David C Brown
David C Brown
Financial Advisor
(315) 764-0566 Ext. 804
139 Smithfield Blvd.
Plattsburgh, NY 12901
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
  
As a partner of SeaComm Federal Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. 
   
Specifically, we can make sure you have solid answers to these key questions: 
  • Is your retirement money invested properly? 
  • Will you have enough income in retirement? 
  • What should you do with an existing retirement plan from a previous employer? 
  • How will you pay for a child's or grandchild's education? 
  • Financially, what would happen to your family if you died? 
  • How will you pay for long-term care? 
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.
   
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
   
Education . . .
  • Plattsburgh State University- Bachelor of Science- Finance and Economics: Class of 2013
  • Clinton Community College- Associates of Science- Business Administration: Class of 2009
  • Beekmantown Central School
Affiliations . . . 
  • Adirondack Young Professionals, Member of Ausable Masonic Lodge, Rotary International
Personal . . . 
  • Avid musician, gym goer, local craft beer fan, sports fan

Professional Services
  • Wealth Management
  • Financial and Insurance Planning
  • Education Funding
  • Portfolio Management
  • Retirement Income Planning