Iron Tree Financial

Iron Tree Financial "Our Strength is in Our Knowledge."
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Visit our Website at the link below! Investing does not need to be complicated and confusing.

Founded in 2000, Iron Tree Financial is the evolution of understanding that our strength is in giving sound advice and guidance to our clients. We are a team of financial advisors who work together to provide prudent investment advice to clients with varying goals and objectives. Our approach is to meet with an individual or entity and completely understand what issues they are facing, goals they

are trying to achieve and their past investment experience. We then take that in to consideration in developing detailed strategies to help them reach their objectives. We do our best to explain complicated strategies in practical and easy to understand ways, so that investors feel confident in their plan. At "Iron Tree Financial" - "Our Strength is in our Knowledge"

Branch Office:
19 British American Blvd. East Latham, NY 12110
518-724-5004
email: [email protected]

See our "Your Time, Your Money" podcast at the URL Below
https://www.youtube.com/


Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

07/22/2026

Our team is growing once again, and we wanted you to be the first to see!
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Meet Matt, our newest Financial Advisor!
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You can learn more about Matt and the rest of our team by visiting the “About Us” page on our website. || Link in bio.

07/22/2026

OUR TEAM IS GROWING…
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We are beyond thrilled to introduce the latest member of our team, newly appointed “Financial Advisor” Matthew Mead! Matthew brings decades of experience across some of the biggest names in finance and insurance to Iron Tree Financial, and we couldn’t be more thrilled to welcome him into our group. Wish him well!

07/06/2026

ALOHA, YOU'RE INVITED!🌺
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On July 31st, at 3:30 PM at Cook Park in Colonie, NY, you and your family are invited to join us for our Luau-themed Client Fun Day & Car Show!
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We're celebrating our shared success and some beautiful summer weather together, with BBQ, music, games, and more!
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If you have a car that you would like to register into our Car Show, you can do so by emailing our Business & Client Liaison Steve Polomaine at [email protected]. We'll see you there!

It’s that time of year again…-Our 2nd annual Client Fun Day & Car Show is QUICKLY approaching! We’re so excited to have ...
06/30/2026

It’s that time of year again…
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Our 2nd annual Client Fun Day & Car Show is QUICKLY approaching! We’re so excited to have you and your family out for our biggest client appreciation event of the year. On July 31st, we’re back at Cook Park for a luau-themed BBQ, with food, games, and music as we celebrate in our shared success! You don’t want to miss it. || More info to come throughout this week, and in the meantime, check out our website linked in our bio to RSVP!

06/15/2026

MONEY TALKS | Charitable Giving Conference Edition
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Adam Jones is back once again for the latest installment of “Money Talks”! In this episode, Adam takes us behind the scenes at our first annual Charitable Giving Conference, held this past month in Latham, NY, where Iron Tree Financial had an opportunity to connect with the hard-working volunteers and business owners across the Capital Region and educate them on how to best service their communities!
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Having a blast with clients and friends of Iron Tree Financial at the NE Regional Food Bank!-Stay tuned for a recap on o...
06/04/2026

Having a blast with clients and friends of Iron Tree Financial at the NE Regional Food Bank!
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Stay tuned for a recap on our website at www.irontreefinancial.com!

📸 from Grafton Lakes State Park.-The second ever “Iron Tree Wild” event is officially under way! We’ve got a morning and...
05/30/2026

📸 from Grafton Lakes State Park.
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The second ever “Iron Tree Wild” event is officially under way! We’ve got a morning and afternoon of hiking and kayaking planned, let’s get after it!

This past Thursday we hosted our first annual “Charitable Giving Conference” in Latham, NY, in partnership with the Huds...
05/30/2026

This past Thursday we hosted our first annual “Charitable Giving Conference” in Latham, NY, in partnership with the Hudson-Mohawk Chapter of the Association of Fundraising Professionals!
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We heard from a handful of amazing speakers, and sat down with some local leaders, volunteers, and business owners to discuss a variety of strategies centered around planning for personal futures, and leaving marks in our communities.
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For more information on future Iron Tree Financial events, visit our “Events” tab on our website! | Link in bio.

05/30/2026

IRON TREE WILD || GRAFTON LAKES STATE PARK
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We’re here at Grafton for our second ever Iron Tree Wild event! Today, we’re so excited to welcome you out for a morning and afternoon of hiking and kayaking on another beautiful weekend! We’ll see you soon!

05/28/2026

Today’s the day! Our very first annual Charitable Giving Conference is officially under way here in Latham, NY.
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Today we’re partnering with the Hudson-Mohawk Chapter of the Association of Fundraising Professionals to host a symposium dedicated to giving strategies and building a legacy that matters.
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Stay tuned for more updates!

Address

19 British American Boulevard East
Latham, NY
12110

Telephone

+18002223202

Website

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