Thoroughbred Advisors
About
Thoroughbred Advisors is an independent financial planning firm at 1048 Route 9, Suite 2, in Queensbury, with additional offices in the Capital Region, New York City, White Plains, Staten Island and Detroit. The firm was founded to move beyond what it calls the impersonal big-box model of financial services.
Services include retirement planning, investment strategies and insurance built around a comprehensive planning process, and the firm promotes a program to save a year off college costs. Thoroughbred recruits advisors to join its team as well as clients.
What to know
- A college-planning program aims to cut a year of tuition through credit strategies.
- Offices reach from Queensbury to Detroit.
- The firm’s name nods to the region’s racing heritage.
- New advisors are recruited through the site.
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