Marshall Associates Financial Professionals

Capobianco Financial Advisors is a reputable financial consulting firm based in Clifton Park, NY. Specializing in personalized financial planning and investment management, the firm offers tailored solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing sound financial advice, Capobianco Financial Advisors assists individuals and businesses in navigating complex financial decisions with confidence and clarity. Generated from their business information

Optimus Group LLC is an independent financial services firm located in Halfmoon, NY, specializing in helping individuals and families create customized retirement strategies. With a team of experienced professionals, they offer a range of financial services, including retirement income strategies, legacy planning, and tax strategies for retirement. Their goal is to help clients regain control of their financial future and ensure they have a plan that continues to work even after they retire. Using a variety of insurance products, Optimus Group LLC tailors their strategies to meet the unique needs and objectives of each client. They provide thorough evaluations of current financial situations and offer custom strategies to help clients reach their retirement goals. With a focus on providing steady and reliable income streams, they aim to help individuals and families achieve their ideal retirements.Generated from the website