Services


While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Investment management
  • Tax-Advantaged Investments
  • College Savings
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products           

Whether you are striving to save for retirement, finance your child's education, or enhance your net worth, our financial advisors at First Scotia Wealth Management offer the expertise and professional guidance you expect. Through our relationship with Infinex Investments Inc. Member FINRA/SIPC, you will have access to a wide range of investment products and advice to help achieve your financial goals.

Contact us today to start planning your financial future. First Scotia Wealth Management representatives are currently located in our Niskayuna, Clifton Park, Colonie and Scotia Offices.

 

Cynthia Powell
INFINEX Financial Consultant
1476 Balltown Road
Niskayuna, NY 12309
Phone: 518-370-7249 / Fax: 518-370-7248
E-mail: cpowell@infinexgroup.com
Cyndie also covers the Saratoga, Scotia/Mohawk Ave., Erie Blvd, and GE R&D Branches

Paul Cardone
INFINEX Financial Consultant
1693 Route 9
Clifton Park, NY 12065

Phone: 518-869-3169
E-mail: pcardone@infinexgroup.com
Paul also covers the Glenville Branch

Matthew Treglia
INFINEX Financial Consultant
1705 Central Avenue
Albany, NY 12205
Phone: 518-693-4238 / Fax: 518-370-7254
E-mail: mtreglia@infinexgroup.com 
Matt also covers the Guilderland and Rotterdam Branches

Gregory Phillips      
INFINEX Financial Consultant
201 Mohawk Avenue
Scotia, NY  12302
Phone 518-588-2805
E-mail: gphillips@infinexgroup.com

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. member FINRA/SIPC. First Scotia Wealth Management is a trade name of First National Bank of Scotia. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed orinsured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.