Skye Financial Services

Today. Tomorrow. Together.

About

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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Services

FINANCIAL

Retirement Planning 401k Rollovers Life Insurance Financial Plans Annuities 529 College Savings Plans Mutual Funds

Income Tax Preparation

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

Financial Calculators

Retirement Calculators                                                           

Finance & Investment Calculators

Lending/Loan Calculators

Contact

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

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