Dana A. Clark Financial Services is an independent financial planning firm serving clients in Greenwich, New York, and the greater Capital Region. Specializing in comprehensive financial solutions, the firm prides itself on taking a personalized approach to help individuals, families, and small business owners achieve their short- and long-term financial goals. Rooted in a deep commitment to client education and transparency, Dana A. Clark Financial Services works closely with clients to create tailored investment strategies, retirement plans, and wealth management solutions.

With a strong foundation in fiduciary ethics, the firm places client interests at the forefront of every decision. Dana A. Clark brings decades of experience in the financial services industry, combining market insight with an understanding of rural and suburban economic landscapes. The firm is particularly attuned to the needs of the local community and supports financial literacy initiatives across upstate New York. Whether clients are preparing for retirement, planning for college expenses, or seeking estate planning guidance, Dana A. Clark Financial Services offers trustworthy, personalized support throughout each financial milestone.

Website: Not publicly available.

Key Services:

– Personalized financial planning
– Retirement planning solutions
– Investment portfolio management
– Estate and legacy planning strategies
– College savings and education funding guidance
– Small business financial advisory services
– Tax-efficient investment strategies
– Risk management and insurance planning