Iron Tree Financial is a financial planning firm located in Latham, NY. We specialize in helping our clients achieve their financial goals, whether it be retirement planning, estate planning, or simply saving for a down payment on a house. We offer a wide range of services, including work-optional income planning, estate planning, social security and medicare education, and services for amateur and professional athletes. Our team of experienced financial advisors are committed to providing our clients with the best possible service and guidance, and we will work with you to develop a personalized financial plan that meets your individual needs.
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Hours
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Category
Banks
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