Our Services

Our professional specialties encompass the eight areas of financial services that our clients tell us are important to them, their advisor and their families:

· Life Insurance
· Trust and Estate Planning Strategies
· Retirement Plans
· Investments*
· Fringe Benefits
· Disability Income Insurance**
· Business Continuation
· Long Term Care**

Commitment to meeting our clients' needs is central to the vitality of our organization. Towards that end, we believe in:

· Trustworthiness, honesty, integrity and objectivity
· Serving the needs of others
· Seeing first to understand, then to be understood
· Respect for others
· Open and clear communication
· Taking pride in ourselves, our company and our industry
· Personal and professional development
· Strong work ethics
· Commitment to value-added relationships

We are a primary resource to other professional advisors in accounting, legal, banking and trust services, and we welcome the opportunity to work together.


*Securities and investment advisory services are offered through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. A Broker/Dealer and Registered Investment Adviser, Member FINRA/SIPC, 28 Corporate Drive, Suite 100, Clifton Park, NY 12065, 518-688-2223. NPA Financial Inc. is independent of Equity Services, Inc.

**Long Term Care and Disability insurance are available through National Life representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long Term Care and disability insurance is not underwritten nor issued by National Life Insurance Company.