?
Are you new to the financial services industry and unsure if you want to start a career as a financial professional? Discover how this career path could be the right one for you.
At Thoroughbred Advisors our team consists of both Financial Representatives and Financial Advisors. The main difference between the two is additional licensing which allows the Financial Advisor to have access to more tools, including investments. When individuals who are new to our industry join our team, they first become Financial Representatives, then work towards attaining the licenses and certifications of becoming a Financial Advisor.
Thoroughbred Advisors’ Financial Representatives and Financial Advisors cultivate and strengthen relationships with individuals, including; professionals, state/municipal employees, newlyweds, families, military and first responders, business owners, retirees and many more. We offer comprehensive financial planning and/or focus on specific areas of need including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits and Business Continuity Strategies. It is important to us that our clients experience our specific, holistic method for gauging and developing the financial wellness plans for their individual circumstances. Our team delivers high quality planning to our clients by utilizing a comprehensive planning process.
With local offices in Latham, Saratoga and Queensbury, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force in the Capital Region and we believe that family, friends and the experiences we share make life worth living.
Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship building process that inspires action. We can teach you what you need to know to help create a life for yourself and your family that you likely didn’t realize was possible through this avenue.
Our Director of Selection and Development will work with you every step of the way!
Director of Selection & Development
Courtney Schingledecker is the Director of Selection & Development at Thoroughbred Advisors. In this role, she is utilizing her recruiting background to build a team of financial and insurance professionals in the Capital Region.