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518-452-5700

COMPREHENSIVE WEALTH MANAGEMENT

COMPREHENSIVE WEALTH MANAGEMENT

Welcome to Wilson Naginey Group. We strive to provide comprehensive wealth management services for every stage of the journey. Our mission is to enhance your life by helping create sound, financial strategies.

Our goal? To give you confidence in your financial future for years to come.

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Our Commitment to clients during COVID-19

During this critical time, we are focused on continued support and services for clients.We are making sure our staff are safe and empowered to help you. 

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RETIREMENT PLANNING

RETIREMENT PLANNING

You've worked hard and now its time to enjoy the results of all those long hours. Together we can create a strategy with a goal to help maximize your retirement.

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COLLEGE PLANNING

COLLEGE PLANNING

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.

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BUSINESS PLANNING

BUSINESS PLANNING

We believe small businesses are the backbone of America. We do our utmost to help you thrive in today's competitive marketplace.

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MEET OUR TEAM

MEET OUR TEAM

The team at Wilson Naginey Group has over 45 years of collective experience. Regardless of your financial management needs, we have the skills necessary to help you pursue your goals.

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INDIVIDUALIZED STRATEGIES

INDIVIDUALIZED STRATEGIES

These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.

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