Three Buckets Wealth Management

Community Mutual Insurance Company, located in Latham, NY, is an affiliate of Union Mutual, dedicated to providing comprehensive insurance solutions to protect what matters most to its clients. Recently, the company celebrated the election of Jennifer P. Galfetti as President and Schuyler M. Ryan as Treasurer, further enhancing its leadership team. Union Mutual has a rich history dating back to its founding in 1874, with Lisa L. Keysar being recognized as the first female president to lead the company. Community Mutual not only focuses on insurance offerings but also emphasizes loss prevention tips to help clients minimize risks associated with fire, water, and weather-related incidents. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Latham, NY area, Mark Wells will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Welcome to Merrill Lynch in Latham, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.