The 30 Best Accounting and financial advice in Schenectady, New York

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RLP Financial Management is a well-established institution located at 34 North Jay Street in Schenectady, New York. Specializing in accounting and finance, our team of experts provides comprehensive financial management services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need help with tax planning, investment management, or retirement planning, RLP Financial Management is here to provide trusted guidance and support every step of the way.

Kellman Barnes Financial Planning is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York, United States. With a team of experienced financial planners, we specialize in providing tailored financial solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experts are here to guide you every step of the way. Trust Kellman Barnes Financial Planning to secure your financial future.

Next Financial Group is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Next Financial Group is here to help. Contact us today to schedule a consultation and take the next step towards financial success.

Mark Wells is a Financial Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Mark Wells holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAS®, CASL®, CDFA®, CEP™, CExP™, CFA®, CFP®, CFS®, ChFC®, ChSNC™, CIMA®, CKATM, CLTC, CLU®, CPWA®, CRC®, CRPC®, CRPS®, CTFA, CWPP™, FSCP®, MSFS, RICP®, WMCP™. Mark Wells specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, investment strategies, retirement planning, estate planning, and risk management, Mark Wells is dedicated to helping clients achieve their financial goals with integrity and expertise. Contact Mark Wells today for personalized financial advice tailored to your unique needs and objectives.

Raymond James Financial Services is a finance institution located at 132952 Troy-Schenectady Road in Latham, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is committed to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Raymond James Financial Services is dedicated to providing personalized solutions to meet your unique financial needs.

Donald R Wilock Jr Accounting is a reputable institution located at 1581 Union Street in Schenectady, New York, United States. Specializing in accounting and finance services, this institution offers top-notch financial solutions for individuals and businesses alike. With a team of experienced professionals, Donald R Wilock Jr Accounting provides expert advice and assistance in managing finances, preparing taxes, and ensuring financial success. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals.

Reynolds Schenectady Tax Service is a professional accounting and finance institution located at 406 Union Street in Schenectady, New York, United States. With a team of experienced tax professionals, they provide comprehensive tax services to individuals and businesses in the local community. From tax preparation to financial planning, Reynolds Schenectady Tax Service is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals.

Caschera Accounting Services is a trusted accounting and finance institution located at 1401 Erie Boulevard in Schenectady, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Caschera Accounting Services is the go-to destination for all your accounting needs.

Stuart Cohen Accounting is a reputable accounting and finance institution located at 650 Franklin Street in Schenectady, New York, United States. With a team of experienced professionals, Stuart Cohen Accounting offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. Clients can expect personalized attention and expert guidance to help them navigate their financial needs with confidence. Trust Stuart Cohen Accounting to provide reliable and efficient solutions for all your accounting and finance needs.

Segura Financial is a comprehensive financial institution located at 1207 Troy-Schenectady Road in Latham, New York, United States. We offer a range of services including ATM access, personal and business finance solutions, as well as insurance services. Our experienced team is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how Segura Financial can help you with all your financial needs.

Schenectady County Employees Credit Union is a financial institution located at 388 Broadway in Schenectady, New York. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and online banking. Our mission is to provide personalized and reliable financial solutions to help our members achieve their financial goals. Visit us today to learn more about how we can help you with your financial needs.

Trustco Bank, located at 201 Troy-Schenectady Road in Latham, New York, is a trusted institution offering a range of financial services including ATM services, banking, and finance. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to its customers while supporting its employees and the communities it serves. Customers can take advantage of various account options such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account, all designed to help individuals achieve their financial goals. Trustco Bank has been recognized for its outstanding services, including being voted the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.

H&R Block is a trusted institution located at 579 Troy-Schenectady Road in Latham, New York, United States. Specializing in accounting and finance services, H&R Block offers expert tax preparation, financial planning, and consulting services to individuals and businesses. With a team of knowledgeable professionals, H&R Block is committed to helping clients navigate the complexities of tax laws and financial regulations to maximize their financial well-being. Visit H&R Block in Latham for reliable and personalized financial services.

William F. Friske CPA is a reputable accounting and finance institution located at 284 Troy-Schenectady Road in Latham, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or bookkeeping, the team at William F. Friske CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to see how they can assist you with your accounting and finance needs.

