Thoroughbred Advisors - Financial Advisors - Latham, New York

Address: 421 Troy-Schenectady Rd, Latham, NY 12110.
Phone: 86084608.
Website: thoroughbredadvisors.com
Specialties: Financial planner, Financial consultant, Insurance agency, Investment service, Life insurance agency.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Thoroughbred Advisors - Financial Advisors

Thoroughbred Advisors - Financial Advisors 421 Troy-Schenectady Rd, Latham, NY 12110

☎️86084608

⏰ Open Hours of Thoroughbred Advisors - Financial Advisors

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Thoroughbred Advisors: A Comprehensive Financial Guidance Solution

For individuals and families seeking comprehensive financial planning and wealth management, Thoroughbred Advisors stands as a reliable and experienced resource. Located at 421 Troy-Schenectady Rd, Latham, NY 12110, this firm provides a wide range of services designed to meet diverse financial needs. With a dedicated team of professionals, Thoroughbred Advisors focuses on building long-term relationships based on trust and transparency. Their commitment to client success is evident in their personalized approach and dedication to delivering tailored solutions.

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About Thoroughbred Advisors

Thoroughbred Advisors is a respected financial advisory firm specializing in a holistic approach to financial well-being. They operate as a multi-faceted organization, combining the expertise of a financial planner, a financial consultant, an insurance agency, and an investment service provider. This integrated model allows them to offer a complete suite of services, from initial assessments and retirement planning to estate planning and ongoing investment management. The firmâs philosophy centers on understanding each clientâs unique circumstances, goals, and risk tolerance to develop a strategic roadmap for achieving financial security.

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Services Offered

Financial Planning: Thoroughbred Advisors goes beyond simple budgeting and saving. They create detailed financial plans encompassing cash flow management, debt reduction, education funding, and long-term financial goals.

Financial Consulting: Clients benefit from expert advice on a range of financial matters, including tax planning, investment strategies, and retirement income distribution.

Insurance Agency: They offer a variety of life insurance and other insurance products to protect clients and their families from unforeseen events.

Investment Service: The firm provides access to a wide range of investment opportunities, including stocks, bonds, mutual funds, and ETFs, designed to align with individual risk profiles and investment objectives.

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Accessibility and Convenience

Thoroughbred Advisors is committed to providing accessible and convenient service to all clients. They offer both online appointments and onsite services, catering to individual preferences. Furthermore, the office is fully wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are generally required, but the team strongly recommends scheduling them in advance to ensure adequate time for a thorough consultation. Restrooms are also readily available for all visitors.

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Client Feedback and Reputation

The company has garnered overwhelmingly positive feedback from its clients. Currently, Thoroughbred Advisors boasts 12 reviews on Google My Business, with an average rating of 5/5. This exceptional rating underscores the firmâs dedication to client satisfaction and its commitment to providing high-quality, professional service. Clients consistently praise the teamâs knowledge, responsiveness, and personalized approach. Here's a summary of frequently mentioned positive aspects:

Expertise: Clients consistently highlight the advisorsâ deep understanding of financial concepts and their ability to translate complex information into easily digestible advice.

Personalized Service: The firmâs focus on individual needs and goals is a key differentiator, fostering a strong sense of trust and collaboration.

Communication: Clear, proactive communication is a hallmark of Thoroughbred Advisorsâ approach, ensuring clients are informed and engaged throughout the process.

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Contact Information

To learn more about Thoroughbred Advisors and schedule a consultation, please visit their website at thoroughbredadvisors.com. You can also reach them directly by phone at 86084608. Their address is 421 Troy-Schenectady Rd, Latham, NY 12110.

Key Features:

Online Appointments

Onsite Services

Wheelchair Accessibility

Thoroughbred Advisors is dedicated to providing a secure and comfortable environment for all clients. They believe in building lasting relationships based on trust, integrity, and a shared commitment to achieving financial goals. Their comprehensive services, combined with their accessibility and positive client feedback, make them an excellent choice for individuals and families seeking expert financial guidance. The firm's commitment to ongoing education and professional development ensures that clients receive the most up-to-date and relevant advice. Investing in your future is a significant decision, and Thoroughbred Advisors is here to provide the support and expertise you need to make informed choices.

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👍 Reviews of Thoroughbred Advisors - Financial Advisors

Thoroughbred Advisors - Financial Advisors - Latham, New York

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.