Continuum Wealth Advisors - Saratoga Springs, New York

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Continuum Wealth Advisors

Continuum Wealth Advisors is a highly respected financial planning firm located at 18 Division St #207b, Saratoga Springs, NY 12866. Established with a commitment to delivering exceptional financial advice, the firm has built a strong reputation for its personalized approach and comprehensive services.

At Continuum Wealth Advisors, the focus is on developing long-term relationships with clients, offering tailored solutions to meet individual needs. Led by Tim Smith, a true professional known for his deep understanding of clients' goals and his ability to anticipate appropriate strategies, the firm boasts a team of knowledgeable and personable advisors.

The firm's commitment to accessibility is evident in its wheelchair-friendly entrance, parking lot, and restrooms. To ensure the best possible experience, appointments are recommended, reflecting the firm's dedication to personalized attention.

With a strong reputation backed by a 5/5 average rating from 12 reviews on Google My Business, Continuum Wealth Advisors stands out in the financial planning industry. Clients appreciate the firm's professionalism, personalized service, and the genuine care shown by the entire team.

Specializing in financial planning, Continuum Wealth Advisors offers a comprehensive range of services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, the firm's experienced advisors work closely with clients to develop customized strategies.

For those seeking a financial planning partner that combines expertise, personal attention, and a commitment to accessibility, Continuum Wealth Advisors is an excellent choice. The firm's track record of success and client satisfaction makes it a standout in the industry.

Contact Continuum Wealth Advisors:

• Address: 18 Division St #207b, Saratoga Springs, NY 12866
• Phone: 85834050
• Website: contwealth.com

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👍 Reviews of Continuum Wealth Advisors

Holly R.

5/5

We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.

Jay T.

5/5

My wife and I have been working with Tim Smith and Continuum for approximately 20 years. We have been extremely pleased with the service and guidance that we have received from everyone at Continuum. Tim and staff are excellent at structuring portfolios to your short-term and long-term needs based on individual preferences, risk thresholds, and suggestions on their part. Above all, we have found Tim and the entire staff to exhibit the highest levels of honesty and integrity, which is of the utmost importance to us. We would highly recommend Tim Smith and Continuum, as financial advisors.

Dorothy B.

5/5

I began working with Tim Smith about 8 years ago never having met him prior our first meeting. I was met with a warm welcome, financial acceptance and professional courtesy I had never experienced. Our professional relationship progressed easily and I am very pleased with how my assets are managed, how routine business matters are handled and how one on one meetings are the norm. Continuum is a remarkable firm.

Kump F.

5/5

As I retired about 18 months ago my wife and I turned to Continuum to help manage our retirement income and savings based on recommendations from a friend. They have been a fantastic resource and provide timely guidance, support and service and easy access to funds. The whole staff is welcoming and professional and cater to individual needs while always keeping an eye on growing and protecting assets. It is a relief to not worry about our finances because we know they are in good hands with Tim and the rest of the team.

Chris R. (. C.

5/5

Simply put C
ontinuum is a very professional and comprehensive service group for my financial needs and well-being.

Thomas F.

5/5

Twenty-four years ago, we joined Continuum Wealth Advisors, expecting they would organize and update our portfolio as needed in the changing world of finances. We continue to be very pleased with the service and advice we received over the years. Thank you to all the members of Continuum Wealth who have simplified our lives. The Fitzgeralds

Bob F.

5/5

I have some competing goals. One goal is to use my resources to secure my future (i.e., make money). This goal competes with my unwillingness to learn the vagaries of the stock market and other investment opportunities. Happily, I have worked with Tim Smith and Continuum since their beginning days and through them I have managed to achieve both goals. I highly recommend them.

James F.

5/5

I have had many financial advisors over the years. Tim Smith and his team are the most outstanding in that they listen to what I want, make recommendations when asked for them and are always very responsive to my requests.