When it comes to your financial dreams, taking action is vital to your success. But that's not always easy. You know where you are - and where you want to go. Our aim is to help you get there. As experience financial advisors, we are committed to making your journey toward financial success as easy as possible.
If you're like most investors, you want someone to walk you through the investment choices available to you. That's where we can help. We can provide the in-depth knowledge necessary to assist you in identifying what investments are right for you. Whatever your goals or stage in life, we can help you make the right investment choices. We also provide a single point of contact to bring together our financial advisors with your own tax advisor and attorney.
With Cetera Investment Services as our broker-dealer, we work as a team to provide you with comprehensive and convenient service - all located in your local branch. It's a unique synergy that supports you with the financial strength of a prominent national investment and insurance firm teamed with the comfort and security of a familiar face at a location you already know and trust.
Our financial services team can provide you with:
To schedule a free, no-obligation appointment, please call Lori Coombs at (866) 440-0391, ext. 6810, Monday through Friday, 8:30 am - 5:00 pm.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May Lose Value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Investment, Tax, Payroll and Insurance products and services offered through Ulster Insurance Services, Inc. and Ulster Financial Group, Inc., subsidiaries of Ulster Savings Bank, are NOT FDIC INSURED.