Connect with Top-Rated Financial Planners in Troy!

Swinehart & Associates Financial Planning And Investments is a financial planning firm that helps clients achieve their financial goals by providing personalized services and investment strategies. With a focus on financial planning, longevity planning, and more, we work closely with our clients to understand their needs and develop a tailored approach to address their financial concerns. Our experienced financial planner, Susan Swinehart, is dedicated to helping clients plan for their future and achieve financial stability.

Pathways Wealth Management, Inc. is an independent financial planning firm dedicated to providing personalized wealth management solutions to individuals and families. Our team of experienced professionals offers a wide range of services, including financial planning, retirement planning, investment planning, education planning, and life insurance planning. We take a holistic approach to financial planning, considering our clients' unique goals, risk tolerance, and objectives. Our independence allows us to focus on a level of personal service that has become a rarity in our industry, providing unbiased and honest advice to help our clients achieve financial confidence and security.

Fessler & Langdon, a reputable financial planning and wealth management firm, provides personalized solutions tailored to your dreams and objectives. With over 30 years of experience, our team of experts helps identify your goals and provides the financial tools to help make them a reality. We strive to take the guesswork out of your financial life, making it easy for you to work toward financial freedom. With a focus on retirement planning, business planning, and financial security, we help you achieve your vision for the future. Our commitment to your success is evident in everything we do, from our guidance on investment strategies to our expertise in tax planning and estate management. By understanding your unique financial situation, goals, and aspirations, we develop customized plans that help you build a secure financial future.