May 14, 2019

Scotia-Glenville Legacy Planning Officially Opens its Doors in Scotia

The Chamber, local elected officials, friends, family and Ambassadors were all on hand to help Daniel Cole officially open his financial planning business in the Village of Scotia.

Daniel has been in the business for the past 8 years. He has had offices in Clifton Park and most recently, Wolf Road in Colonie. He was born and raised in the Village of Scotia and always had aspirations of returning home with his business. In August of 2018 he was able to make that dream come true when he opened his business on Mohawk Avenue.

At Scotia-Glenville Legacy Planning, the focus is on the client; not the stock market or a specific financial product. They take the time to learn about each client and help them discover what is truly important before building a custom plan. Says Cole, “We have the freedom to help you implement tools and strategies from a wide range of investment and insurance companies based on what may be best for you, not a corporate bottom line.”