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Adirondack Financial Services Corp.

Headquartered in UTICA, NY

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Firm Information

Adirondack Financial Services Corp., based in Utica, NY, provides comprehensive financial advisory services to individuals, families, businesses, and institutions. The firm specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $376 million in assets for clients and offer a wide range of services to help clients achieve their financial goals.

Adirondack Financial Services Corp.

185 GENESEE STREET

UTICA, NY 13501

$376.74M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ADIRONDACK FINANCIAL SERVICES CORP. has a total of 1 branch locations across the country.
location

UTICA, NY

Advisors at Adirondack Financial Services Corp.

View All 3 Advisors
Unclaimed
John J Clark

CFA®, RA

UTICA, NY

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Frances J Parent

CFP®, RA

UTICA, NY

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Unclaimed
William Fox Locke

CFA®, RA

UTICA, NY

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Disclosures

There are no public disclosures for Adirondack Financial Services Corp..

Frequently Asked Questions (10)

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