• Planning Matters LLC

    • Financial - Investments/Planners
    • Financial - Institutions/Services
    • Insurance
    Executive Woods
    855 Route 146 Suite 111
    Clifton Park, NY 12065
    (518) 348-1880, Ext. 101
    (518) 348-1885 (fax)
    Hours:
    Monday - Friday 9 a.m. to 5 p.m.
    Evening and Weekend Appointments Available
    • About

      Our goal is to be your most trusted advisor providing personalized, comprehensive financial planning and wealth management services, while maintaining a commitment to excellence in serving you.

    • Whom to Contact

      • Vincent Bonanno Jr., JD, CFP®
        Managing Partner
        Executive Woods
        855 Route 146 Suite 111
        Clifton Park, NY 12065
        Phone: (518) 348-1880, Ext. 102
        Fax: (518) 348-1885
      • Christopher Frances, CFS®, CLTC, CRPC®
        Financial Advisor
        Executive Woods
        855 Route 146 Suite 111
        Clifton Park, NY 12065
        Phone: (518) 348-1880, Ext. 105
        Fax: (518) 348-1885
    • Directions

      We are located on the north side of Route 146 in Clifton Park in a two-story building behind CVS, which is on the corner of Route 146 and Maxwell Road.

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