Scott A. Ferguson Email & Phone Number

Born and raised in New York’s Capitol Region, Scott Ferguson has been helping clients pursue their financial goals for 30 years. He is proud to service a variety of private clientele including individuals and families, trusts and estates, not-for-profit organizations, private company pensions and profit-sharing plans. In an effort to develop custom financial plans for each client’s needs, Scott utilizes a well-defined, disciplined approach to asset allocation and risk management based on independent investment insight and incorporating a solid knowledge of specific client priorities. Scott has built his career on one simple belief: getting to know his clients in-depth in order to better understand their needs and goals. In doing so, he has developed long term client relationships based on individual investment counseling, high quality client service and the development of a financial plan to efficiently work toward client goals/objectives. By using current technology and accessing the most appropriate financial tools, Scott assists clients in the development, implementation and monitoring of their own custom financial plan that can deliver ongoing results. When Scott is not in his office, he often volunteers his time to support charitable organizations such as the American Red Cross where he has been a blood donor for more than 30 years and a past board member of Capital District Youth for Christ. Scott enjoys spending time with his family and being active including golfing, skiing, swimming, cycling and non-competitive participant in triathlons, road races, and off-road races.Securities and advisory services offered through Cadaret Grant & Co. Inc. a Registered Investment Advisor, and Member (FINRA www.finra.org /SIPC. Sage Financial Associates and Cadaret Grant are separate entities.Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Listed skills include Financial Advisory, Securities, Finance, Wealth Management, and 16 others.