Our Client Centred Approach

To ensure the right financial blueprint for each client, we first develop a holistic view of their circumstances. This helps us to assess their financial health. From there, we help our clients set goals for retirement, tax, investment and estate purposes.

By paying close attention to client risk tolerances, we develop and implement individual financial plans that maximize client assets and cash flow. This allows us to help clients attain realistic lifestyle and retirement objectives. As a further commitment to our clients, we arrange meetings throughout the year to ensure their short and long term plans stay on track. This approach gives our clients peace of mind to pursue the things they enjoy.

Education and open communication is an essential ingredient to the trusted relationship between the investor and advisor, so we provide monthly newsletters and hold frequent seminars for our clients on a variety of relevant topics.

At Queensbury Securities, the client's interests always come first!

"In my experience, Larry is one of the most affable, client centered, well researched and talented brokers around.

Larry's tenacity and dedication to service is inspiring, and could easily serve as a true benchmark for what Advisors should strive to be. I have total confidence in Larry and know my money is in the absolute best, and caring hands."

                 --Jennifer, Fenwick