James Haass's Contact Details

James Haass's Company Details

Thoroughbred Advisors

Latham, NY, US • 20 - 49 Employees
Financial Services

With over a decade of experience as a Financial Advisor and later Managing Director at Northwestern Mutual, Conor Boyd founded Thoroughbred Advisors with the goal of delivering a higher quality of planning, technology, and service experience to his existing and growing clientele. A consistent experience is delivered to our clients through Conor's Financial Planning Process. Thoroughbred Advisors has a network of Professionals whose expertise can be called upon during the Planning Process. These professionals may include CPA's, Attorney's, Pension Administrators, Actuaries, and Insurance Underwriters.This process helps ensure our clients products, plans, and professionals are working efficiently toward their financial security and prosperity. Whether you are Entering the Starting Gate, Hitting Your Stride, or Coming Down the Home Stretch, Thoroughbred Advisors will be there every step of the way to help you win your race.Conor Boyd is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 15 Fisher Lane, White Plains, NY 10603 (914) 428-4000 Thoroughbred Advisors is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC) and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Conor is licensed to sell securities in Connecticut, New York and Florida. He is also insurance-licensed in Connecticut, New York and Florida. An "endorsement" of this individual is not a referral of him for investment advisory services.TC90256(0817)pNational Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.