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 Advisor
1476 Balltown Road
Niskayuna, NY 12309
Phone: 518-370-7249 / Fax: 518-370-7248
E-mail: cpowell@infinexgroup.com

Paul Cardone
INFINEX Financial Advisor
1705 Central Avenue
Albany, NY 12205
Phone: 518-869-3169 / Fax: 518-370-7254
E-mail: pcardone@infinexgroup.com

Paul also covers our Clifton Park Branch located at:
1693 Route 9
Clifton Park, NY 12065
Phone: 518-8693169
E-mail: pcardone@infinexgroup.com

Gregory Phillips      
INFINEX Financial Advisor
201 Mohawk Avenue
Scotia, NY  12302
Phone 518-588-2805
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.