Network·Family Office
📍 UTICA, NY
SEC CRD #801-64779
Financial Partners for Individuals and Organizations Let's Connect! Financial Partners for Individuals and Organizations Adirondack Financial Services is a full-service wealth management and employee benefits firm with a focus on customized solutions for individuals, families, and organizations. Learn how we can help Individuals Families Our full-suite of financial planning services will support all stages of your fiscal journey. Investment Advisory Wealth Management Medicare Planning Financial Planning Corporate Services From benefits to investments, we are a one-stop-shop financial solution for your organization. Employee Benefits Investment Advisory Qualified Retirement Plans You're more than another client. You're a priority. Relationships Matter Our relationship with you comes first. We listen to you and get to know you so we can provide custom financial, retirement, and employee benefits solutions for all of your needs. Trust We put your needs first – whether we are discussing your individual financial goals, or your organization’s employee benefits plan, AFS is a resource you can count on. Client Care Our commitment to you comes first. At Adirondack Financial Services, you receive concierge-quality service. As your financial partners, we design a customized approach, offering a wide range of programs and services. AFS Knowledge Center Content to help keep you informed, compliant and on track. Blogs | Webinars | Compliance Get Informed 2026 Retirement Plan Contribution
PATRICIA RUGARI
COO, CFO & CCO
📞 (315) 724-4186
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$462M
Location
UTICA, NY
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.