TOP 30 Banking and financial planning in Clifton Park, New York

17 results found

Merrill Lynch Financial Advisor James L Gallagher is a finance institution located at 449 New York 146, New York, United States. The institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team at Merrill Lynch focuses on retirement wealth strategies, offering expertise in corporate benefit plans and retirement income tax laws. By creating strategic asset allocations and selecting appropriate investments, clients can generate reliable income for their retirement years. The institution employs a risk-based investment philosophy that prioritizes sustainable cash flow over high rates of return. With access to Merrill's advanced technology and Bank of America's banking convenience, clients can benefit from a comprehensive platform of products and services. Merrill Lynch Financial Advisor James L Gallagher aims to bring fresh perspectives to clients' financial lives, helping them make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Todd Silaika, located at 449 New York 146, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on retirement wealth strategies, Todd Silaika and his team specialize in helping clients navigate the complexities of retirement planning, corporate benefit plans, and retirement income tax laws. By creating strategic allocations of investment assets and selecting appropriate investments, the team aims to generate reliable income for clients in retirement. They prioritize strong communication and setting proper expectations to build lasting relationships with their clients. With a risk-based investment philosophy that focuses on cash flow over growth, the team designs portfolios to seek steady, reliable cash flow rather than unsustainable high rates of return. By leveraging the resources of Merrill Lynch Wealth Management and Bank of America, clients have access to advanced technology, timely insights on market trends, and a wide range of products and services. Todd Silaika and his team bring fresh perspectives to their clients' financial lives, helping them make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Lee Wilson, located at 449 New York 146, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, the institution helps clients stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in retirement wealth strategies and guiding clients through transitions to new endeavors. The team focuses on communication, setting proper expectations, and creating strategic allocation of investment assets to generate reliable income in retirement. With a risk-based investment philosophy and a focus on sustainable cash flow, Merrill Lynch Financial Advisor Lee Wilson aims to provide clients with a solid financial foundation for the future. Access to Merrill's advanced technology and the banking convenience of Bank of America ensures clients have the resources and support they need to make informed decisions for their financial well-being.

Merrill Lynch Financial Advisor James E Coker, located at 449 New York 146 in New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, clients can stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, communication, and setting proper expectations to build strong relationships with clients. Using a risk-based investment philosophy that prioritizes cash flow, the team creates portfolios tailored to generate reliable income and make it last. By combining fixed-income securities, bond ladders, stocks, and alternative investments, clients can achieve steady cash flow. With access to Merrill's advanced technology and Bank of America's banking convenience, clients benefit from a comprehensive platform of products and services. The team at Merrill Lynch Wealth Management strives to bring fresh perspectives to clients' financial lives, helping them make informed decisions to pursue their goals.

Merrill Lynch Financial Advisor Kenneth J Gallant is a finance institution located at 449 New York 146, New York, United States. As Merrill advisors, we offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. We prioritize your goals and aspirations, whether it's wealth transfer, pursuing passions, or staying informed about financial decisions. Our Investment Personality Assessment helps us understand your investing preferences, and we use this knowledge to customize a financial approach that aligns with your goals. We believe in helping you manage, grow, and preserve your wealth while considering the impact on future generations. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a financial plan that meets your needs. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to document your personalized plan centered on your goals. Life and financial markets change, and we are here to help you stay on track and make adjustments as needed. Let's work together to achieve your financial goals and address fluctuations in the market. Our goal is to put you first and provide you with a customized investment approach to pursue your goals.

Merrill Lynch Financial Advisor John C Petersen, located at 449 New York 146, New York, United States, is committed to working one-on-one with clients to develop personalized financial strategies tailored to help them achieve their long-term goals. The institution's mission is centered around understanding each client's unique priorities and financial situation, and creating comprehensive strategies to turn their goals into reality. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch offers a range of potential solutions, premier customer service, and financial tools to help clients grow, preserve, and distribute their wealth. Advisors like Carrie, who holds the CERTIFIED FINANCIAL PLANNER certification, bring over 15 years of experience in providing financial and wealth management advice. Through the Merrill Personal Wealth Analysis™ and ongoing reviews of financial goals and progress, clients can stay on track to achieve what's most important to them. By getting to know clients personally and understanding their goals, Merrill Lynch Wealth Management Advisors can build customized investment approaches to address their needs and pursue their goals. With access to the global resources of Merrill and the credit, lending, and banking convenience of Bank of America, clients can benefit from a proactive approach to communication, personalized service, and ongoing financial education. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, Merrill Lynch Financial Advisor John C Petersen is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Carrie Benson is a premier finance institution located at 449 New York 146, New York, United States. Our dedicated team works one-on-one with clients to develop personalized financial strategies tailored to help achieve long-term goals. We take the time to understand each client's unique priorities and financial situation, designing customized strategies to help manage investment risk and pursue personal financial objectives. Life is constantly evolving, and so are your financial needs. Our team is here to provide comprehensive strategies that align with your changing priorities, whether it's transferring wealth to the next generation, pursuing your passions, or staying informed about financial decisions. Through our Investment Personality Assessment and personalized approach, we aim to help clients pursue what matters most to them.

