We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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Welcome to Collar City Financial Strategies
At Collar City Financial Strategies we want to help you achieve long-term financial stability. We realize that today’s economic environment presents many challenges, and we believe that the best way to overcome those challenges is by being prepared. Whether you are putting your kids through college, facing retirement, or looking to better understand certain investment opportunities, we believe we can help you better understand and take control of your finances.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Drew entered into financial services in 2005 as a Life Insurance agent with Northwestern Mutual. After quickly growing his insurance book of business he added securities to his practice in 2006. In 2010 Drew took on the role as Training and Developement of new and experienced representatives while working with Guardian Life Insurance Company out of New Hampshire.
In 2011 Drew was recruited to become Senior Vice President of Wealth Advisory Group, LLC in Manhattan. During Drew's time with Wealth Advisory Group, LLC a general Agency of Guardian Life Insurance Company and Park Avenue Securities.
Drew decided in 2013 that his clients would be best served if Drew were to align himself with an Independent Broker / Dealer. That decision birthed Collar City Financial Strategies whom has chosen to strategically align itself with LPL Financial as their Broker/Dealer which provides Research, Compliance, and Clearing functions.
Drew is trained in Insurance designs, designing financial Plans in addition too trading and designing Investment portfolios.
Stacey entered into the Financial services industry in 2016 as an Administrative Assistant to Drew Prescott.
Stacey quickly displayed her value as she played a critical role in the office by coordinating a plan to convert Collar City Financial Strategies book of business to LPL Financial in our Broker-Dealer transition which started in November of 2016.
Through her time with Collar City Financial Strategies, Stacey has earned her Specialists Degree through the Administrative University of LPL Financial and is working on her Administrative Degree through the LPL Financial training program.
Stacey is a graduate of Russell Sage College in Troy, New York where she has earned her Bachelors of Arts and Psychology and a Masters of Science and Education. This background gives Stacey a unique perspective on how to address processes between the office and our clients.
Prior to starting with Collar City Financial Strategies, Stacey worked with children whom have developmental delays and their families by developing individualized therapy plans to help children reach age appropriate milestones. Her work took her throughout various counties in the Capital District.
Stacey resides in Troy with her husband of 15 years Drew Prescott and their children Parker, Chloe and Natalie.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, DE, FL, IO, MA, NJ, NY, PA, SC, TX, VT, VA.