Adirondack Financial Services
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
185 Genesee St Ste 210, Utica, New York,...Phone Number
(315) 724-4186Website
www.adkfinancialservices.comRevenue
<$5 MillionIndustry
About Adirondack Financial Services
Adirondack Financial Services is a full-service wealth management and employee benefits firm that offers comprehensive financial planning for individuals and customized solutions for organizations. Their services include investment advisory, estate planning, Medicare planning, and wealth management for individuals and families, as well as employee benefits and qualified retirement plans for corporate clients. The firm prioritizes building strong relationships with clients to tailor financial solutions that meet their unique needs. With a commitment to concierge-quality service, Adirondack Financial Services aims to be a trusted partner in navigating financial journeys.Explore more
Adirondack Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2001
CW
Clayton WinklerCertified Financial Certified Plan Fiduciary Planner & Advisor & Owner
Adirondack Financial Services Tech Stack
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Adirondack Financial Services is a full-service wealth management and employee benefits firm that offers comprehensive financial planning for individuals and customized solutions for organizations. Their services include investment advisory, estate planning, Medicare planning, and wealth management for individuals and families, as well as employee... Read More
