My Philosophy

I believe that trust and mutual respect are essential to a successful relationship between clients and their financial planner.

I start to build our relationship by taking out my notepad and asking you questions—What do you want to accomplish? How much money do you need in order to have the life you want? The more I understand you and your goals, the better I can help you prepare for life's successes and challenges.

We'll build our relationship over time. As you move through life, your financial needs and goals change. We'll meet regularly to discuss how to meet your changing goals at different life stages.

As a veteran financial planner, I've watched the market change dramatically. My goal is to help provide stability for you as you strive to weather those market changes. I am also a registered tax preparer, so I understand how your financial decisions impact your annual taxes.

Let's build your financial future together. I look forward to working with you.

About Me

I have a long history of assisting clients through life events and preparing them for the future.

Learn More

Address: 112 Moore Road, East Greenbush, NY 12061

Phone: 518-477-9074


David Chin Financial

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SPIC.

Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor.

David Chin is a Registered Representative of The Investment Center, Inc. Tax preparation and accounting services are provided by David Chin. Such services are not affiliated with The Investment Center Inc. or IC Advisory Services, Inc. 

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