Queensbury Strategies

A Legacy of Independent Financial Guidance

Founded in 1987, Queensbury Group stands as a beacon of independence in the financial planning landscape. We empower clients by offering holistic financial advice based on their individual needs and values. Our team of experienced advisors work collaboratively to craft personalized plans that address your financial goals and navigate the ever-changing financial world.

Our Guiding Principles

At Queensbury, we believe in:

• Integrity: We prioritize transparency and objectivity in our recommendations, ensuring your best interests always come first.
• Independence: Unburdened by industry constraints, we offer unbiased guidance, free from conflicted motivations.
• Collaboration: Our team works together with you, fostering open communication and shared understanding.
• Empowerment: We guide you through the planning process, equipping you to make confident financial decisions.

Comprehensive Services

Our diverse services can be segmented into two areas: planning and ongoing advice:

Planning & Advice

• Comprehensive financial plans tailored to your unique circumstances and goals
• Assistance with estate planning, retirement planning, and investment strategies
• Regular reviews and updates to ensure your plan remains relevant and effective

Ongoing Advice

• Regular portfolio reviews and market analysis
• Assistance with investment selection and rebalancing
• Ongoing support and guidance as your financial needs and goals evolve

Our Comprehensive Approach

We take a holistic approach to wealth management, considering all aspects of your financial life. This involves:

• Monitoring economic trends and market developments
• Evaluating your financial goals and risk tolerance
• Identifying potential areas for optimization
• Implementing strategies to achieve your financial aspirations

Join Our Team of Experienced Professionals

If you share our passion for independent financial advice and are driven to make a difference in clients' lives, we encourage you to explore career opportunities at Queensbury Group.