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True Living Financial
- Financial Services
- Saratoga Springs, NY
About this business
Specialties True Living Financial specializes in financial planning and strategies for all stages of life. Individuals and families We arrange the pieces of your investment goals, time parameters, risk tolerance, and income and capital appreciation needs to construct an appropriate, individualized portfolio. We create portfolios that contain comprehensive combinations of no-load mutual funds, exchange trade funds, and individual bonds and stocks: * Financial planning and wealth management * Inter-generational wealth and esta... read more
Location details
125 High Rock Ave Suite 205, Ste 205, Saratoga Springs, NY, 12866, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Adam is a straight shooter and very knowledgeable. I highly recommend him.
We'd been round the Mulberry bush looking for a financial planner who wouldn't just treat us as once-and-done clients. You know the type-- happy to take your investment money and collect their commissions--and you never hear from them again. We wanted someone who would actually listen to us, pay attention to our account, make recommendations, and give good advice--all for a flat fee. We found that person in Adam McNeill. It's not possible to list all the great things about working with Adam without writing a book. So let me ... read more
Frequently asked questions about True Living Financial
How is True Living Financial rated?
True Living Financial has a 3.7 star rating with 3 reviews.
When is True Living Financial open?
True Living Financial is closed now. It will open tomorrow at 8:30 a.m.
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