The 30 Best Business financial planning in Albany, New York
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Homestead Funding Corp: Joe Delorenzo | NMLS# 57244
Homestead Funding Corp, led by Joe Delorenzo, NMLS# 57244, is a reputable finance institution located at 8 Airline Drive, Albany, New York, United States. This institution offers a variety of loan options and financial services to help clients achieve their goals. Please note that the information provided by the payment calculator is for planning and educational purposes only, and actual rates may vary based on individual circumstances. Homestead Funding Corp is a licensed Mortgage Banker regulated by the NYS Department of Financial Services. Contact us today for personalized financial solutions tailored to your needs.
Directors Choice Credit Union
Directors Choice Credit Union, located at 1 South Family Drive in Albany, New York, is a trusted financial institution that offers a range of services to help you manage your finances. In observance of Good Friday, our office will be closing at 1:00 PM on Friday March 29, 2024. If you have high-interest debt, we can help you consolidate it into one manageable monthly payment. Plus, receive a loan discount when setting up automatic monthly payments on new loans. At Directors Choice Credit Union, we believe in the strength of partnership - we are stronger together.
CAP COM Federal Credit Union
CAP COM Federal Credit Union is a trusted financial institution located at 341 New Karner Road in Albany, New York, United States. As a credit union, CAP COM offers a wide range of financial services including savings accounts, loans, and investment options. Additionally, they provide convenient ATM services for members to access their funds easily. With a commitment to helping members achieve their financial goals, CAP COM Federal Credit Union is a reliable choice for all your banking needs.
Homestead Funding Corp: Kristen L. Brooke | NMLS# 53966
Homestead Funding Corp, led by Kristen L. Brooke, NMLS# 53966, is a finance institution located at 8 Airline Drive, Albany, New York, United States. Kristen is a Licensed Loan Originator with a background in Business Administration and a passion for helping clients achieve their financial goals. With years of experience in the mortgage industry, Kristen works diligently to provide the most affordable and effective mortgage programs for her clients. She is committed to creating a seamless and accessible process for all her clients, serving as a trusted lender throughout their lives. In her free time, Kristen enjoys spending time with her family and giving back to local children's athletic programs. Please note that the information provided by the institution's calculator is for planning and education purposes only, and actual rates may vary based on specific loan terms and other factors. Homestead Funding Corp is a Licensed Mortgage Banker regulated by the NYS Department of Financial Services.
Broadview Federal Credit Union
Broadview Federal Credit Union is a financial institution located at 655 Patroon Creek Boulevard in Albany, New York. As a credit union, Broadview offers a range of financial services including savings accounts, loans, and investment options. Customers can also access their accounts through the institution's ATM services. With a commitment to providing personalized and convenient financial solutions, Broadview Federal Credit Union is dedicated to helping its members achieve their financial goals.
M&T Bank
M&T Bank, located at 125 Wolf Road in Albany, New York, is a full-service financial institution offering a wide range of personal and commercial banking solutions. Our branch on Wolf Road is ready to assist you with all your financial needs, whether you're looking to open a new account, apply for a loan, or explore business banking options. With over 1,000 branches and 1,700 ATMs, we are committed to providing convenient and personalized service to customers across the Northeastern United States. Our dedicated team of bankers is here to guide you through the process and help you achieve your financial goals. Visit us today and experience the M&T Bank difference.
Loan Till Payday Online
Loan Till Payday Online is a financial service provider located in Albany, NY, specializing in connecting consumers with a network of available lenders who may be able to assist with their financial needs. The business operates primarily as a lead generation service, which means it helps facilitate connections between borrowers and lenders but does not directly engage in lending activities or make credit decisions. Important Information:
Phillips Lytle LLP: Zarlock Preston L
Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.
Aflac: Jennie Russo
Welcome to Aflac: Jennie Russo, your trusted insurance agency located at 4802 Burrstone Road, Syracuse, New York 13215. We are dedicated to providing you with an extra layer of protection for life’s unexpected challenges. At Aflac, we understand that accidents and health issues can arise at any moment, which is why we offer a wide range of insurance policies designed to give you confidence and peace of mind. Our services include cash benefits for covered accidents, helping to ease the financial burden during difficult times. Whether it’s a positive diagnosis or a serious health event, Aflac is here to support you, allowing you to focus on recovery instead of worrying about expenses. We offer essential financial protection, ensuring that the people who matter most in your life are taken care of.
