FinancialWise

FinancialWise FinancialWise is located in Upstate NY, serving clients throughout the Northeast and as far away as California.

We work with individuals and business owners helping them navigate through life’s financial challenges to achieve their life-long dreams.

06/02/2026

Longtime migration away from parts of Rust Belt has started to reverse. Housing affordability is pull for metro areas like Akron, Ohio.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/30/2026

The rollout of AI into financial accounts highlights a growing tension around AI financial assistants: Consumers may like the idea of more personalized money guidance, but many remain uneasy about sharing sensitive financial information with conversational AI systems.

05/29/2026

The longevity industry is booming with high-tech tests, drugs, and medical devices. What to know for your health—and personal finances.

05/28/2026

Starting July 1, millions of borrowers will need to choose from a new menu of repayment options as the Trump administration enacts major changes to the student loan system.

05/27/2026

Earning a degree still holds value, like teaching students things AI may never learn how to do.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4dKvTYq

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Address

24 Century Hill Drive
Latham, NY
12110

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15182203024

Website

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