Our wealth management advisors in TIAA's Latham, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-2046.
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Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we've been providing solutions by putting the needs of our clients first through The Gallagher Way.
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CFP, Certified Divorce Financial Analyst, Certified Fraud Examiner, Certified Financial Planner, Certified College Planning Specialist, Enrolled Agent, certified public accounting, tax preparation, irs tax problem resolution, state tax planning & back taxes.
Being informed of your finance can helps you make the right decisions with confidence. Our goal is to provide an understanding of all options and plans that available to you. Take advantage of it. How We Can Help You We are the fastest growing company in our area, and that is because we treat every customer with respect. We ensure that we are providing the service you need to take control of your family future. See The Difference With a free consultation, we can begin taking the right steps toward a secure future. With our expertise, we take the hassle out of financial planning with comprehensive services.
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Former IRS Agent - admitted to U.S. Tax Court - CPA We solve tax problems - Income tax preparation - Whether you need tax assistance managing your business finances or building a personal portfolio, Daniel C Ertel CPA P.C. is a comprehensive Schenectady, NY solution
