Contacts: Mark Davidson
59 West Main St
Canajoharie, NY 13317
Summary: At Trinity Wealth Management, LLC our mission is to get to know and understand your needs, wants, and long-term financial goals. We will help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From Retirement Planning, Life Insurance, Estate Planning, and more Trinity Wealth is here to guide you.
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Trinity Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.
59 W Grand Street
Palatine Bridge, NY 13428
Van Meter & Van Meter, LLC, is a comprehensive financial services firm located in Little Falls, New York. We have the training, the experience and the resources to help you and your family enjoy the most prosperous, worry-free financial journey through life possible! We stand beside you at every step of the way: to guide you in prudently saving and investing for the future while you are working, to help you plan to live comfortably on your savings and investments when you retire, and finally to help identify strategies to pass on your wealth to your loved ones without unduly enriching the government.