Parks Heritage Federal Credit Union has partnered with David F. Brown, president & owner of Adirondack Financial & Planning Services, in order to offer our members a wide range of financial products and services. David has been advising individuals and business owners in the Glens Falls area for over 20 years, and would be glad to sit down with our members for a no-cost financial consultation.
Some of the topics which David would be glad to speak to you about are…..Retirement Planning, College Savings (including 529s), IRA Strategies, Mutual Funds, Insurance, Annuities…….and much more. Adirondack Financial & Planning Services is committed to helping our members identify and pursue their financial goals.
Please contact us here at the credit union, or call David directly, to schedule a time to sit down and make sure you are on track to meet your financial goals. There is no pressure or obligation…..if you just want to learn about certain financial strategies, or you just want a basic financial review……please don’t hesitate to let us help.
David F Brown - President
Adirondack Financial & Planning Services
Securities offered through Cadaret Grant & Co Inc., member of FINRA/SIPC
Adirondack Financial & Planning Services and Cadaret Grant are Separate Entities
Not NCUA Insured No Credit Union Guarantee May Lose Value
Not a Deposit or other obligation of the Depository Institution