Threesixty WFM

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Malta, NY area, Megan Merriam will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Oxford Harriman & Company is a wealth management firm located in Clifton Park, NY, with an additional office in Saratoga County. Led by a team of experienced professionals, including Managing Director Chuck Reinemann and CEO Dennis P. Barba Jr., the firm offers a wide range of financial services and solutions to help clients accumulate, preserve, and transfer wealth. With a focus on personalized relationships and a collaborative approach, Oxford Harriman provides strategic wealth management strategies tailored to each client's unique financial needs and goals. As a non-discriminatory wealth management firm, Oxford Harriman does not require a minimum net worth for its private wealth management clients. Instead, the firm believes in a consultative approach, working closely with clients to understand their financial needs, goals, and risk tolerance. The firm's services encompass wealth accumulation, conservation, and transfer, as well as risk and investment management, liquidity planning, charitable giving, and access to banking services through Wells Fargo Affiliates and corporate executive services.Generated from the website