Thoroughbred Advisors - Financial Advisors - Latham, New York

Thoroughbred Advisors - Financial Advisors

Thoroughbred Advisors es una empresa de asesoramiento financiero con sede en Latham, Nueva York, que ofrece una variedad de servicios para ayudar a las personas y las empresas a alcanzar sus objetivos financieros.

Con una dirección de 421 Troy-Schenectady Rd, Latham, NY 12110, esta empresa está ubicada en el corazón de la región de Capital Distrito de Nueva York.

Para contactar a Thoroughbred Advisors, puede llamar al teléfono 860-846-08 o visitar su sitio web en thoroughbredadvisors.com.

Especialidades

• Financial planner: Asesoramiento personalizado sobre planes financieros y planes de ahorro.
• Financial consultant: Asesoramiento sobre inversiones y planes de pensiones.
• Insurance agency: Venta y gestión de seguros de vida, accidentes y propiedad.
• Investment service: Gestión de inversiones y planes de inversión.
• Life insurance agency: Venta y gestión de seguros de vida.

Otras características

• Apuntamientos en línea
• Servicios en sitio
• Acceso a sillas de ruedas
• Parking para sillas de ruedas
• Baño accesible
• Requieren una cita
• Se recomienda hacer una cita

Opiniones

Esta empresa tiene 12 reseñas en Google My Business.

La media de opinión es 5/5.

👍 Reviews of Thoroughbred Advisors - Financial Advisors

Jennifer M.

5/5

I’ve been working with Kara as my financial advisor for some time now, and I couldn’t be more grateful for her expertise and support. Kara is incredibly knowledgeable, always providing clear, actionable advice tailored to my unique financial situation. Whether it’s retirement planning, investments, or simply answering questions, she has consistently been a trusted resource. What really stands out is her commitment to helping me achieve my long-term financial goals, particularly when it comes to retirement planning. I feel confident and secure in the direction we're headed thanks to her guidance. Highly recommend Kara to anyone looking for a reliable and insightful financial advisor!

Cindy M.

5/5

I think I was one of Conor's first clients many, many years ago and he has been attentive to my plans and goals this entire time. He has always contacted me 3 or 4 times a year just to go over my accounts and we'd have a face to face at least once a year (where he would even travel to my office so I didn't have to take time out of my schedule to travel to his!). He
always took the time to answer my questions in a way I understood and has advised me on other personal financial issues as well. Conor has set me up with a great life insurance plan, plus invested my IRA's and other monies into funds that have continued to generate a profit, and now that I am nearing that actual "retirement age'', I'm financially prepared to enjoy these years in the manner I am accustomed to!!!!
Whether you're young or old, I would highly recommend Conor for all of your investment questions and needs!

Kristen O.

5/5

Working with Kara Koenig has been an absolute pleasure. From our very first meeting, her professionalism, expertise, and warm demeanor put me at ease. Kara took the time to understand my financial goals and tailored a comprehensive plan to help me achieve them. Her in-depth knowledge of investment strategies and tax planning is impressive. I have complete confidence in her guidance and highly recommend her services to anyone seeking a trusted and knowledgeable financial planner.

Shea K.

5/5

My husband and I had the pleasure of working with Kara. She articulated everything in a way that resonated perfectly with us, despite our limited prior knowledge. Upon concluding our work with Kara, we were genuinely disappointed because we thoroughly enjoyed our meetings with her. We wholeheartedly recommend Kara to everyone!

Jessica P.

5/5

I've had such an incredible experience with Conor and his team at Thoroughbred Advisors! I am a 27 year old self-employed person. Financial planning has always been something that has confused and overwhelmed me. Conor is the only person who has ever explained everything in detail to me, in a way that I completely understand. He has all the patience in the world, and is very detail-oriented. He truly has his client's best interests at heart, and he goes above and beyond for them. He has helped me with all of my financial planning including retirement planning, and life insurance. I now feel CONFIDENT and EXCITED about my financial planning, rather than overwhelmed and confused. I truly can't express the gratitude I have for Conor and his team. I feel so fortunate to have this team of independent financial advisors helping me. If you are looking for a financial advisor, absolutely look NO FURTHER! You will find no better than Thoroughbred Advisors! Thank you Conor!

Gregory L.

5/5

Conor Boyd, an independent financial advisor, has been an enormous help to us with our financial and retirement planning as well as with our life insurance needs.
Conor has consistently been available to meet with us, to answer all of our many questions with comprehensive but easily understandable answers.
He is a great teacher who can translate information about financial planning in a way that makes sense to those of us who lack expertise in this area.
Conor is an enthusiastic, energetic and kind person.
He truly conveys a sense of care as he personalizes an approach to meeting future financial goals.
He frequently meets with us to review our status and answer any questions. We consider ourselves most fortunate to be his client and highly recommend him.

Lawrence M. J.

5/5

One of the best financial decisions that I have made was moving all my investment accounts and business from a national financial counseling firm to the independent financial counseling firm of Thoroughbred Advisors headed up by Conor Boyd and team. Thoroughbred Advisors take their time in listening and asking questions to understand your financial needs and goals for you and your family. You never feel rushed or afraid to ask questions when you do not understand something discussed. There is no pressure to purchase any types of services or push towards a cookie cutter financial service offered by many of the national firms. Thoroughbred Advisors tailors a plan to meet your unique needs and goals. I introduced my 27 year old son to Thorough Bred Advisors for his financial roadmap and goals, matter of fact I introduced my entire family to the services provided by Conor Boyd and his team. The biggest compliment I can give to Conor Boyd of Thoroughbred Advisors is that I found him to be a man of wisdom, honesty, integrity and I trust him overseeing my finances for myself and my family.

Frank O.

5/5

Thoroughbred Advisors and Conor Boyd have been a pleasure to work with for the last 10 years. They made it easy to set up and understand my financial / retirement planning and life insurance. Conor Boyd is one of the best independent financial advisors. If you are looking for personal and professional services, look no further.