Skye Financial Services

Today. Tomorrow. Together.

About us

Skye Financial Services is your local full-service financial office that looks at your financial life as a whole. We have a Certified Financial Planner™ to guide you through the process of defining your financial goals and helping you implement a personalized plan to secure your financial future.

We have over 20 years of experience in the banking/financial industry and act as a fiduciary for our clients, putting their best interest first. Our experience, education, and training allow us to work with you to give you financial peace of mind and freedom to live your best life. We provide personalized service to suit your needs and busy schedule. Our strategy is to listen to our clients and develop a solution that specifically fits their needs.

We have two convenient locations in Little Falls, NY and Richfield Springs, NY.

Our goal is to help you live your best life! Schedule your free consultation to see how we can work with you to meet your goals.


Team

Cathy Cristman CFP®

Financial Consultant / Owner

Cathy's priorities are to help her clients feel secure and empowered when it comes to their financial future.

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Natasha Massicotte

Office Manager- Little Falls

Natasha coordinates the daily functions in the Little Falls office. She is also assist clients with their bookkeeping and tax needs.

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Financial & Retirement Planning

FINANCIAL

Retirement Planning Life Insurance Financial Plans Annuities Mutual Funds

401k Rollovers

401K Rollover

Simplify your retirement savings with a 401K Rollover. Shift your retirement funds hassle-free for greater financial flexibility into an IRA and take control of your money.

Income Tax Preparation

Income Tax Preparation

Income Tax Preparation -Business & Personal Bookkeeping Services Sales Tax Services

529 Accounts

529 Plans

Looking for a way to put money aside towards your child, grandchild, niece, nephew, etc? A 529 Plan may be a great solution to designate funds for future use.

Life Insurance

Life Insurance

Looking for coverage to protect you loved ones? We are here to assist you with your life insurance needs.

Contact

  • Little Falls, New York, United States
  • 528 East Main St, Little Falls, NY 13365 164 Main St, Richfield Springs, NY 13439

Financial Calculators

Retirement Calculators                                                           

Finance & Investment Calculators

Lending/Loan Calculators

Client Referral Form

We are so grateful to have you as a repeat client. Would you be willing to refer us to friends or family? Fill out the form below so we can help them too!

Disclosures

Cathy Cristman CFP®, Registered Representative and Investment Advisor Representative of and Securities offered through LifeMark Securities Corp., 400 West Metro Park, Rochester, New York 14625. 1-585-424-5672.  Member FINRA/SIPC. Skye Financial Services is not affiliated with LifeMark Securities Corp. 

Certified Professional Profile | CFP - Let's Make a Plan (letsmakeaplan.org) 

BrokerCheck by FINRA 

CATHY L CRISTMAN - Broker at LIFEMARK SECURITIES CORP. (finra.org) 

Cathy Cristman CFP®, ADV