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Home > Financial Planner Directory > New York > Clifton Park > Robert W. Colley, CFP®, CEBS
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Robert W. Colley, CFP®, CEBS

Cornerstone Financial Advisors

PO Box 788
Clifton Park, NY 12065-0788
Phone: (518) 877-8800
Fax: (518) 877-5181

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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