Matthew Theis, Financial Advisor located in Saranac Lake, NY

Financial Advisor
Matthew H Theis

66 Main St Suite 2, Saranac Lake, NY 12983opens in a new window
Accepting New Clients
Serving clients with $250,000 plus
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Focus Areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Personal Interests

  • Sports Enthusiast
  • Traveling
  • Spending Time with Family
  • News & Media
  • Hockey

Team Members

  • Joseph Brennan
    Registered Branch Associate
  • Pamela Jarvis
    Sr. Branch Office Administrator
  • Jessica King
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30PM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(518) 891-5863

Fax

(877) 678-1662

Office Address

66 Main St Suite 2
Saranac Lake, NY 12983opens in a new window

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