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Home > Financial Planner Directory > New York > Clifton Park > Kerry Mayo, CFP®

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Kerry Mayo, CFP®

Capital Financial Advisors of New York

7 Corporate Drive
Clifton Park, NY 12065
Phone: (518) 280-0030
Fax: (518) 280-0031

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Banking
Asset Allocation
Business Taxes
Corporate Finance
Estate Planning
Investment Management
Irregular Income
Mutual Funds
Retirement
Stocks & Bonds
Sudden Wealth

How Planner Charges

Fee Only

Considerations: We do not sell products as brokers and insurance agents do. We are true Fee-Only planners unlike the many who claim to be. We provide the highest quality Fee-Only financial Planning.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.