Sage Financial Associates
Beginning with his first job out of college, Paul Loucks has built a reputation for serving clients financial needs with diligence and integrity. Paul’s experience is both deep and broad, having first worked 15 years in commercial and trust banking, followed by serving as an agent for insurers Guardian and AIG. Then in 1998, Paul achieved the independence and freedom he always wanted as a registered representative for independent broker/dealer Cadaret, Grant & Co., Inc. Through the support of Cadaret Grant, and its parent Atria Wealth Solutions, Paul brings the very best products and services to the benefit of his loyal clients.
Paul’s practice focuses on investment advisory services and retirement planning. He is also a proud trusted advisor of Sage Financial Associates, based in the Capital District Region of New York State.
Away from the office, Paul enjoys participating in volleyball and biking, and spending time on the Jersey Shore with his wife, kids and grandchildren.