Broker Check

Our Services

Thoroughbred Advisors Provides Services For Individuals Who Value Financial Security and Growth

Thoroughbred Advisors offer an extensive range of services to provide you with a comprehensive plan that meets your individual needs. We believe seeking advice and implementing it are completely different. When you learn about the options that are available to you, you are in the best position to make informed decisions about your financial future.

Our Specialists provide the information and education that you need and are also with you every step of the way to assist with implementing your selected strategies to achieve your goals.

Services We Provide 

Financial Planning Services

We create financial planning strategies that help our clients meet their financial needs today and reach their dreams and goals tomorrow.

Financial Planning

Investment Management Services

Years of experience have prepared us to help you with your investment strategies. We look at your individual situation to see if you are getting the most value or if you are able to add to it.


Retirement Planning Services

We want to make sure you can enjoy your retirement when the time comes without worrying about your finances. Discover how we help our clients create comprehensive retirement plans now so they don't have to worry later.


Life Insurance Services

Do you have enough coverage to look after your family if the unfortunate happened? Make sure your loved ones are looked after when you’re no longer able to protect them.

Life Insurance

Learn More About Thoroughbred Advisors

Become a Client

We strive to build long-lasting relationships with our clients, offering education and financial guidance. Learn more about becoming a Thoroughbred Advisors' client.

Become a Client

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

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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