marc.planningwise.comInvestment, advice, financial, planning, fee based, fee-based, college savings, albany,NY, advisory,
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marc.planningwise.com
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Title:Investment, advice, financial, planning, fee based, fee-based, college savings, albany,NY, advisory,
Description：The AlbanyAdvisor Group of PKSA, LLC is dedicated to assisting clients in the areas of Financial Planning and Investment Management. Robert Agel, Marc Agel, Susan Hart, and Lori Murphy are all committed professionals who believe that their process of quantifiable risk management leads to proven results for their clients.
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| Website / Domain: | marc.planningwise.com |
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| Ip Country: | United States |
| City Name: | San Diego |
| Latitude: | 33.009990692139 |
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skip navigation Marc Agel, Susan Hart, Lori Murphy, Kari Salerno, Chris Kirk, Robert Agel Contact Us 18 Corporate Woods Albany , NY 12211 Phone: 518-689-3577 Fax: 518-436-3868 E-mail address: ragel@pksinvest.com E-mail address: magel@pksinvest.com E-mail address: lmurphy@pksinvest.com E-mail address: shart@pksinvest.com E-mail address: ckirk@pksinvest.com E-mail address: ksalerno@pksinvest.com Home About Us Our Associates Our Location About PKS Advisory LLC Online Account Access Links Mission Statement Biography Seminar/Events Tell A Friend Resources Articles Calculators Newsletters Glossary Market Watch Detailed Quotes Symbol Lookup Multi Quote Markets at a Glance Charting Portfolios Request A Quote Long-Term Care Insurance 401(k) Information Request Information Request Marc Agel, Susan Hart, Lori Murphy, Kari Salerno, Chris Kirk, Robert Agel share | Marc Agel, Susan Hart, Lori Murphy, Kari Salerno, Chris Kirk, Robert Agel Welcome to the AlbanyAdvisor Group As trusted advisors, we work with individuals and businesses to most efficiently manage the wealth they have accumulated. We firmly believe that a solid financial plan is the cornerstone to understanding how those assets should be invested and distributed. By offering comprehensive financial planning as well as target-risk investment management, our team provides the services that are crucial to their continued success. If your financial future isn't as clear as it could be, perhaps it is time we helped you clarify the picture. Contact our office at 518-689-3577 and we will be happy to discuss your financial needs. Calculators IRA Eligibility Use this calculator to determine whether you qualify for the different types of IRAs. Home Affordability Estimate of the maximum amount of financing you can expect to get when you begin house hunting. Long-Term Care Self Insurance Will you be able to afford nursing home care? Personal Inflation Rate Is your personal inflation rate higher or lower than the CPI? More Calculators » Contact Us 18 Corporate Woods Albany , NY 12211 Phone: 518-689-3577 Fax: 518-436-3868 E-mail address: ragel@pksinvest.com E-mail address: magel@pksinvest.com E-mail address: lmurphy@pksinvest.com E-mail address: shart@pksinvest.com E-mail address: ckirk@pksinvest.com E-mail address: ksalerno@pksinvest.com Market Watch Last Closing Prices Latest Available Stock Quotes Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable) Dow Jones Industrials 29,050.68 -0.46% Enter stock ticker symbol: Get Quote [ Markets | Charts | Quotes | Portfolio ] Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Market data provided by ICE Data Services . ICE Limitations . Powered and implemented by FactSet . Legal Statement . AlbanyAdvisor Group is a division of PKS Advisory Services LLC, an SEC Registered Investment Advisory Firm. Investments and insurance products are made available through Purshe Kaplan Sterling Investments and are: NOT FDIC INSURED·NOT BANK GUARANTEED·MAY LOSE VALUE·NOT A DEPOSIT·NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC , Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 Site Map Check the background of this investment professional Check the background of this financial professional on FINRA's BrokerCheck Check the background of this financial professional on FINRA's BrokerCheck...
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