Are you prepared for retirement? Is your business opening a new location? Do you worry about being able to send your child to college? When you work with trusted wealth advisors like CMJ, we offer personalized financial advice to ensure you’re prepared for the future. Stop worrying and start planning today!
CMJ has helped business owners in Queensbury, Glens Falls, and Saratoga Springs plan for their financial future since 1988. Our financial advisors work one-on-one with clients to create a strategy for setting and maintaining realistic goals regarding assets, liabilities, investments, insurance, retirement, & more!
With our Financial Planning services, we’ll review your current financial situation and advise you on setting and working towards your personal and financial goals which may include:
- Purchasing a primary residence or a vacation home
- Saving for college educations
- Saving for retirement
- Providing for children or heirs
We’ll review your current financial situation and advise you on setting and working towards personal and financial goals.
Our team of advisors will coach you through your transition to retirement to help achieve financial independence.