LATHAM, NY
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoLogin Links
Office Addresses:
14 Plaza Drive Suite 102 Latham, NY 12110
Office Contact:
(Main) 518-362-2119
(Fax) 518-207-9041
Let’s take your next financial step together!
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Private Wealth, we are an independent, fee-based firm specializing in two areas: prevailing wage solutions and fiduciary services. We specialize in bona fide benefit plan services to merit shop (non-union) construction companies subject to the Davis-Bacon Act or state prevailing regulations. Our team brings together more than a century of combined professional experience in developing fringe benefit plans and providing retirement plan guidance to benefit your organization and your employees. Where you see obligation, we see opportunity.
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Erin Cominole
Jeff Bennett
Tom Santa Barbara
Client Support
Kitty (Catherine) Kilmer
Upcoming Events
Take a look at upcoming events hosted by our firm.
7 Must-Know Retirement Terms
Is Your Retirement Plan on the Right Path?
The Real Cost of Healthcare in Retirement and How to Prepare
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
June Market Commentary: Markets Search for Solid Ground
Despite a strong rally in U.S. stocks in May, uncertainty still looms. Optimism surrounding paused tariffs and potential trade resolutions lifted markets, but caution remains due to rising interest rates, a growing U.S. deficit, and a fresh debt downgrade.
Market Commentary: Staying Steady Amid the Swings
April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.
![[Video] Q1 2025 Economic and Market Commentary](https://hubrpw.com/wp-content/uploads/2025/04/Screenshot-2025-04-21-at-4.51.52 PM.png)
[Video] Q1 2025 Economic and Market Commentary
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth...
Office Information
Hours of Operation:
Mon – Thurs: 8:00 AM – 5:00 PM
Fri: 8:30 AM – 2:00 PM
Office Addresses:
201 South Lake Avenue Suite 507 Pasadena, CA 91101
Office Contact:
(Main) 626-389-3291
(Fax) 518-207-9041
We’re by your side for all your needs, in business and in life.
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