Thoroughbred Advisors - Financial Advisors - Latham (NY)

5 /5 Jessica Preston: Ive had such an incredible experience with Conor and his team at Thoroughbred Advisors! I am a 27 year old self-employed person. Financial planning has always been something that has confused and overwhelmed me. Conor is the only person who has ever explained everything in detail to me, in a way that I completely understand. He has all the patience in the world, and is very detail-oriented. He truly has his clients best interests at heart, and he goes above and beyond for them. He has helped me with all of my financial planning including retirement planning, and life insurance. I now feel CONFIDENT and EXCITED about my financial planning, rather than overwhelmed and confused. I truly cant express the gratitude I have for Conor and his team. I feel so fortunate to have this team of independent financial advisors helping me. If you are looking for a financial advisor, absolutely look NO FURTHER! You will find no better than Thoroughbred Advisors! Thank you Conor!

5 /5 Jennifer Mentiply: I’ve been working with Kara as my financial advisor for some time now, and I couldn’t be more grateful for her expertise and support. Kara is incredibly knowledgeable, always providing clear, actionable advice tailored to my unique financial situation. Whether it’s retirement planning, investments, or simply answering questions, she has consistently been a trusted resource. What really stands out is her commitment to helping me achieve my long-term financial goals, particularly when it comes to retirement planning. I feel confident and secure in the direction were headed thanks to her guidance. Highly recommend Kara to anyone looking for a reliable and insightful financial advisor!

5 /5 Cindy Mead: I think I was one of Conors first clients many, many years ago and he has been attentive to my plans and goals this entire time. He has always contacted me 3 or 4 times a year just to go over my accounts and wed have a face to face at least once a year (where he would even travel to my office so I didnt have to take time out of my schedule to travel to his!). He always took the time to answer my questions in a way I understood and has advised me on other personal financial issues as well. Conor has set me up with a great life insurance plan, plus invested my IRAs and other monies into funds that have continued to generate a profit, and now that I am nearing that actual "retirement age, Im financially prepared to enjoy these years in the manner I am accustomed to!!!! Whether youre young or old, I would highly recommend Conor for all of your investment questions and needs!

5 /5 Gregory LaVigne: Conor Boyd, an independent financial advisor, has been an enormous help to us with our financial and retirement planning as well as with our life insurance needs. Conor has consistently been available to meet with us, to answer all of our many questions with comprehensive but easily understandable answers. He is a great teacher who can translate information about financial planning in a way that makes sense to those of us who lack expertise in this area. Conor is an enthusiastic, energetic and kind person. He truly conveys a sense of care as he personalizes an approach to meeting future financial goals. He frequently meets with us to review our status and answer any questions. We consider ourselves most fortunate to be his client and highly recommend him.

5 /5 Kristen Orr: Working with Kara Koenig has been an absolute pleasure. From our very first meeting, her professionalism, expertise, and warm demeanor put me at ease. Kara took the time to understand my financial goals and tailored a comprehensive plan to help me achieve them. Her in-depth knowledge of investment strategies and tax planning is impressive. I have complete confidence in her guidance and highly recommend her services to anyone seeking a trusted and knowledgeable financial planner.