WAMC Underwriters - Asset, Finance & Investment Management

The Beechwood Group of Wells Fargo Advisors, LLC
Poughkeepsie, NY
(845) 483-7943 or (866) 810-6917
www.thebeechwoodgroup.com

Community Loan Fund of the Capital Region
Albany, NY
(518) 436-8586
www.mycommunityloanfund.org

Direct Retirement Solutions
Albany, NY
(518) 362-2119
www.directretirement.net

Fenimore Asset Management
Cobleskill, NY
(518) 234-7400
http://www.famfunds.com/

Godfrey Financial Associates, Inc.
Latham, NY
(518) 220-9381
http://www.godfreyfinancial.com/

Granite Investment Advisors
Williamstown, MA / Concord NH
(800) 851-8431
www.graniteinvestmentadvisors.com

JSA Financial Group / Jeffrey Scales
7 Livingston Street
Rhinebeck, NY 12572
(845) 876-1923
http://www.jsafinancial.com
*Strictly intended for individuals in: CA, CT, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NY, VA. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Mary Irish, Wealth Advisor Morgan Stanley Smith Barney
Niskayuna, NY
(518) 386-2912
mary.irish@mssb.com

Perry, Miller & Associates
Colonie, NY
(877) 435-2306

SEFCU
Albany, NY
(518) 464-5223
www.sefcu.com

Thomas E. Brockley
RBC Wealth Management
Senior Vice President-Financial Consultant Senior Portfolio Manager - Portfolio Focus
Albany, NY
(518) 432-1455
(866) 615-2479
thomas.brockley@rbc.com
www.rbcfc.com/thomas.brockley