Virtual Meetings

Virtual Meetings
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For our clients and prospective clients who prefer to meet via conference call or video call, we can host meetings virtually via Webex, a secure online conferencing service.

For existing clients, we can conduct full portfolio reviews and financial planning meetings.

For prospective clients, we can conduct full discovery meetings where we get to know each other and see if we can help you achieve your financial goals.

It's a very simple process: once a meeting date/time is established, we will email you a Webex link that you click on and you'll be taken directly into the virtual meeting. Webex is a safe and secure way to have virtual meetings.

How can we help?

Give us a call – 518.426.6265

Send us an email –

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.