Stephen R Connors - Aflac Insurance Agent
Welcome to Stephen R Connors - Aflac Insurance Agent, your trusted partner in supplemental insurance solutions. Located at 223 Caroline Avenue, Solvay, New York, our agency is dedicated to helping you manage the expenses that traditional health insurance does not cover. At Aflac, we understand that health insurance alone may not suffice in times of unexpected health challenges. That’s where we step in to provide financial peace of mind. Our range of supplemental insurance policies is designed to help you navigate through life's unexpected moments with confidence. From aiding in emergency treatments and coping with the financial burden of cancer to covering critical illness expenses and final life expenses, Aflac offers comprehensive support for you and your loved ones. We also offer policies for your pets, ensuring every family member is protected.
Skeele Insurance Agency
Welcome to Skeele Insurance Agency, your trusted partner in safeguarding what matters most. Located at 1715 Albany Street, DeRuyter, New York, our agency has proudly served upstate New York for over 60 years. Founded by Col. Charles W. Skeele, we have grown from a single location to a six-location agency, delivering personalized insurance solutions to individuals and businesses alike. As a fourth-generation, family-owned and operated independent insurance agency, we represent dozens of top-rated regional and national companies. This independence allows us to tailor insurance plans that offer the right coverage and the best value for your unique needs.
AmeriCU Credit Union
Welcome to AmeriCU Credit Union, located at 82 Albany Street in the charming village of Cazenovia, New York. As a trusted financial institution, we are dedicated to providing exceptional banking, finance, and insurance services to our community. Our team of experienced professionals is committed to helping you achieve your financial goals with personalized solutions tailored to your needs. At AmeriCU Credit Union, we offer a comprehensive range of services, including savings and checking accounts, loans, mortgages, and investment opportunities. We also provide a variety of insurance products to ensure that you and your assets are well-protected. Our customer-centric approach ensures that you receive the guidance and support necessary to make informed financial decisions.
Community Bank, N.A.
Welcome to Community Bank, N.A., your trusted financial partner located at 48 Albany Street, Cazenovia, New York 13035. As a full-service financial institution, we offer a wide array of services including ATMs, banking, and financial solutions tailored to meet your needs. Our commitment to exceptional customer service sets us apart, ensuring you receive personalized attention and guidance every step of the way. Looking to share some happiness? Refer a friend to open a checking account with us and receive a $10 eGift card as a token of our appreciation.
Dark Horse Wealth
Welcome to Dark Horse Wealth, your trusted partner in financial success, located at 51 Albany Street, Cazenovia, New York. At Dark Horse Wealth, we are dedicated to empowering individuals and businesses to achieve their financial goals through personalized, strategic financial planning and investment management services. Our team of experienced financial advisors is committed to understanding your unique financial situation and crafting tailored solutions that align with your aspirations. Whether you're planning for retirement, navigating complex investment landscapes, or seeking to grow and protect your wealth, we are here to guide you every step of the way. Discover the difference with Dark Horse Wealth, where your financial future takes the lead. Visit us today and take the first step towards a more secure and prosperous tomorrow.
M&T Bank ATM
Welcome to M&T Bank ATM in Cazenovia, conveniently located at 43 Albany Street, Cazenovia, New York 13035. Our branch is designed to cater to all your financial needs with the utmost convenience. With ATMs available 24/7, you can access your accounts anytime, ensuring seamless banking at any hour. At M&T Bank, we take pride in offering personalized service through our experienced personal bankers, who are ready to assist you with a variety of financial services. Whether you're looking to open a checking or savings account, apply for a mortgage, home equity line of credit, or auto loan, or find the right credit card, our team is here to guide you every step of the way. We are committed to helping you find the best terms and rates to suit your financial goals.
KeyBank
Welcome to KeyBank, your trusted financial partner located at 138 Albany Street in the heart of Cazenovia, New York. At KeyBank, we are committed to providing exceptional banking and financial services tailored to meet the needs of our community. Whether you're looking to manage your personal finances, explore mortgage options, or need assistance with business banking, our experienced team is here to help you every step of the way. Our Cazenovia branch offers a full range of services including personal and business banking, loans, investment advice, and a convenient ATM for your everyday transactions. We pride ourselves on delivering personalized solutions and expert guidance to help you achieve your financial goals.
