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Rachel Lauber, CFP®

Rachel Lauber, CFP®

(518) 383 3581

Our mission is to fully understand and analyze the specifics of your financial situation and then provide you with the information, advice, and alternatives you need to make informed decisions about your financial future. Each of our financial plans is designed to help meet your unique needs, circumstances, and objectives.

We work as a team to provide comprehensive financial, retirement, tax, investment, business owner, and estate planning strategies using prudent strategies and state-of-the-art technology. We can help implement solutions to address your individual needs as well as help you stay on course.

If this makes sense to you, give us the opportunity to have a confidential discussion about your goals.