With offices in Albany and Old Forge, and a satellite office in Saratoga Springs, I’m able to provide financial planning services for individuals and small businesses throughout the Adirondacks and the Albany NY Capital Region, including Glens Falls, Queensbury, Lake George, Raquette Lake, Ballston Spa, Malta, Clifton Park, Latham and the surrounding cities and towns.
Financial Planning Services from Albany to the Adirondacks
- Old Forge
- Inlet
- Raquette Lake
- Warrensburg
- Lake George
- Queensbury
- Glens Falls
- Wilton
- Saratoga Springs
- Ballston Spa
- Malta
- Ballston Lake
- Clifton Park
- Latham
- Albany
For the initial consultation, we typically meet at my office in Albany or Old Forge, or at your home or business – whatever works best for you. I also offer virtual meetings for clients who are not based in the northeast, or who simply prefer to meet remotely. In fact, most of my clients choose the virtual option for follow-up meetings and periodic check-ins.
Schedule a Free Consultation for Financial Planning Services Near You
To schedule a free consultation for financial planning services in Lake George, Queensbury, Glens Falls, Saratoga and throughout the Adirondacks and Albany NY Capital Region, send me a message or call the Rosemont Financial home office at (518) 621-7173, and ask for Cody Wojdyla.