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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. Investment Advisory Services offered through Advocacy Financial, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Advocacy Financial and are not affiliated companies. The aforementioned entities do not provide legal or tax advice. Information garnered from this site are general in nature and are not intended as a reccomendation to purchase. To discuss your needs specifically and for more accurate information, please reach out to our office.