Adirondack Retirement Strategies

Adirondack Retirement Strategies (CRD# 312508) is a financial advisory firm headquartered in , . They manage $9,368,054 in 170 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://adkretirement.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $55,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, SC

Financial Advisors at Adirondack Retirement Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Connie Walsh-Toler, financial advisor Moreau NY
Connie M. Walsh-Toler
CRD#: 7330186
Moreau, NY

Connie Walsh-Toler (CRD# 7330186) is an Investment Advisor Representative working at Adirondack Retirement Strategies in Moreau, NY and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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