portrait of Khooshbu Bassi
FINANCIAL ADVISOR

Khooshbu Bassi

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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

Personal Interests

  • Board Games
  • Community Outreach
  • Hiking
  • Cooking
  • Spending Time with Family

Team Members

  • Courtney Roser
    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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