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Kathleen Bartlow, CFP®, CFS

Columbia Ridge Capital Management

520 Columbia Dr
Ste 103
Johnson City, NY 13790
Phone: (607) 584-4141 x2101
Fax: (607) 584-4149

Toll-free: (866) 731-2726

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Women's Finances

 

How Planner Charges

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