Best financial services for retirement in Albany, NY
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Halliday Financial Group
● OpenHalliday Financial Group is a finance and legal institution located at 14 Corporate Woods Boulevard in Albany, New York. With a team of experienced professionals, they provide a wide range of financial services including investment planning, retirement planning, and wealth management. In addition, they offer legal services such as estate planning and tax law. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking sound financial advice. Visit Halliday Financial Group today to secure your financial future.
14 Corporate Woods Blvd, Albany, NY 12211, United States -
Maurice Tessier - UBS Financial Services Inc.
● OpenMaurice Tessier - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong focus on providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Maurice Tessier - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you secure your financial future.
8 Southwoods Blvd Suite 207, Albany, NY 12211, United States -
Hudson Valley Financial Services
● ClosedHudson 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.
325 Albany Ave, Kingston, NY 12401, United States -
Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™
● ClosedEdward Jones - Financial Advisor: Dominick P Profaci, AAMS™ is a reputable financial institution located at 4246 Albany Post Road in Hyde Park, New York, United States. Specializing in providing personalized financial planning and investment services, Dominick P Profaci, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
4246 Albany Post Rd, Hyde Park, NY 12538, United States -
Edward Jones - Financial Advisor: James D Merrill
● ClosedEdward Jones - Financial Advisor: James D Merrill is a trusted financial institution located at 1777 Western Avenue in Albany, New York. Specializing in providing personalized financial advice and services, James D Merrill is dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: James D Merrill offers a wide range of financial solutions tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, James D Merrill and his team are here to provide expert guidance and support every step of the way. Visit their office today to start planning for a brighter financial future.
1777 Western Ave, Albany, NY 12203, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 100 Great Oaks Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at Raymond James are dedicated to providing personalized solutions tailored to your individual needs. Trust in Raymond James Financial Services for expert guidance and support in navigating the complexities of the financial world.
100 Great Oaks Blvd #111, Albany, NY 12203, United States -
Alex Davison - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlex Davison, a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Alex Davison is well-equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. With a focus on ethics and professional development, Alex Davison is committed to helping clients make informed financial decisions and achieve their long-term goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Alex Davison is dedicated to providing personalized and comprehensive financial guidance.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 1705 Central Avenue in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions tailored to meet the unique needs of its clients. Whether you are looking for retirement planning, asset management, or financial advice, the experienced professionals at Raymond James Financial Services are dedicated to helping you achieve your financial goals.
1705 Central Ave, Albany, NY 12205, United States -
Philip Madonna - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPhilip Madonna is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Philip Madonna is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Deborah Christopher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDeborah Christopher is a financial advisor at Ameriprise Financial Services, LLC, located at 4 Atrium Drive in Albany, New York, United States. With a focus on your individual goals and risk tolerance, Deborah provides investment, asset allocation, and portfolio recommendations to help you achieve your financial goals, whether it's retirement, education, or a major purchase. Regular meetings are held to review and analyze your progress, update your approach as needed, and track your progress towards your goals. Through Ameriprise's online platform, you can access your investments and accounts from any device securely. Deborah also offers solutions for insurance needs such as health, life, disability, income, and long-term care insurance to protect yourself and your loved ones from unexpected events.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Sasa Mirkovic is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone looking for guidance on financial decision-making, Sasa Mirkovic has the expertise to help you navigate the complexities of financial planning. Contact them today to learn more about how they can assist you in achieving your financial goals.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Matthew Gentile - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Gentile is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road, Albany, New York, United States. Matthew holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Matthew's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and more. As an experienced financial advisor, Matthew is committed to providing comprehensive and personalized financial advice to his clients. Contact Matthew Gentile at Ameriprise Financial Services, LLC for all your financial planning needs.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. Scott Miller holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in various financial areas, Scott Miller is dedicated to providing tailored financial solutions to clients, including small business owners, retirees, high net worth individuals, and those planning for retirement. Whether you are seeking advice on investments, insurance products, estate planning, or retirement income strategies, Scott Miller is equipped with the expertise and qualifications to guide you through the complexities of financial planning.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Ralph Lemme - UBS Financial Services Inc.
● OpenRalph Lemme - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, wealth management, or retirement planning, Ralph Lemme - UBS Financial Services Inc. is here to assist you every step of the way. Trust us to provide personalized solutions tailored to your specific needs and financial objectives.
8 Southwoods Blvd Suite 207, Albany, NY 12211, United States -
Robert Wright - UBS Financial Services Inc.
● OpenRobert 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.
