Asset protection planning services in Albany, New York

SEFCU Wealth Management Services is a finance institution located at 655 Patroon Creek Boulevard in Albany, New York. With a focus on helping clients achieve their financial goals, SEFCU offers a range of wealth management services including investment planning, retirement planning, and estate planning. Their team of experienced financial advisors work closely with clients to develop personalized strategies that align with their individual needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets for future generations, SEFCU Wealth Management Services is dedicated to providing comprehensive and tailored solutions to help you reach your financial goals.

Dutch Asset Corporation is a prominent financial institution located at 11 North Pearl Street in Albany, New York. With a strong focus on asset management and investment services, Dutch Asset Corporation is dedicated to providing expert financial advice and solutions to their clients. Their team of experienced professionals is committed to helping individuals and businesses achieve their financial goals through thoughtful planning and strategic investment strategies. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Dutch Asset Corporation is here to help you every step of the way.

Nicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY. Located at 313 Ushers Road, Ballston Lake, New York, this finance and insurance agency offers expert financial planning services to help clients achieve their financial goals. With a focus on personalized strategies and tailored solutions, Nicotera Wealth Management is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Nicotera Wealth Management is dedicated to helping you secure your financial future.

Primerica Financial Services is an insurance agency located at 2125 Albany Post Road in Montrose, New York. As a leading provider of financial services, Primerica offers a wide range of insurance products to help individuals and families protect their assets and plan for the future. With a commitment to providing personalized service and tailored solutions, Primerica is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Primerica Financial Services today to learn more about their offerings and how they can assist you with your insurance needs.

John Gigliello, Albany Financial Group is a leading finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, they offer a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. Their personalized approach and commitment to client satisfaction set them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or protect your assets, John Gigliello, Albany Financial Group is dedicated to helping you achieve your financial goals.

Hudson Valley Financial Services is a reputable finance institution located at 325 Albany Avenue in Kingston, New York, United States. With a focus on providing personalized financial solutions to individuals and businesses in the Hudson Valley region, their team of experienced professionals offer a wide range of services including financial planning, investment management, retirement planning, and insurance. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Hudson Valley Financial Services is dedicated to helping you achieve your financial goals.

Jeffrey Miller is a financial advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. With a focus on helping clients achieve their financial goals and preserve their assets, Jeffrey offers solutions and coverage options for various insurance needs such as health, life, disability, income, and long-term care. By preparing for the unexpected, clients can feel confident in protecting themselves and their loved ones. Potential clients can schedule a complimentary initial consultation to discuss financial planning concepts and learn more about how the team at S.M. Miller & Associates can help them reach their goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC.

Robert Wright - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, Robert Wright - UBS Financial Services Inc. offers a wide range of services including wealth management, investment advisory, and financial planning. The team of experienced professionals at this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Robert Wright - UBS Financial Services Inc. is committed to providing top-notch financial advice and support.

S.M. Miller & Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 4 Atrium Drive, Albany, New York, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team documents your goals, regularly reviews progress, and adjusts strategies as life changes. With access to investments and accounts from any device, we prioritize secure and transparent communication with our clients. Our services include retirement planning, education funding, major purchases, and more. Through the Retirement InteractiveSM tool, clients can explore potential challenges and solutions for their retirement income. Our financial advisors are registered in specific U.S. states, ensuring personalized recommendations and solutions tailored to individual needs.

The Atrium Financial Group is a premier finance and insurance agency located at 1 Northwestern Boulevard in Albany, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial services and tailored insurance solutions to meet the individual needs of our clients. With a focus on integrity, transparency, and personalized service, we strive to help our clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Atrium Financial Group is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Edelman Financial Engines is a leading financial institution located at 28 Corporate Drive in New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and investments. With a team of experienced financial advisors, Edelman Financial Engines provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines can provide the expertise and guidance you need to secure your financial future.

Broadview Wealth Management is a leading finance and insurance agency located at 4 Winners Circle in Albany, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets with insurance coverage, we are here to help. Contact us today to learn more about how Broadview Wealth Management can help you secure your financial future.

Greg Reynolds - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a skilled financial advisor, Greg Reynolds offers personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to providing top-notch customer service, Greg Reynolds is dedicated to helping individuals and families make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Greg Reynolds - RBC Wealth Management Financial Advisor can provide the expertise and guidance you need to secure your financial future.

Kate Curcio - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Kate Curcio offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kate Curcio is dedicated to providing expert guidance and support to clients as they navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Kate Curcio is committed to helping you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor Natalie Squillace is a trusted finance institution located at 69 State Street, Albany, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including Natalie Squillace, clients across all 50 states, the District of Columbia, and several US territories are receiving expert guidance to achieve the lives they desire. As a client, your journey to connect with an advisor starts with a name and location. Please note that investing involves risk, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee a profit or protect against loss in declining markets.

James Watkinson - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, James Watkinson provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a strong focus on wealth management, James Watkinson offers expert advice and tailored solutions to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, James Watkinson - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial guidance and support.

Davies Office, located at 40 Loudonville Road in Albany, New York, is a furniture store specializing in eco-friendly and sustainable office furniture. They offer flawlessly remanufactured brands like Herman Miller, Steelcase, and Knoll to modernize corporate environments. By choosing sustainable office furniture from Davies, businesses can decrease landfill waste and support a circular economy. Davies helps businesses achieve their sustainability goals by offering eco-friendly products that reduce costs while protecting the environment. Their team of designers and office furniture professionals work with clients to develop a plan that fits their budget, business sustainability goals, and design vision. They provide personalized layouts tailored to meet specific project requirements and facilitate the delivery and installation of sustainable office furniture.

peace of mind for your loved ones. Trusts can also help minimize estate taxes and protect assets from creditors or beneficiaries who may not be financially responsible. At Morgan Legal Group, our attorneys have extensive experience in drafting wills and trusts tailored to each client’s specific needs. We work closely with our clients to understand their goals and concerns, ensuring that their estate plan reflects their wishes and provides for their loved ones in the most effective way.

