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Text Content

840 Kenwood Avenue, P.O. Box 730, Slingerlands, NY 12159

(518) 599-5757
rajan.kumar@435financial.com

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INVESTMENT ADVICE



Smart financial advice for the discerning investor.

ESTATE PLANNING



Preserve a legacy that will last.

FINANCIAL STRATEGIES



Effective solutions for every stage of life.

INVESTMENT ADVICE



Smart financial advice for the discerning investor.

ESTATE PLANNING



Preserve a legacy that will last.

FINANCIAL STRATEGIES



Effective solutions for every stage of life.

INVESTMENT ADVICE



Smart financial advice for the discerning investor.




HELPING BUILD YOUR LEGACY, ONE ASSET AT A TIME



At 435 Financial, we help you identify and coordinate your goals for your
work-life, retirement, and legacy, and develop a strategy toward meeting them.
We take a holistic view of your personal situation and investments, demystify
your options and potential opportunities, and help you construct a customized
financial plan.


ABOUT US



Focused on helping you pursue your life goals.

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OUR TEAM



Comprehensive capabilities to help you manage your finances.

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RESOURCES



Research, news, and tools to keep you informed.

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CONTACT US



Request a complimentary consultation or visit us.

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YOU DESERVE YOUR OWN FINANCIAL STRATEGY



No two people are the same, so why would you want someone else's financial
strategy? After all, with different careers, life path, and goals, you need
advice tailored to your situation. That's why we seek to simplify the complex,
while also providing a level of service rarely seen in the financial industry.


READY TO GET STARTED? WE ARE READY TO HELP.


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LEARNING CENTER



We believe that an educated client is an empowered one. Browse our client
learning center and take control of your financial future.


PERSONAL FINANCE CALENDAR


Use this handy calendar to remember the year’s most important financial dates.
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KEEPING UP WITH THE JONESES


Lifestyle inflation can be the enemy of wealth building. What could happen if
you invested instead of buying more stuff?
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WHAT CAN YOU BUY WITH 529 DISTRIBUTIONS?


This article can be a helpful guide when begin preparing for education expenses.
Learn More

BULL AND BEAR GO TO MARKET


Learn about the difference between bulls and bears—markets, that is!
Learn More

PREPARATION IS THE KEY TO RETIREMENT


The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.
Learn More

HOW TO BAKE A PIE-R-A


Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET


Learn about the difference between bulls and bears—markets, that is!
Learn More

PREPARATION IS THE KEY TO RETIREMENT


The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.
Learn More

HOW TO BAKE A PIE-R-A


Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET


Learn about the difference between bulls and bears—markets, that is!
Learn More



MEET OUR TEAM



RAJAN KUMAR

President



DAVID DAVIS

Office Assistant



JASON BAYS, CFP®

Financial Advisor



CHASE SMITH

Financial Advisor



PRANAV RAO

Financial Advisor




DOWNLOAD OUR FREE SOCIAL SECURITY EBOOK!



Navigating the ins and outs of Social Security can be confusing. Luckily, we're
here to help. This Ebook has the tools you need to get started developing your
Social Security strategy.

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WANT TO BE SMARTER WITH YOUR MONEY?



Join our mailing list and get news and info to support your financial goals.

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Last Name
Email

Address


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CONTACT

Office: (518) 599-5757

840 Kenwood Avenue

P.O. Box 730

Slingerlands, NY 12159

rajan.kumar@435financial.com



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