Financial Perspectives (FP) is a full-service wealth management firm founded on the principles of integrity and honesty.
To provide our clients with indispensable, holistic financial advice enabling them to achieve their goals and objectives.
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Advisory services through Financial Perspectives, a Registered Investment Adviser.
Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd, Albany, NY 12211.
FP offers tax advice through its affiliate, Dugan & Company. FP and PKS are not affiliated. Not FDIC Insured - Not Bank Guaranteed - May Lose Value, Including Loss of Princpial - Not Insured By Any State or Federal Agency a>