Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Will my family be set up for financial success if something happens to me?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Hannah C. Provost, CFP®
Financial Advisor & Partner
518-324-3050
hannah@lpfinancialadvisors.com
Hannah became interested in financial planning during her time as a branch manager of a local bank. She saw the anxiety and confusion that surrounds money and found that the pressure could be relieved with careful research, planning,...
Andrew J. Lomanto, AIF®
Financial Advisor & Partner
518-324-3050
andrew@lpfinancialadvisors.com
Andy’s curiosity about investments and financial planning was sparked as he watched his grandfather and father operate a successful family business. While studying finance and capital markets at St. John’s University, he...