After serving the Schenectady community for 37 years as Wright and Barnes Investments, we are happy to announce that we continue to serve the area as Kellman Barnes Financial Planning. Established in 1977 as Arthur Wright and Associates, Lynn Barnes, CFP, joined her father in 1982 to create Wright and Barnes Investments. Now, Travis Kellman, MSFP, CFP, CRPC, EA, and Lynn have joined forces to create Kellman Barnes Financial Planning. Travis, another life-time Schenectady resident, boasts 12 years of financial planning experience and combined they have 49 years experience serving the Schenectady community with an emphasis on honesty, trust, and communication.
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Pachira Wealth Management in Latham, NY, specializes in financial planning for women and couples. We serve breadwinner women, executives, entrepreneurs, and those navigating life transitions like divorce, inheritance, or career changes. Women face unique financial challenges: lower lifetime earnings, longer lifespans, and career breaks for caregiving. We address these barriers with personalized strategies that build financial confidence through every milestone. Our judgment-free environment offers investment management, certified financial planning, and retirement strategies tailored to your goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The Retirement Planning Group is recognized as one of the most respected and well-known retirement planning and advisory firms in the Capital and Adirondack Regions of New York State.We help our clients make informed decisions about their retirement assets to maintain, improve, and secure their quality of life. We offer a wide array of retirement planning services and products under an integrated "team" umbrella. These services and products are the platforms that support our commitment to help our clients develop a more certain financial future for themselves and their families. Please note our other location at: 125 Wolf Road Suite 122 Albany, NY 12205
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We specialize in assisting small to medium sized business increase their ROI on existing marketing. We work with business owners to increase their sales with little to no increase in their marketing budget.
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