Nicholas S. Preddice


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Nick Preddice started his financial services career more than twenty years ago, working first for Connecticut Mutual, and later for Prudential. He found success early, and was appointed Managing Director at The Mony Group, Inc. in New York City.

    In 2002 Nick decided to take his experience and build a financial services business from the ground up with a singular vision: to "make a difference in the lives of our clients, the people we work with, and the community."

    Nick's vision of a firm that focused on people, rather than products, led him to partner with Gary Sancilio, another industry veteran with a client-relationship focus. Together they envisioned an environment that would support collaboration with their clients' other advisors, and offer a level of service that was unprecedented. The Affinity Group, LLC was born.

    For the last 14 years, The Affinity Group has played the role of "personal CFO" and provided comprehensive financial planning for business owners, executives, physicians, attorneys and other professionals who seek to overcome procrastination, a lack of time and attention, and a lack of knowledge to take control of their financial life. Today, The Affinity Group, LLC is a premier wealth management firm located in Albany and Fishkill, NY.

    Nick’s philanthropic endeavors are many. He started 15 years ago when a chance invitation to a fundraiser for Wildwood, a school for autistic children, opened Nick's eyes and heart to the needs of local non-profits. Today Nick supports a number of causes including Wildwood School, The Robert W. Preddice Scholarship Fund at SUNY Oneonta, Leake & Watts, Access: Supports for Living, To Love a Child, The American Cancer Society, the Heart Association, the San Miguel Academy for Boys, the Nora Cronin School for Girls, and Mount St. Mary College.

    Nick lives in Westchester County, NY, enjoys golf and spending time with his wife Lisa and his two sons.

    See Nicholas’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Nicholas

    *Fields are required

    Charter Oak Financial - The Latham Office

    Satellite Office

    24 Century Hill Drive Suite 105
    Latham, NY 12110

    CRN202012-238870