Member Profile
Neil Edmonds
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Saratoga Power Houses |
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Ascent Wealth Partners 16 LAKE AVE Saratoga Springs, NY 12866 5183064220 Website |
| Business and Company Details:
We are an independent financial services firm with offices in New Hartford, Saratoga Springs and Elmira, NY, serving successful individuals, their families, and their businesses. Plan today. Realize tomorrow. When you plan with us, we enter into a long-term commitment to realize your vision for the future. Our tools are hard work, original thinking, and building trust through transparency and best investment practices. We offer advice and counsel in nearly every facet of your life. We can help with everything from financial planning basics through sophisticated estate planning, tax mitigation, and wealth transfer plans. Finally, we put you first—always. We don’t cut corners. We believe in fairness in how we charge for our services, avoiding the excesses of some investment firms. The bottom line is that your success is our success. That’s not a slogan. It’s one of our founding principles. |
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| My education, training and business experience
MBA UMASS Boston Accredited Investment Fiduciary (AIF) |
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| When I m not working, I enjoy . Hiking, Skiing, golf, and boating with my family. |
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| Some of the Clubs, Associations and Volunteer activities that I participate in are
Board Member AIM Services, Inc. Development Committee Chair Development Committee member Leadership Saratoga Alumni Class of 2017 |
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| Gold Star Information Year Joined: 2019 |
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