Cody Crounse

Cody D Crounse

Financial Representative

FINRA BrokerCheck
  • CA License: #0L95503

3 Atrium Dr Ste 255,
Albany, NY 12205
518-459-4665 Visit my website

About my practice

I aim to be a strategic partner in assisting you with your financial goals. The plans we build help to have you living your life by design, not by default. My teams' areas of expertise are tax-efficient wealth accumulation, risk management planning, retirement planning, and asset allocation and location strategies. I currently reside in Clifton Park, NY. I enjoy snowboarding, golfing, and music!

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