Mindful Solutions That Get Results!
Mindful Solutions That Get Results!
Plan for tomorrow, today!
We have years of experience helping clients prepare for the unknown while meeting their financial goals.
Ask us about:
As an independent firm, we have access to many different products and vast network of partners so you can get the right products and services
just for you.
We use proven strategies and mindful solutions designed to meet your risk tolerance and stand up against market volatility.
You can count on unbiased recommendations and impartial guidance based directly on your needs
and goals.
We look at every aspect and strategize action plans that are realistic and executable. We also provide the support and resources every step of the way.
Our comprehensive consults and business packages are built and customizable to your unique circumstances.
Every successful financial and legal strategy starts with an excellent client relationship.
Communication and disclosure are key to making sure every aspect has been approached and no stone goes unturned.
Our mission and values include exceeding our client’s every expectation.
Call us today
to find out how we can suggest long-term and
short-term strategies that will help you realize
your personal, financial and business dreams.
Christa has dedicated 18+ years to the legal and financial sectors having a vast working knowledge in credit, insurance, business finance, real estate and mortgages. She is a regular affiliate provider to The Law Office of Thomas W. Seeley in Skaneateles, NY since 2017. She is business and marketing consultant, licensed notary signing agent and licensed federal mortgage loan originator NMLS#1797294 through Capital Federal Credit Union. NMLS#228826 . Christa caries a deep understanding know-how in matching circumstances with solutions.
Tom began his Law career in 2003 at Milford, Lynch & Shannon and Costello then Cooney & Fearon in Syracuse NY, where he practiced in the areas of Labor & Employment, Business and Corporate Law and Civil Litigation. In 2015 he went on to start the Law Office of Thomas W. Seeley and provides legal services to 1st4Financial and thousands of clients in NYS and Connecticut.
Please email christa@1st4.financial if you cannot find an answer to your question.
Yes! Everyone can benefit from legal and financial consulting and advisory. We can help you make your best decisions at any income or business level.
We will work with you to help you establish the right balance of risk to reward for your investments and financial portfolio through strategic partnerships.
Yes. Our strategic partners have been vetted and are leaders in the field offering the best financial products and services in the market today. Title Insurance and other types of insurance are an important part of planning your estate and protecting your legacy and or business.
Reach out with any questions or to set up a zoom/call/in-person meeting to discover the best path to your goals!
71 Orchard Street, Auburn, New York 13021, United States
Call/Text Main Office (315) 252-8010 Ext 702
Monday - Friday
Closed Saturday - Sunday
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