Mitchell Calabrese

Mitchell and his team strive to provide individuals with a comprehensive financial planning approach that helps clients not only accumulate wealth but protect their assets. Mitchell serves his clients in several areas including Retirement Planning, Asset Management, Risk Management, College Savings and Estate Planning.

When Mitchell is not working with clients, you will find him in the outdoors, hiking, skiing, playing golf or spending time with friends and family.

Mitchell holds his FINRA Series 7, 6, 65 & 63 registrations, as well as his NYS Life and Health licenses. He graduated from the University of Albany’s Massry School of Business with a major in Finance and Management.