Our Greater Capital presence includes offices in Latham and Saratoga Springs, New York, making us one of the largest financial services firms in the region.
Focusing primarily on holistic fee-based financial planning, our advisors bring years of collective experience to their practices.
In addition to the benefits you’ll receive as a contracted advisor with MassMutual and Charter Oak, here’s what you can expect when you work in our Greater Capital District offices:
We’re situated in the center of it all: the vibrant Saratoga Springs community, a network of hospitals and universities, and in the seat of our state government. With the Adirondacks and Hudson Valley in our backyard, we have access to the best the region has to offer.
To help get you off to a fast start, you’ll work closely with managing director Michael LaPage, as well as a dedicated onboarding coordinator who will help you acclimate to the agency and the career.