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421 Troy Schenectady Road Latham, NY 12110

(518) 608-4608
info@thoroughbredadvisors.com
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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.

<p>How Will Working Affect Social Security Benefits?</p>

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
Learn More
<p>Changing Unhealthy Behaviors</p>

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.
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<p>Medicare Advantage 101</p>

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
Learn More
<p>Emerging Market Opportunities</p>

Emerging Market Opportunities

What are your options for investing in emerging markets?
Learn More

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.

Conor Boyd

Conor Boyd

Managing Partner

Caroline Dibella

Caroline Dibella

Executive Assistant

Courtney Schingledecker

Courtney Schingledecker

Director of Selection & Development

Maylot Ward

Maylot Ward

Marketing Manager

Thomas Lynch

Thomas Lynch

Managing Director

(518) 608-4608

Nicolette Cook

Nicolette Cook

Financial Representative

(518) 821-4188

Robert Butler

Robert Butler

Financial Advisor

(518) 429-8319

Luis Servellon

Luis Servellon

Financial Representative

(518) 336-5467

Mark Curley

Mark Curley

Financial Advisor

(518) 225-2147

Lara Smith

Lara Smith

Financial Representative

(518) 350-4567

Dustin Conte

Dustin Conte

Financial Representative

(518) 821-7560

Darren Conte

Darren Conte

Financial Representative

(518) 567-6118

James LaCour

James LaCour

Financial Representative

(518) 396-5413

Joshua Lochner

Joshua Lochner

Financial Advisor

(518) 956-0092

Adam Shurtleff

Adam Shurtleff

Financial Representative

(518) 649-5902

Christian Gramuglia

Christian Gramuglia

Financial Representative

(518) 956-3263

Kassandra Frasier

Kassandra Frasier

Financial Representative

(315) 219-2022

Leon Bush

Leon Bush

Financial Representative

(518) 409-3231

Suzanne Scofield

Suzanne Scofield

Financial Representative

(518) 788-7465

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

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