Iron Tree Financial

Iron Tree Financial "Our Strength is in Our Knowledge."
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Visit our Website at the link below! Investing does not need to be complicated and confusing.

Founded in 2000, Iron Tree Financial is the evolution of understanding that our strength is in giving sound advice and guidance to our clients. We are a team of financial advisors who work together to provide prudent investment advice to clients with varying goals and objectives. Our approach is to meet with an individual or entity and completely understand what issues they are facing, goals they

are trying to achieve and their past investment experience. We then take that in to consideration in developing detailed strategies to help them reach their objectives. We do our best to explain complicated strategies in practical and easy to understand ways, so that investors feel confident in their plan. At "Iron Tree Financial" - "Our Strength is in our Knowledge"

Branch Office:
19 British American Blvd. East Latham, NY 12110
518-724-5004
email: [email protected]

See our "Your Time, Your Money" podcast at the URL Below
https://www.youtube.com/


Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

06/15/2026

MONEY TALKS | Charitable Giving Conference Edition
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Adam Jones is back once again for the latest installment of “Money Talks”! In this episode, Adam takes us behind the scenes at our first annual Charitable Giving Conference, held this past month in Latham, NY, where Iron Tree Financial had an opportunity to connect with the hard-working volunteers and business owners across the Capital Region and educate them on how to best service their communities!
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Having a blast with clients and friends of Iron Tree Financial at the NE Regional Food Bank!-Stay tuned for a recap on o...
06/04/2026

Having a blast with clients and friends of Iron Tree Financial at the NE Regional Food Bank!
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Stay tuned for a recap on our website at www.irontreefinancial.com!

📸 from Grafton Lakes State Park.-The second ever “Iron Tree Wild” event is officially under way! We’ve got a morning and...
05/30/2026

📸 from Grafton Lakes State Park.
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The second ever “Iron Tree Wild” event is officially under way! We’ve got a morning and afternoon of hiking and kayaking planned, let’s get after it!

This past Thursday we hosted our first annual “Charitable Giving Conference” in Latham, NY, in partnership with the Huds...
05/30/2026

This past Thursday we hosted our first annual “Charitable Giving Conference” in Latham, NY, in partnership with the Hudson-Mohawk Chapter of the Association of Fundraising Professionals!
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We heard from a handful of amazing speakers, and sat down with some local leaders, volunteers, and business owners to discuss a variety of strategies centered around planning for personal futures, and leaving marks in our communities.
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For more information on future Iron Tree Financial events, visit our “Events” tab on our website! | Link in bio.

05/30/2026

IRON TREE WILD || GRAFTON LAKES STATE PARK
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We’re here at Grafton for our second ever Iron Tree Wild event! Today, we’re so excited to welcome you out for a morning and afternoon of hiking and kayaking on another beautiful weekend! We’ll see you soon!

05/28/2026

Today’s the day! Our very first annual Charitable Giving Conference is officially under way here in Latham, NY.
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Today we’re partnering with the Hudson-Mohawk Chapter of the Association of Fundraising Professionals to host a symposium dedicated to giving strategies and building a legacy that matters.
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Stay tuned for more updates!

This past Thursday, we held our May “Client Happy Hour” at our Latham office, and what a great time it was with you!-We ...
05/27/2026

This past Thursday, we held our May “Client Happy Hour” at our Latham office, and what a great time it was with you!
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We were thrilled to have shared in a beautiful afternoon with delicious food, and lots of sunshine and meaningful conversation. More than anything, we just thankful the snow finally melted so that we could welcome you onto our re-designed patio area! As always, here’s to the next one!
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For more info on all future events, visit the “Events” tab on irontreefinancial.com!

This past weekend, we hosted our first “Iron Tree WILD” event at North-South Lake, and you showed out!We spent the morni...
05/23/2026

This past weekend, we hosted our first “Iron Tree WILD” event at North-South Lake, and you showed out!

We spent the morning hiking the trails, enjoying beautiful weather and views, and learning more about animal conservation, courtesy of our friends over at the Friends of the Feathered and Furry Wildlife Center! In fact, thanks to your generosity, we were able to raise and donate $1,000 to their cause!

Next up, Grafton Lakes State Park! If you haven’t RSVP’d yet, you can do so via the “Wild” tab over on our website! We’ll see you there!

How do you do, fellow kids?!-Our own partner and financial advisor Matt Tarullo had the privilege and joy of being invit...
05/21/2026

How do you do, fellow kids?!
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Our own partner and financial advisor Matt Tarullo had the privilege and joy of being invited out to Orenda Elementary School this week to read with a class, and to chat with the children all about his time in the NFL!
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What a fun opportunity, and just before summer vacation too!

There’s just something about spending the day at Grafton, yanno?-ICYMI: Our next “Iron Tree WILD” event, at Grafton Lake...
05/20/2026

There’s just something about spending the day at Grafton, yanno?
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ICYMI: Our next “Iron Tree WILD” event, at Grafton Lakes State Park, is slated for next Saturday, May 30th! If you haven’t had a chance to RSVP yet, we invite you to visit our website and follow the link to sign up. We can’t wait to see you there! | Link in bio.

Address

19 British American Boulevard East
Latham, NY
12110

Telephone

+18002223202

Website

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