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.

06/24/2026

As college students turn to side hustles amid financial pressures, experts raise six red flags hidden in the misleading "get rich quick" schemes in today's side gig boom.

06/23/2026

The crisis was averted — not by military action or political maneuvering – but by the natural functioning of the market bringing supply and demand into balance.

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

06/22/2026

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

06/22/2026

The technology is leading to a fundamental shift in the way investors allocate funds and diversify risks across every asset class.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

06/20/2026

Take the time to reduce your anxiety about spending money in retirement, and you’ll feel better about spending money on things that make you happy.

06/19/2026

For couples looking to maximize their retirement savings, coordinating their 401(k) contributions could save them hundreds of dollars annually.

06/18/2026

As America celebrates its 250th birthday, here's a look at a few American companies that were founded before the Declaration of Independence was signed in 1776.

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/18/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

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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