8 Southwoods Blvd Suite 207, Albany, NY 12211, United States -
Norvest Financial Services Inc
● OpenNorvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.
930 Albany Shaker Rd # 101, Latham, NY 12110, United States -
First New York Retirement and Investment Services
● ClosedFirst New York Retirement and Investment Services, located at 2 Wall Street in Albany, New York, is a finance institution offering a comprehensive financial management program through LPL Financial. This program is designed to help individuals organize their financial affairs and plan for the future. Members can take advantage of consultations at no cost or obligation. The financial professionals at First New York Retirement and Investment Services are registered representatives with LPL Financial, offering securities and advisory services. Insurance products are also available through LPL or its licensed affiliates. Please note that First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are available to First New York members. Visit our office at First New York headquarters to learn more about our Financial Professionals. Please be aware that the LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For more information, please visit our website or contact us directly.
2 Wall St suite 1, Albany, NY 12205, United States -
S.M. Miller & Associates - Ameriprise Financial Services, LLC
● ClosedS.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.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Scott Gordon - Prudential Financial
● OpenScott Gordon - Prudential Financial is a well-established finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong reputation for providing top-notch financial and insurance services, the institution is known for its expertise in helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the professionals at Scott Gordon - Prudential Financial are dedicated to providing personalized solutions tailored to your specific needs. Visit them today to start planning for a secure financial future.
125 Wolf Rd Suite 507, Albany, NY 12205, United States -
Daniel Harney - Prudential Financial
● ClosedDaniel Harney - Prudential Financial is a reputable finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Daniel Harney - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a commitment to excellence and a track record of success, this institution is a trusted partner for all your financial needs.
125 Wolf Rd Suite 507, Albany, NY 12205, United States -
Alissa Quinn - UBS Financial Services Inc.
● OpenAlissa Quinn - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, Alissa Quinn - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to assist clients in making informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Alissa Quinn - UBS Financial Services Inc. is committed to helping you secure a stable financial future.
8 Southwoods Blvd Suite 207, Albany, NY 12211, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 14 Corporate Woods Boulevard in Albany, New York, United States. With a reputation for providing top-notch financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored advice to each client, ensuring they receive the best possible financial guidance. Whether you are looking to invest, plan for retirement, or manage your assets, LPL Financial is committed to helping you navigate the complex world of finance with confidence and peace of mind.
14 Corporate Woods Blvd, Albany, NY 12211, United States -
Robert E. Lane, CPWA - UBS Financial Services Inc.
● OpenRobert E. Lane, CPWA - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in wealth management, Robert E. Lane and his team offer personalized financial services to help clients achieve their financial goals. With a focus on comprehensive planning and investment strategies, they strive to provide top-notch financial guidance and expertise to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your investments, Robert E. Lane, CPWA - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.
8 Southwoods Blvd Suite 207, Albany, NY 12211, United States -
Kenneth White - UBS Financial Services Inc.
● OpenKenneth White - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our institution offers personalized solutions tailored to your individual needs. Trust Kenneth White - UBS Financial Services Inc. to provide you with the expertise and guidance needed to secure a stable financial future.
8 Southwoods Blvd Suite 207, Albany, NY 12211, United States -
John G. Walsh - UBS Financial Services Inc.
● OpenJohn G. Walsh - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at John G. Walsh - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, this institution is committed to providing personalized financial advice and guidance tailored to your specific needs.
8 Southwoods Blvd Suite 207, Albany, NY 12211, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a renowned finance institution located at 4 Atrium Drive in Albany, New York, United States. With a strong presence in the financial industry, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals are 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, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.
4 Atrium Dr, Albany, NY 12205, United States -
AlbanyAdvisor Group
● ClosedAlbany 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.
20 Corporate Woods Blvd 4th Floor, Albany, NY 12211, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 677 Broadway in Albany, New York. Known for its exceptional financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. With a strong reputation for reliability and expertise in the financial industry, Charles Schwab is a trusted partner for those seeking sound financial advice and guidance.
677 Broadway, Albany, NY 12207, United States -
Steward Partners global Advisory, LLC
● ClosedSteward Partners Global Advisory, LLC is a finance institution located at 677 Broadway in Albany, New York, United States. They offer a wide range of financial advisory services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Steward Partners Global Advisory, LLC provides personalized strategies and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Steward Partners Global Advisory, LLC is dedicated to helping you succeed.
677 Broadway, Albany, NY 12207, United States -
Atlas Private Wealth Management, LLC
● ClosedAtlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.
3 Atrium Dr Suite 265, Albany, NY 12205, United States
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