A Professional Approach


Objective advice, free from structural conflicts of interest


Ideas and guidance built around each client's unique situation and needs


Years of experience dealing in client service and transactions


Data based strategies proven to provide positive results


Creative solutions to our client's most complex challenges


Strong local connections to major business centers, professionally networked

Expand Your Knowledge

As part of our effort to give back to our local community, Complete Corporate Planning, Ltd. offers a variety of free Seminars & E-Books!

Join us for our local lecture based seminars! Gain extensive knowledge on the topic at hand as we supplement your experience with state-of-the-art presentations and printed materials. All of our seminars offer time for a Q&A (time permitting) with the exception of our College Planning Seminars, where one-on-one consultations are required.

Or visit our online library for related E-Books! Learn from us without ever leaving home! Also, follow our Blog for up to date articles regarding our services!

120 West Avenue, Suite 301, Saratoga Springs, NY 12866