Schedule a Financial Meeting Glens Falls - Saratoga - Albany

Free Consultation

For financial planning services in Glens Falls, Saratoga, Albany and throughout the Adirondacks, I encourage you to schedule a free consultation. The fastest and easiest way to schedule a meeting with me is to complete the form below. Please include your phone number, your location, and the best days and times to meet. Also include what you are looking to accomplish, or any specific needs for the meeting. And, of course, you can always call the Rosemont home office and ask for me, as well. (518) 621-7173.

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Photo: Saratoga Racetrack from the backstretch

My Locations

I  have offices in Albany and Old Forge NY, and I’m available to meet with you at your business, in your home or virtually, if you prefer.

Rosemont Financial Group – Home Office
18 Corporate Woods Blvd, 2nd Floor
Albany, NY 12211
Fax: (518) 621-7171
Phone: (518) 621-7173
[email protected]


Rosemont Financial Group – Old Forge Office
Greensleeves Building
2955 State Route 28
Old Forge, NY 13420