Our team, based in Albany, New York, is dedicated to supporting volunteer firefighters and EMTs by providing competitive benefit programs to help pursue their financial goals. We currently manage about 200 LOSAP accounts with around $2M in LOSAP assets. We work closely with outside vendors who provide expertise in actuarial and plan administration services and insurance consulting.
As financial advisors, we have insight into the financial markets to stay on top of your individual holdings. We are seasoned professionals who follow the financial markets each day, learning information to assist in managing an investment strategy to potentially meet your financial objectives.