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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.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
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 Advisor

(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

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

Gary Scofield

Gary Scofield

Financial Strategist

518-636-6570

Leon Bush

Leon Bush

Financial Advisor

(518) 409-3231

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

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