Timothy A. Gusek & Larissa L. Gusek

Investment Advisor Representatives - Queensbury Office

We strive to create a positive experience for every client. We recognize that addressing your financial well-being can be stressful and overwhelming. We meet you where you are and design a financial plan that makes sense for you.
 

Our goal is to ensure you feel confident in the financial decisions we make together.


We help our clients cultivate well-rounded financial health, covering topics including your estate, taxes, insurance, income needs, and investments. At the end of the day, we want to make sure you're as satisfied in your plan as we are, so you sleep well at night-- every night.

What Makes Us Unique?

Between Tim's 25+ years in the business and Larissa's fresh outlook; knowledge of optimal user experiences; and current technology, we've got you covered.

  • We service clients in the Upstate New York area, as well as individuals in over 35 states.
  • Meetings may be held in person, or we are happy to arrange a phone or Zoom meeting at clients' convenience.
  • We utilize the latest technology for secure document e-sharing and signatures, and we are equally content to snail mail paper documents, if that's more your style.
  • While many clients are nearing or navigating retirement, we are proud to also service younger individuals, cultivating healthy financial habits early.

Common Focuses:

  • IRAs: Traditional, Roth, Inherited, SEP, SIMPLE, RMDs
  • 401(k)s: Making the most of your work plan; managing your business' 401(k)
  • Retirement Planning: Navigating the intersection of pensions, deferred comp plans, 401(k)s, IRAs, Social Security, and more
  • 529 Planning: Tax-advantaged saving for higher education or dependents with disability
  • Death of a Loved One: The “just in case” planning, and the “what next” assistance.

So, Who Are We?

 

Tim

I am an experienced Financial Advisor and Registered Investment Advisor affiliated with Osaic Wealth. I began my financial services career with Paine Webber, where I served as a General Securities Sales Supervisor and as Branch Manager of the UBS Financial Services office in Glens Falls from 2002–2007. I am a graduate of the State University of New York at Albany and holds my Series 3, 7, 9, 10, 63 and 65 licenses, as well as Life and Health Insurance licenses.

My team provides customized investment services to both individuals and organizations with a focus on business, group, and individual retirement planning. We offer comprehensive financial planning for high-net-worth individuals based on their unique needs, goals and risk parameters and I am licensed to provide investment products and services in more than 30 states.

I am supportive of the local community and have served many deserving organizations. I am a graduate of the ARCC Community Leadership Program, a past Chairman of the Board for the American Red Cross and a past board member for Big Brothers/Big Sisters. I have served as the Tri-County United Way’s Small Business Chairman, as Treasurer of the Harrisena Community Church and as a leader with the Boy Scouts of America. I have also served multiple terms on the Fort Ann Central School District’s board of education. Most recently, I represented American Portfolios as I cycled in the Face of America 108-mile ride to honor our military.

I live in Fort Ann, NY with my wife Kathleen. We have three adult children:

  • CPT Michael Gusek, graduate of the U.S. Military Academy at West Point
  • Larissa Gusek, graduate of the Rhode Island School of Design
  • Elizabeth Gusek, graduate of Dartmouth College, Hanover, NH

Larissa - Investment Advisor Representative

I am a Registered Investment Advisor at Madison Wealth Managers and am affiliated with Osaic Wealth. I work directly with individual investors to understand their goals and design customized plans, aiming to empower our clients with the knowledge and confidence to navigate their financial future.

I joined the family business after graduating from the Rhode Island School of Design. I briefly worked in the Industrial Design industry, where I designed infant products, amusement park theming, and consumer experiences. I am currently pursuing my Certified Financial Planner designation and hold my Series 7 and Series 66 securities licenses, along with my NYS Life, Accident, and Health insurance license. I am a member of the 2025 Osaic Women’s Mentorship Program and, with my passion for learning, frequently attend financial conferences to deepen my understanding of financial legislation, manager strategies, product offerings, and technology.

In addition to my industry experience, I tutor middle school students at TutoringPlus and am a student of Russian Accelerator, an extended program designed to help me become fluent in speaking, reading, and writing in Russian. When I’m not working, I enjoy life in Cambridge, MA, with my fiancé Timothy and our cat, Gwen. You can often find me baking a delicious treat, saluting the sun on my yoga mat, devouring a novel, or exploring my community.


If you are interested in working with us, please reach out via phone or email.
 

E-mail Tim

E-mail Larissa

Tim - Please check Tim's background on FINRA's BrokerCheck

Larissa - Please check Larissa's background on FINRA's BrokerCheck