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
OSAIC INSTITUTIONS
Financial Consultant
1476 Balltown Road
Niskayuna, NY 12309
Phone: 518-370-7249 / Fax: 518-370-7248
E-mail: cynthia.powell@osaicinstitutions.com
Cyndie also covers the Saratoga, Scotia/Mohawk Ave., and GE R&D Branches

Paul Cardone
OSAIC INSTITUTIONS
Financial Consultant
1693 Route 9
Clifton Park, NY 12065
Phone: 518-869-3169
E-mail: paul.cardone@osaicinstitutions.com
Paul also covers the Glenville, Colonie, Rotterdam, Erie Blvd, and Guilderland Branches

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC.  First Scotia Wealth Management is a trade name of the 1st National Bank of Scotia. Osaic Institutions and 1st National Bank of Scotia are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.