Advisors at this firm
James F
Series 66
Saratoga Springs, NY
Sterling Manor Financial, LLC
James Flanagan is a financial advisor with Sterling Manor Financial, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Sterling Manor Financial since 2010 and was previously affiliated with Cadaret, Grant & Co., Inc. Flanagan also sells life, long-term care, and disability insurance products through Ash Brokerage. Sterling Manor Financial provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, and retirement plans. The firm uses a variety of analytical approaches and model portfolios to tailor investment strategies across multiple asset classes.
Adam D
Series 66
Saratoga Springs, NY
Sterling Manor Financial, LLC
Adam Doig is a financial advisor with Sterling Manor Financial, LLC, holding a Series 66 designation and over 21 years of industry experience. He has been with Sterling Manor Financial since 2006 and previously worked at Cadaret, Grant & Co., Inc. for 15 years. Outside of advising, Doig is a licensed real estate broker and a partner in a commercial real estate firm in Saratoga Springs, NY. Sterling Manor Financial provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical approaches and offers tailored investment programs, including model portfolios, with a focus on mutual funds, fixed income, equities, ETFs, annuities, and Treasury Inflation-Protected Securities.
Stephen K
CFP®, Series 66
Saratoga Springs, NY
Sterling Manor Financial, LLC
Stephen Kyne is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Sterling Manor Financial, LLC since 2016. He previously worked at Cadaret, Grant & Co., Inc. for 15 years. Kyne holds roles in several local organizations, including treasurer of the Saratoga Preservation Foundation and director positions with the Saratoga Springs Rotary and Universal Preservation Hall. He is also a partner in Double Vision Stable, a partnership owning a racehorse. Sterling Manor Financial provides portfolio management and financial planning services to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical approaches and offers tailored investment programs, including discretionary trading and model portfolios.