Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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Audrey Lee-Gulotty
Financial Services Professional
Brian Pellegrini, CFA
Registered Representative | Investment Adviser Representative
Brie Dollar
Agency Operations and Marketing Assistant - Latham Office
Carla Johnson
Agency Operations Assistant - Latham Office
Deirdre Gibbons
Marketing Strategist & Campaign Manager
Kara Koenig
Managing Associate & Registered Representative, Equity Services, Inc.
(518) 522-4999 (voice only)
Kyle Ohlidal
Financial Services Professional, Broker Manager
Marley Buffis
Agency Operations Specialist - Latham Office
Max Weber
Agency Operations Specialist - White Plains Office
Mineva Chand-Singh
Financial Services Professional
