Northeast Wealth Management, LLC, has been serving clients in Schenectady for over three decades. It provides college financial aid, retirement planning, tax preparation, and insurance coverage selection services. It also considers asset allocation, risk tolerance, and time horizon factors when creating investment portfolios, including variable and fixed annuities, strategic asset management, separately managed accounts, and mutual funds. The independent firm conducts financial seminars for municipal agencies, schools, and private businesses. President and CFP Peter Laurenzo leads the National Financial Aid Practitioners Alliance.
4 Executive Park Drive, Suite 18
Albany, NY 12203