Merrill Lynch Financial Advisor Matthew J Gallant, located at 449 New York 146, New York, United States, offers personalized financial strategies tailored to your individual goals and needs. As Merrill advisors, they prioritize understanding your aspirations and priorities to help you make informed decisions about your financial future. By utilizing the Investment Personality Assessment, they can gain deeper insights into your investing preferences and customize a financial approach that aligns with what matters most to you. With access to the resources of Merrill and Bank of America, they can help you manage, grow, and preserve your wealth while staying focused on your long-term objectives. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major purchase, or passing your wealth to future generations, Merrill Lynch Financial Advisor Matthew J Gallant is committed to helping you achieve your financial goals.

BSNB Clifton Park is a reliable banking institution located at 1714 U.S. 9 in New York, United States. Offering a range of financial services including ATM access, this institution is dedicated to providing convenient and secure banking solutions to its customers. With a focus on customer satisfaction and financial expertise, BSNB Clifton Park is a trusted partner for all your banking needs.

Merrill Lynch Financial Advisor Erick L Richardson, located at 449 New York 146, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Get timely insights on market trends and global economy to help you make informed decisions. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, offering expertise in corporate benefit plans and retirement income tax laws. With a risk-based investment philosophy, the team aims to generate reliable income and help clients make their wealth last. By creating strategic allocation of investment assets and selecting appropriate investments, they assist clients in pre-retirement planning, tax minimization strategies, and wealth transfer. Utilizing Merrill's advanced technology and Bank of America's banking convenience, clients have access to a wide range of products and services. The team emphasizes sustainable cash flow over chasing indexes or markets, using fixed-income securities, bond ladders, stocks, and alternative investments to build portfolios. With relationships across Merrill Lynch Wealth Management, clients receive tailored support from specialists to meet their individual needs. By connecting life and finances, Merrill advisors help clients make informed decisions as they pursue their financial goals. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services to help clients build a secure financial future.

Tim McGrath - State Farm Insurance Agent is located at 6 Chelsea Place in New York, United States. Tim McGrath, the owner, is a local who values good morals and treating everyone with respect. The agency's mission is to educate and help customers understand insurance while providing personalized products and services. The team includes experienced professionals like Alison and Justin who are dedicated to assisting the community. State Farm's mission is to help people manage risks and realize their dreams. The agency offers life insurance, annuities, and pet insurance products. Customers can also access banking and credit card services through U.S. Bank. For any inquiries or assistance, customers can call (518) 631-5113. Remember to consult a tax or legal advisor for personalized advice.

KeyBank is a reputable financial institution located at 1532 U.S. 9 in New York, United States. As a full-service bank, KeyBank offers a wide range of banking and financial services, including personal and business accounts, loans, mortgages, and investment options. Additionally, KeyBank provides convenient ATM services for easy access to cash withdrawals and account management. With a commitment to customer satisfaction and financial stability, KeyBank is a trusted institution for all your banking needs.

Broadview Federal Credit Union is a trusted financial institution located at 16 Park Avenue in New York, United States. As a full-service credit union, we provide a wide range of financial services including ATM access for convenient cash withdrawals and deposits. Our dedicated team of professionals is committed to helping our members achieve their financial goals and manage their money effectively. With a focus on customer service and competitive rates, Broadview Federal Credit Union is the perfect choice for all your banking needs.

Paul Pettit, Bankers Life Agent is located at 646 Plank Road in New York, United States. As an insurance agency, we offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents, led by Paul Pettit, are dedicated to helping you find the right coverage for your needs. We specialize in Medicare Advantage plans, providing you with an all-in-one alternative to Original Medicare Parts A and B. With options for prescription drug coverage and low monthly premiums, we can help you navigate the complex world of Medicare to find a plan that works for you.

Empire Quality Services is a reputable financial institution located in New York, United States. Specializing in ATM services, Empire Quality Services offers convenient and secure financial transactions for its clients. With a commitment to excellence and customer satisfaction, this institution is dedicated to providing top-notch financial services to meet the needs of individuals and businesses alike. Whether you need to withdraw cash or manage your finances, Empire Quality Services is the go-to destination for reliable and efficient financial solutions.

KeyBank is a leading financial institution located at 1703 U.S. 9 in New York, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services provide easy access to cash withdrawals and account balance inquiries. With a commitment to customer satisfaction and financial security, KeyBank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of KeyBank.

KeyBank is a reputable financial institution located at 525 Vischer Ferry Road in New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. In addition, KeyBank also provides convenient ATM services for easy access to cash and account management. With a strong reputation for excellent customer service and a commitment to helping clients achieve their financial goals, KeyBank is a trusted partner for individuals and businesses alike.