Lauren L. Hunt, Esq. is a reputable law firm located at 350 Northern Boulevard in Albany, New York. Specializing in various legal matters, Lauren L. Hunt, Esq. provides expert legal advice and representation with a focus on professionalism, integrity, and dedication to achieving the best possible outcomes for their clients. With a track record of success and a commitment to excellence, this institution is a trusted choice for individuals seeking legal assistance in the United States.

Gold Law Firm, located at 125 Wolf Road in Albany, New York, offers experienced, professional, and innovative legal services. Lead by attorney Sarah Gold, who has over 15 years of experience advising clients on business growth, transactions, acquisitions, and more. Ms. Gold is known for providing innovative counsel and results-oriented solutions that help companies achieve success. She has received numerous honors and accolades, including being listed in Super Lawyers Rising Stars from 2013-2017 and as a Super Lawyer from 2020-2023. As a business law firm, Gold Law Firm aims to create an environment that nurtures success for its clients. Whether you are starting a new business or expanding an existing one, the firm can assist with contract drafting, business entity formation, purchase order reviews, sale agreements, and more. From day-to-day operations to plans for growth or expansion, Gold Law Firm ensures that your interests are protected.

Ettinger Law Firm is a prestigious legal institution located at 125 Wolf Road in Albany, New York. Specializing in various areas of law, including estate planning, elder law, and Medicaid planning, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable lawyers, Ettinger Law Firm prides itself on its commitment to excellence and professionalism. Whether you are in need of legal advice or representation, you can trust the experts at Ettinger Law Firm to guide you through the complexities of the legal system with skill and expertise.

Herzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.

Longstreet Scott P is a reputable law firm located at 597 Albany Turnpike in Old Chatham, New York. Led by Mr. Longstreet, a skilled New York State attorney, the practice specializes in various legal matters including commercial and residential real estate, Federal taxation, business and not-for-profit organizations, estate planning, probate and administration, wills, trusts, and Medicaid asset protection planning. With a focus on providing quality legal services, Longstreet Scott P is dedicated to serving clients in northern Columbia County and beyond.

Herzog Law Firm, P.C. is a trusted legal institution located at 855 New York 146 in New York, United States. Serving the Greater Capital Region, Hudson Valley & Adirondack Regions, our experienced team specializes in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law. With a history of providing personalized and knowledgeable counsel since 1946, we have served clients in Albany, Saratoga, and Kingston, NY areas. Our services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives.

cts. We strive to educate our customers on the importance of protecting their assets and loved ones while planning for their future. Our office is committed to serving the diverse community of Albany by offering services in both English and Spanish. Visit us today for a free quote and consultation to see how we can help you with your insurance needs.

Kirk Sinkins: Allstate Insurance is a trusted insurance agency located at 98 Everett Road in Albany, New York. Our dedicated team of professionals is committed to helping clients find the right insurance coverage to protect their assets and loved ones. With a wide range of insurance products and personalized service, we strive to provide peace of mind and financial security to our customers. Contact us today to learn more about our offerings and how we can assist you with your insurance needs.

Servico Insurance Agency Inc is a trusted insurance provider located at 279 Washington Avenue in Albany, New York. As an established insurance agency, we offer a wide range of insurance products and services to meet the needs of our clients. Our experienced team of insurance professionals is dedicated to providing personalized and tailored solutions to protect what matters most to you. Whether you are looking for auto, home, life, or business insurance, Servico Insurance Agency Inc is here to help you find the right coverage at the right price. Contact us today to learn more about our insurance offerings and how we can assist you in safeguarding your assets and loved ones.

Located at 50 Delaware Avenue in Delmar, New York, the Brady Agency is a trusted health and insurance agency serving families, individuals, and businesses since 2010. As an independent agency, we are dedicated to providing personalized insurance solutions tailored to your specific needs. Whether you have questions about rental car insurance, home insurance coverage, or protecting your son's property while he's away at college, our experienced team is here to help. We specialize in auto, home, and life insurance, and strive to provide accurate quotes that maximize your discounts.

Culnan Insurance Agency, LLC, located at 60 Classic Street in Hoosick Falls, New York, is dedicated to providing quality insurance products at competitive prices. With over 10 years of experience serving the Capital District Area, including Albany, Schenectady, Hoosick Falls, and Troy, our independent agency works with top insurance companies to offer a wide range of coverage options for auto, home, business, life insurance, and bonds. We understand that accidents happen, which is why we offer thorough assessments to develop creative, comprehensive, and cost-effective solutions tailored to your specific needs and budget. Whether you need bodily injury liability, property damage coverage, medical payments, uninsured/underinsured motorist damage coverage, or physical damage coverage, we have you covered.

HMS Agency, Inc. is a reputable insurance agency located at 454 Sand Creek Road in Albany, New York, United States. With a strong commitment to providing personalized insurance solutions, our team of experienced agents is dedicated to helping clients find the best coverage for their individual needs. Whether you are looking for auto, home, life, or business insurance, HMS Agency, Inc. is here to guide you through the process and ensure you have the protection you need. Contact us today to learn more about our services and how we can help you safeguard your assets.