Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors. With offices in Latham and Queensbury New York, we work to serve individuals, families, and businesses in the Capital Region and Beyond
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.
Thoroughbred Advisors offer comprehensive financial strategies and/or focus on one specific area of need including:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services
Whether you are Entering the Starting Gate, Hitting Your Stride, or Coming Down the Home Stretch; Thoroughbred Advisors will be there every step of the way to help win your race.
Securities, financial planning and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC. TC90255(0516)P
Click below to view our website where you can learn more about our business, and find information about our broker/dealer and licensing.