Helping families across many generations.

We love small business owners.

Proudly serving professionals.

Pre-retirement planning specialists.

Serving many industries.

About SIP

About SIP

Are you nearing retirement or currently retired?


Our Services

Our Services

Thank you for your interest in SIP Financial Services.


Who We Are

Who We Are

Lanny provides financial planning and investment management services...


An Investment Plan That Evolves With You

Strategies To Meet All Of Your Financial Needs

Life isn’t static, and your financial plan shouldn’t be either. It needs to be flexible enough to meet unexpected challenges, but disciplined enough to maintain a long-term vision that encompasses all of your financial goals. It should include strategies for funding your children’s education, investing for the retirement of your dreams, and the ability to take advantage of opportunities when they arise.

Through regular, in-depth meetings, we apply our planning and investment management expertise to your vision of the future, ensuring your peace of mind. Together, we will:

  • Explore and articulate your financial and life goals
  • Design a financial plan tailored to achieving your priorities
  • Create an investment plan that balances appropriate investment risks and returns
  • Constantly monitor your financial and investment plans, keeping you on track

Investment Updates

Planning Briefs

Have a Question?

Contact Us

Office: (518) 384-2800
133 Saratoga Rd. Suite 5
Glenville, NY 12302

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