Financial Advisors in Delmar, New York (Albany County)

Kevin McLoughlin, CFP
Arista Wealth Advisors, LTD. is an independent, fee-only wealth management firm located in Albany, New York. Since being established in 1988, the firm has been committed to providing comprehensive financial planning and investment management that enables our clients to build a better and more secure financial future.
Our philosophy is to provide our clients with both personal and professional service. Whether you are concerned about achieving your retirement goals, evaluating how to best utilize an inheritance or planning for the security of someone you love, our team, which includes CERTIFIED FINANCIAL PLANNER™ practitioners and attorneys have the training, experience and expertise to help.
The mission of Arista Wealth Advisors is to create and maintain wealth for our clients through long-term effective asset management. Our client relationships are built on trust, superior professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring and revising their goals and keeping them informed of the progress and achievement of these goals.
Financial Planning: We will help you identify your life goals, analyze your objectives, assess your risk tolerance and then design, implement, and monitor solutions that will enable you to achieve those goals for you and your family. We will help you discover the financial strengths and weaknesses in all aspects of your financial life.
Investment Management: Our investment recommendations are made only after considering a wide range of investment opportunities and after carefully considering your goals, risk tolerance and time horizon. We believe that a diversified, low-cost, well-balanced portfolio, using dollar-cost-averaging and long-term buy-and-hold strategies, will successfully achieve long-term financial objectives. ... See More

Sanglee Wong, CFA, CFP

Ronald Plaine, CFP, EA

John Henry Low, MBA

Charles "Chip" Simon, CFP, MS
Financial Planning without Product Sales. For Secure Retirements and Life's Transitions.
A NAPFA-registered ACP (Alliance of Comprehensive Planners) financial advisor in the Mid-Hudson Valley with offices in Poughkeepsie and Saugerties, NY and also serving clients via remote meetings.
Please click on our names (to your right) for more information, or please visit our website: www.taconicadvisors.com
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