A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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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
Eric Tobey
Talent Acquisition Associate - Manhattan Office
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
Rochelle Busey Caplan
Director of New Business & Underwriting
