Mary E. Stokes, ChFC, CDFA™, CFP® 

 

 

Mary has been working  in the financial services industry with individuals and businesses in the Capital District  for 38 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 and 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.