TOP 30 Banking and financial planning in Schenectady, New York

14 results found

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.

Thrivent Financial, located at 3418 Carman Road in Schenectady, New York, is a finance and insurance agency that believes in providing every individual with a financial plan they can have confidence in. Their team of financial advisors is dedicated to understanding each client's unique situation and goals in order to create a personalized financial plan that prioritizes what matters most to them. Thrivent offers free virtual coaching through Money Canvas™ to help clients build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate the challenges and opportunities life presents. Thrivent is committed to giving back to the community and offers various generosity programs and charitable planning options for clients who are interested in making a positive impact. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Their mission is to help people make the most of all they've been given and live a more meaningful and generous life.

NBT Bank is a full-service financial institution located at 433 State Street in Schenectady, New York, United States. As a trusted bank in the community, NBT Bank offers a wide range of banking services, including checking and savings accounts, loans, mortgages, and investment options. In addition, customers can conveniently access their accounts through the bank's ATM services. With a commitment to providing excellent customer service and financial solutions, NBT Bank is dedicated to helping individuals and businesses achieve their financial goals.

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.

Hari's Service Center is a one-stop shop located at 2339 Troy-Schenectady Road in Schenectady, New York. Our institution offers a range of services including ATM access, car repair, financial services, and a gas station. Whether you need to fill up your tank, get your vehicle serviced, or handle your banking needs, Hari's Service Center has you covered. Our friendly and knowledgeable staff are here to assist you with all your needs. Visit us today for convenient and reliable service.

Amy Aldrich - State Farm Insurance Agent is a reputable insurance agency located at 123 Saratoga Road in Glenville, New York, United States. Situated at Socha Plaza, across from Schenectady County Airport, Amy Aldrich has been serving the Capital Region for over 15 years. The agency offers a wide range of insurance services including Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Health Insurance, Business Insurance, and more. Specializing in various types of insurance coverage, the agency also provides financial services such as Banking, Retirement Planning, and College Planning. Amy Aldrich is dedicated to improving the lives and futures of their State Farm customers and the community at large, one relationship at a time. With a team of caring and motivated professionals, the agency strives to provide excellent customer service and meet the specific needs of each policyholder through education and personalized solutions.

Shirley Martinez - State Farm Insurance Agent is located at 1426 Altamont Avenue in Schenectady, New York. Situated in the Hannaford Plaza between Bank of America and Trustco Bank, above Consumer Optical, this insurance agency is ready to help you insure your auto, boat, RV, and ATV for the upcoming sunny days. As the State Farm Agent in Schenectady, Shirley Martinez takes pride in helping her community manage the risks of everyday life, recover from the unexpected, and realize their dreams. With a personal story of how insurance made a difference in someone's life, Shirley is dedicated to providing a custom plan for every individual, offering auto insurance, homeowners insurance, renter’s insurance, boat owners insurance, business insurance, and life insurance.

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.

Markal & Associates is a trusted finance institution located at 3007 Williamsburg Drive in Schenectady, New York, United States. With years of experience in the financial industry, our team of professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Markal & Associates is dedicated to providing top-notch service and guidance every step of the way. Visit us today to see how we can help you secure your financial future.

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.

Lisa Queeney-Vadney - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a focus on providing personalized financial services, the team at Lisa Queeney-Vadney - Morgan Stanley offers expertise in investment strategies, wealth management, retirement planning, and more. Clients can expect tailored solutions to help them achieve their financial goals, backed by the resources and reputation of Morgan Stanley. Visit their office today to start planning for a secure financial future.

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.

Sunmark Credit Union is a trusted financial institution located at 1616 Broadway in Schenectady, New York. As a credit union, Sunmark offers a wide range of financial services including savings accounts, loans, and investment opportunities. With a focus on providing personalized service and competitive rates, Sunmark Credit Union is dedicated to helping members achieve their financial goals. Whether you need to withdraw cash from an ATM or discuss your financial options with a knowledgeable advisor, Sunmark Credit Union is here to help.