About Continuum Wealth Advisors
Reviews for Continuum Wealth Advisors
Write a reviewHours
Monday: 8:30AM - 4PM
Tuesday: 8:30AM - 4PM
Wednesday: 8:30AM - 4PM
Thursday: 8:30AM - 4PM
Friday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed
Continuum Wealth Advisors, led by Tim Smith, is a reputable financial firm with a strong focus on customer service and personalized guidance. They have been assisting clients with their financial needs for many years, creating portfolios tailored to individual preferences, risk thresholds, and short-term and long-term goals. The firm is known for its honesty, integrity, and professionalism, as well as its welcoming and approachable staff. Continuum Wealth Advisors has been particularly helpful to retirees, managing retirement income and savings while providing timely guidance, support, and easy access to funds. Clients feel at ease knowing their finances are in good hands with the team at Continuum.
I can't say enough about Continuum Wealth Advisors. I recently went to a free Taxes in Retirement seminar at the Crandall Library in Glens Falls NY which was presented by Continuum Wealth Advisors. Pat Kalish was the presenter for the bulk of the seminar. I learned a lot that I did not know about taxes in this seminar. All of the staff at the seminar were very friendly, helpful and answered any questions we had. At the seminar, they offered a free 30 minute one on one consultation at their office in Saratoga Springs NY to review and answer questions based on the individual's own situation. I quickly made an appointment for the consultation which I am so glad I...read full review
Worked closely with Patrick Kalish who provided a fantastic, personalized, and robust financial report together for us. I would recommend them to anyone, close to retirement or far away. He provided an invaluable service and gave us peace of mind. Thank you!
I’ve had an excellent experience with Continuum Wealth Advisors. Both David Rath and Jen Henry are knowledgeable, approachable, and genuinely committed to helping clients achieve their financial goals. They take the time to explain strategies clearly, answer every question, and provide personalized guidance that makes you feel confident about your decisions. Their professionalism and attention to detail make working with them a true pleasure. I highly recommend David, Jen, and the entire Continuum team to anyone looking for thoughtful, trustworthy financial advice!