Stephen J. Augstell,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen J. Augstell, CFP®

MS,

Sr Financial Planner

Berkshire Bank

1866 NY HWY 2
PETERSBURGH, NY 12138
(518) 461-1667

General

Stephen Augstell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Berkshire Bank in PETERSBURGH, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources