AlbanyAdvisor Group

Albany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle.

Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.

Whether you are a small business owner or an individual looking to secure your financial future, Albany Advisor Group offers retirement plans for various types of businesses and personalized financial plans for individuals. We understand the unique challenges faced by small business owners and are proud to assist them in integrating their business into their overall financial plan.

At Albany Advisor Group, we believe that the relationship between the advisor and the client is crucial in forming a lifetime financial partnership. We offer a no-cost, no-obligation initial consultation to see if our services are the right fit for your situation, regardless of your wealth range. Our goal is to help clients of all ages achieve their financial dreams and secure a bright future, no matter the challenges that may arise.