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THOROUGHBRED ADVISORS QUARTERLY NEWSLETTERS

We hope that our quarterly client newsletter will bring you closer to us, and closer to your own definition of Financial Security and Prosperity as we share our various financial planning strategies, highlight community leaders and experts, and bring attention to valuable community events!

MORE RESOURCES AND INSIGHTS

Learn about planning for retirement, saving for college, investing, insurance and more.Understanding and feeling good about your finances goes a long way.

Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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MEET OUR TEAM

We're represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. With offices in Latham and Queensbury New York, we continue to deliver our brand of planning to the individuals, families and businesses of our region.

James Kerr

James R. Kerr, CLU, ChFC

Associate General Agent and Financial Adviser

(914) 240-2215

Lara Smith

Lara Smith

Operations Analyst and Service Associate

NEED AN APPOINTMENT OR HAVE A REFERRAL? CONTACT US BELOW!

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