Who We Are
Who We Are
Thoroughbred Advisors is 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.
We believe the habits you create, tools you implement, and strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance and Investments, which would be true, but beyond that, we believe we are in the business of personal development.
If your expectation of Financial Planning is to have a talking head, regurgitating endless facts, you will be sorely disappointed. We pride ourselves on our knowledge and independence of thought, but believe the experience and deep relationships we forge have a huge impact on how this information is received. Regardless of where you are in your journey, we hope you will accept a complimentary meeting to see for yourself what all the buzz is about.
Learn More About Thoroughbred Advisors
Our Process
We are a process and solution driven independent firm, not a product-driven one. We craft individualized financial strategies for each and every one of our clients.
Our Services
Discover the wide array of services we offer our clients. Including Financial Planning, Retirement Planning, Investment Management, Life Insurance and more.
Become a Client
We strive to build long-lasting relationships with our clients, offering education and financial guidance. Learn more about becoming a Thoroughbred Advisors' client.
Become an Advisor
Are you looking to make a career change? Learn more about what Thoroughbred Advisors has to offer both experienced and new Financial Professionals.