Broker Check

ESAM Services

  • Retirement Planning
  • Income Planning
  • Risk Management and Asset Protection
  • Tax Reduction
  • Investment Consulting
  • Estate Planning and Trusts
  • Insurance - Life, Disability
  • Eldercare and Long Term Care Planning
  • Social Security Planning
  • College Planning
  • Special Needs Planning
  • Strategic Money Management
  • Investment Withdrawal Strategies
  • Business Succession Planning
  • Charitable Giving
  • Family Legacy
  • Socially Responsible Investing
  • S.O.S (Second Opinion Service)
  • Income Tax Preparation
  • Bookkeeping

*Investment products and services are offered through Cetera Financial Specialists LLC. Cetera Financial Specialists nor its representatives offer legal or tax advice. All tax services are offered solely through ESAM.

  • 251 State Street, Suite 203
  • Schenectady, NY 12305