Square One Tax Resolutions, LLC is a professional accounting and finance institution located at 410 Troy-Schenectady Road in Latham, New York, United States. Specializing in tax resolutions, the experienced team at Square One is dedicated to helping individuals and businesses navigate complex tax issues and find solutions that work best for their financial situation. With a focus on personalized service and attention to detail, Square One Tax Resolutions, LLC is committed to providing top-notch financial guidance and support to clients in the Latham area and beyond.

Sunmark Credit Union is a trusted financial institution located at 1187 Troy-Schenectady Road in Latham, New York. As a credit union, Sunmark offers a wide range of financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. Additionally, Sunmark Credit Union provides convenient ATM services for easy access to cash withdrawals and account management. With a commitment to serving the community and helping members achieve their financial goals, Sunmark Credit Union is a reliable and customer-focused institution in the United States.

BSNB Latham is a trusted financial institution located at 1202 Troy-Schenectady Road in Latham, New York. As a full-service bank, we provide a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to customer service and community involvement, BSNB Latham is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with BSNB.

PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.

Steven R. Jones, CPA, PC is a reputable accounting and finance institution located at 133 Saratoga Road in Schenectady, New York, United States. With a team of experienced and qualified professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Steven R. Jones, CPA, PC to provide expert advice and assistance with their financial needs.

Beth Kissinger, CPA is a reputable accounting and finance institution located at 275 Saratoga Road in Schenectady, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, Beth Kissinger, CPA is dedicated to providing top-notch service to meet your needs.

Mark D Witecki CPA CFP CFE EA CCPS CDFA is a reputable accounting and finance institution located at 3701 State Street in Schenectady, New York, United States. With a team of highly qualified professionals holding various certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Fraud Examiner (CFE), Enrolled Agent (EA), Certified College Planning Specialist (CCPS), and Certified Divorce Financial Analyst (CDFA), the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, financial planning, fraud examination, college planning, or divorce financial analysis, Mark D Witecki CPA CFP CFE EA CCPS CDFA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

David Hawley - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Our team is dedicated to helping you achieve your financial goals through personalized and holistic advice. With a focus on protecting what matters most to you, retaining assets, and efficiently transferring wealth, we strive to provide comprehensive financial strategies that are in your best interest. Our experienced professionals at Mengel Morse and Associates, backed by a well-rounded team, offer a complete financial experience to clients across 32 states, including New York, Pennsylvania, Delaware, and Connecticut. Whether you are looking for guidance on managing wealth or have specific financial goals in mind, we tailor our advice to create a personalized blueprint that evolves with your needs and objectives.

Grant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Simon Blattstein - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. They are licensed in multiple states, including CT, DE, FL, ID, MD, NY, OR, PA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients should consult with their attorney or tax professional for these matters. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.

Greg Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. We are dedicated to helping clients achieve their financial goals through personalized and holistic advice. Founded in 2017 by Greg Mengel and Bob Morse, with over 20 years of experience in successful practices at Thrivent, we offer comprehensive financial strategies across 32 states. Our commitment is to provide informed and educated guidance at every step of your financial journey, ensuring your assets are protected, retained, and efficiently transferred. Whether you are managing accumulated wealth or have specific financial goals in mind, our advice is tailored to your individual needs and goals.

Steve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

The Sunway Team at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a strong focus on providing top-notch financial services, our team of experts offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, The Sunway Team is dedicated to providing you with the guidance and support you need to make informed decisions and secure your financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

David Michael Morales - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York. As part of the renowned global financial services firm Morgan Stanley, the institution offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals led by David Michael Morales, clients can expect personalized and comprehensive financial solutions to help them achieve their financial goals. Whether you are an individual looking to grow your wealth or a business seeking strategic financial guidance, David Michael Morales - Morgan Stanley is dedicated to providing top-notch service and expertise.

H&R Block is a renowned accounting and finance institution located at 1400 Altamont Avenue in Schenectady, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to maximize your tax refund or a business seeking expert financial guidance, H&R Block is dedicated to providing top-notch services tailored to your specific needs. Trust H&R Block for all your accounting and finance needs.

Liberty Tax is a finance institution located at 1056 Altamont Avenue in Schenectady, New York, United States. We specialize in providing tax preparation services to individuals and businesses, helping our clients navigate the complexities of the tax system and maximize their refunds. Our team of experienced professionals is dedicated to providing personalized and efficient service, ensuring that our clients receive the most accurate and beneficial tax advice. Visit us today to experience the Liberty Tax difference and take control of your financial future.