Gwyn-Anne Bissonette, CFP

CONNECT

Address:

1992 Saranac Avenue, Ste 2, PO Box 311
Lake Placid, NY 12946-0311

Phone:

518-523-2443

Fax/Other:

518-523-4665

Services

 

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Our investment philosophy is long-term in nature, and we do not attempt to make trades for a short term benefit.  We believe that the structure of a portfolio is as important as the individual investments that are chosen.  

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. I enjoy getting to know every aspect of each of my client's life and finding a plan that suits their ideas. 

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:


  • Investment management
  • Retirement planning 
  • Wealth conservation
  • Estate planning
  • Insurance and annuity products
  • College Planing



 


 


 



 


 


 



 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck