Khooshbu Bassi, Financial Advisor located in Clifton Park, NY

Financial Advisor
Khooshbu Bassi

CFP®, CEPA®
675 Grooms Rd #206, Clifton Park, NY 12065opens in a new window
Accepting New Clients
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Focus Areas

  • Women Investors
  • Divorce Finances
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Community Outreach
  • Hiking
  • Cooking
  • Spending Time with Family
  • Traveling

Team Members

  • Courtney Roser
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(518) 902-4614

Fax

(844) 754-7282

Office Address

675 Grooms Rd #206
Clifton Park, NY 12065opens in a new window

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