The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Audrey Lee-Gulotty
Financial Services Professional
Brian Pellegrini, CFA
Registered Representative | Investment Adviser Representative
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
