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Our Qualifications

Paul R. Loucks, Registered Principal

For more than 35 years, Paul Loucks has shown a dedication to serving clients of the financial services industry.  Paul's experience is both deep and broad, having first worked 15 years in commercial and trust banking for what are now Bank of America and HSBC Bank.  In 1994, Paul broke away from banking to be a securities broker and insurance agent for Guardian and later AIG.  Finally in 1998, Paul achieved the independence and product control he always wanted as a registered representative for Cadaret, Grant & Co., Inc..  Through a partnership with Cadaret, Grant, Paul brings the very best products and services to the benefit of his loyal clients.

Mr. Loucks is a Registered Principal, and is fully licensed to offer mutual funds, variable annuities, and individual securities.  Specific to insurance, Paul holds licenses in Life, Accident & Health, and is certified to sell NYS Partnership long term care insurance.  Paul earned a Bachelors degree in Financial Management from The College at Brockport.

Outside of work, Paul Loucks is active in his community.  He serves on the boards of the Guilderland Basketball Club for Girls and the Jerusalem Cemetery Association.  He previously served on the Town of Guilderland's Planning and Zoning Boards, as well as the Guilderland Chamber of Commerce.  Paul and family continue to live in the Capital District.

Mr. Loucks is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances.  The personalized program that he can provide is a road map to working toward a more secure financial future.

Paul looks forward to using his expertise, and the resources of Cadaret, Grant, to help you achieve your financial goals.