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About Us

Mary E. Stokes, ChFC, CDFA™, CFP®


Mary has been working  in the financial services industry with individuals and businesses in the Capital District  for 30 years.

Mary is a graduate of Castleton State College and Russell Sage College and holds the Chartered Financial Consultant (ChFC), Certified Financial Planner Professional (CFP® ) and the Certified Divorce Financial Analyst (CDFA™) professional designations.

She is dedicated to developing lasting relationships with  clients. Mary believes in helping you assess and reach your financial goals.

Mary is dedicated to putting client's needs first. The personalized program that will be provided is a roadmap to working toward a more secure financial future. With no proprietary products and independent advice your needs and dreams are the priority.

I am looking forward to using my expertise to help you pursue your financial goals.