North Country Financial Group

Other >> Financial Management

North Country Financial Group

2 Northway Lane
Latham, NY 12110 | View on Google Maps

Kurt Parde

(518) 782-9901

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Company Overview: Retirement Plan Advising, Wealth Management, Financial Planning, Workplace Financial Education

Company Description: Company owners work with North Country Financial to address concerns about fiduciary risk, hidden fees, investment choices, or tax considerations regarding sponsored retirement plans. We provide employees workplace financial education and assist with choosing investments. Each of us is an Accredited Investment Fiduciary; we work in every client's best interest.

Company History: We were founded more than twenty-five years ago when Jim Pellitteri, who already had ten years’ experience, wanted to provide his clients better choices and broader service beyond the proprietary products of one investment company. His son Terrance Pellitteri and his friend Sherm Baker joined him to form the independent wealth advisory firm of North Country Financial Group. Kurt Parde was brought aboard in 2021 to help continue the legacy of experienced, thoughtful service. Since 2016 we have been proud to work with Commonwealth Financial Network, a privately help broker/dealer that gives us the freedom to best meet client needs. We have offices in Latham and Hoosick Falls.

Contacts

Kurt Parde

Terrance Pellitteri

Member Since: 2022

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	(Date: 10/4/2023)

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