Estate Planning in Clifton Park, NY

One of most important aspects of planning, it is one often overlooked. Our in house attorney is available to help ensure your desires are met. 

We can help address your concerns and questions.
~ What is a will?
~ Is a trust right for me?
~ Who will get my belongings in the event of my death?
~ Tax efficiently moving assets to the next generation.
~Help your family when they need it most

Complimentary Consultation

Ready to start planning for your future? Book an appointment today for a initial consultation with one of our financial representatives.

Book now

4 Executive Park Dr Suite 101
Clifton Park, NY , 12065, US

Check the background of this firm on FINRA’s BrokerCheck. Securities-related transactions are managed by Halliday Financial’s subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

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