JL
Jennifer L. Henry
Portfolio Services Manager at Continuum Wealth Advisors,
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Work Experience
Portfolio Services Manager
Jan 2010 - Present · 15 years
Sage Wealth Management, Inc.
Portfolio Services Manager
Aug 1997 - Dec 2009 · 12 years and 4 months
Company Details
Life is hectic. Your finances shouldn't be. Located in Saratoga Springs, NY, our firm is focused on simplifying the complexity of investing and personal finance to allow you to focus on what matters most. We pride ourselves in communicating regularly, in plain English, to ensure our clients understand that their money is in good hands. With over sixty years of combined wealth management experience, you can feel confident in the team that is in charge of your investments. Continuum Wealth Advisors, LLC (“Continuum") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.
Year Founded
2010
Social Media
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Industry
Investment Management, Retirement & Financial Planning
HQ Location
18 Division Street, Ste 207B Saratoga Springs, New York 12866, US
Keywords
Investment ManagementInsurance PlanningRetirement Planning
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