Advice That
Gives You Financial
Confidence

We know the world of financial planning is confusing. Since 1989, Hulbert Financial Group has been helping clients sort through the myriad of conflicting advice, confusing investment products and scary headlines to deliver a clear and comprehensive customized plan designed to grow your savings, protect your assets, save on taxes, and provide your retirement income. Our clients are confident knowing they have taken the right steps in helping to secure their financial futures.

Located in Latham, NY and serving individuals, families and businesses nationwide, our mission is to help you build, manage and preserve your wealth, all while making you feel like a priority, because you are. We do this by helping you make smarter investment decisions, treating your money like it’s our own, providing unparalleled customer service and always putting your interests first!

Financial &
Retirement
Planning

Insurance
Services

Investment
Management
Services

What Makes Hulbert
Financial Group Different

Our Reputation

  • A trusted solution-provider for 30 years
  • Our motto is “Client Before Firm” and we pride ourselves on our honesty and integrity
  • We are a fiduciary which means that we put your interest first.

Our Comprehensive, Personalized Approach

  • We teach and advise
  • We believe the simpler way is the better way
  • We invest your money – we don’t speculate

Unparalleled Customer Service

  • We make all of our clients feel like a priority, because they are!
  • We’re available and we work as a team so you get the benefit of all of our
    professional knowledge and experience
  • We’re committed to providing exceptional service at a reasonable cost

Our Style

  • We are consummate and knowledgeable professionals but with a more relaxed approach
  • We’re prepared (if not over-prepared)
  • We’re easy to work with

Long-Lasting Relationships

  • 15 years is the average length of time our clients have been with us so we must be doing
    something right

We’re positive that after working with us, you will feel more organized, confident and empowered about your financial future.

An investment in knowledge pays the best interest.

— Benjamin Franklin

Know our team