Skye Financial Services
Today. Tomorrow. Together.
About us
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®, ChFEBC℠, EA
Financial Consultant / Owner
Cathy's priorities are to help her clients feel secure and empowered when it comes to their financial future.
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.
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.
Federal Employee Benefits Specialist
Chartered Federal Employee Benefits Consultant℠
As a Chartered Federal Employee Benefits Consultant℠, we specialize in helping federal employees understand and make informed decisions about their unique benefits and retirement options. We help clients navigate complex areas such as FERS and CSRS pensions, the Thrift Savings Plan (TSP), FEGLI life insurance, FEHB health benefits, Social Security, survivor benefits, and retirement income planning. Our role is to bring these moving pieces together so you can clearly understand how your benefits work today—and how they may fit into your overall retirement strategy.
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
- 315-508-5451 - Little Falls, NY
- 315-858-6030 - Richfield Springs, NY
- ccristman@lifemark.com
- By Appointment
Financial Calculators
Client Referral Form
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)