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Building Wealth, Preserving Dreams - With You Every Step of the Way.

Building Wealth, Preserving Dreams - With You Every Step of the Way.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

Working within your local credit union, we'll work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent approach, we want you to always know where you stand.

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How We Can Help

In addition to working together, we'll help you have your finances fit your lifestyle.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible professional to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

We can create a portfolio designed to fit your lifestyle.

Taxes

We have resources to help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Ready to get started?

Ready to get started?

What Sets First New York Retirement & Investment Services Apart

We love to help navigate the intersection of life and financial preparation. With our team at your side, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

Call Us

(518) 393-1326

Address

2 Wall Street

Albany, New York 12205