Willard Insurance Group Services Inc
Welcome to Willard Insurance Group Services Inc, your trusted insurance agency located in the heart of Cazenovia, New York. Situated at 114 Albany Street, our dedicated team is committed to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Willard Insurance Group Services Inc, we understand that navigating the world of insurance can be complex. That's why we strive to simplify the process by offering a wide range of coverage options, including auto, home, life, health, and business insurance. Our experienced agents work closely with you to assess your needs and provide expert guidance, ensuring you have the right protection at the best value.
H.G. Ellis Agency, Inc
Welcome to H.G. Ellis Agency, Inc., your trusted insurance partner located in the heart of Cazenovia, New York. Situated at 72 Albany Street, our agency is dedicated to providing personalized insurance solutions to meet the diverse needs of our community. With years of experience in the industry, we pride ourselves on our commitment to exceptional customer service and our ability to offer comprehensive coverage options tailored to your specific requirements. Whether you're seeking auto, home, life, or business insurance, our knowledgeable team is here to guide you every step of the way. At H.G. Ellis Agency, Inc., we understand the importance of protecting what matters most to you, and we're here to ensure you have peace of mind for the future. Visit us today and discover the difference of working with a local agency that truly cares.
OneGroup
Welcome to OneGroup Insurance Agency Located at 48 Albany Street, Cazenovia, New York, OneGroup is your trusted partner in comprehensive insurance solutions. As a leading insurance agency, we offer a wide array of services tailored to meet both your personal and business needs. Our mission is to provide you with the peace of mind that comes from knowing you are fully protected by the best coverage available.
The Sovik Group
Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs. Founded by Charlie Sovik in 2007, our agency specializes in Health, Life, Disability, and Medicare Insurance alongside a range of investment programs. With over three decades of experience in the financial sector, Charlie began his career in 1988 and has built a solid reputation as an independent financial representative, including 26 years with Leigh Baldwin & Co., LLC. As a 1989 graduate of St. Lawrence University with a major in Economics, Charlie brings a wealth of knowledge and expertise to the table. His commitment to fostering lasting relationships with clients and local business leaders throughout Central New York (CNY) is at the heart of our mission.
McDowell Insurance Agency
Welcome to McDowell Insurance Agency, your trusted partner in securing a brighter and more secure future. Conveniently located at 133 Albany Street in the charming town of Cazenovia, New York, we pride ourselves on providing personalized insurance solutions tailored to meet the unique needs of our community. Our experienced team is dedicated to offering a comprehensive range of insurance services, including auto, home, life, and business coverage. At McDowell Insurance Agency, we understand that peace of mind is invaluable, which is why we work diligently to ensure our clients are protected against life’s uncertainties. Visit us today and experience the commitment, expertise, and personal touch that have made us a cornerstone of Cazenovia for years. Your security is our priority.
The Bonadio Group
Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.
Paul Giangreco - Aflac Insurance Agent
Welcome to Paul Giangreco - Aflac Insurance Agent, located at 1412 Sweet Home Road, Amherst, New York 14228. As a trusted insurance agency, we are dedicated to providing you with an extra layer of protection for life's unexpected moments. Our comprehensive range of insurance policies ensures that you can feel confident and secure about your coverage. Life can be unpredictable, but with Aflac, you're prepared. Whether it's a sudden accident or a serious health diagnosis, Aflac pays cash benefits directly to you, helping to alleviate financial stress. This allows you to focus on what truly matters—your recovery and well-being.
H&R Block
Welcome to H&R Block, your trusted partner for accounting and financial services located at 138 Albany Street, Cazenovia, New York. At H&R Block, we are dedicated to providing excellent financial solutions tailored to meet your unique needs. Our team of experienced professionals offers a wide range of services, including tax preparation, bookkeeping, payroll, and financial planning. Whether you're an individual seeking assistance with your personal taxes or a business in need of comprehensive financial management, we are here to help you navigate the complexities of finance with ease and confidence. Visit us today and experience our commitment to accuracy, reliability, and exceptional customer service. Let H&R Block be your go-to resource for all your accounting and financial needs.
Michele Zrelak - Aflac Insurance Agent
Welcome to Michele Zrelak - Aflac Insurance Agent, your trusted partner in providing comprehensive insurance solutions in Suffern, New York. Located at 16 River Road, we are dedicated to helping you add an extra layer of protection for life's unexpected moments. At our agency, we understand that accidents happen and a positive diagnosis can change everything. That's why we offer a wide range of insurance policies designed to help you feel confident about your coverage. Our services include cash benefits for covered accidents and serious health events, allowing you to focus on recovery rather than financial stress. With Aflac, you can provide essential financial protection for those who matter most in your life. We offer coverage to help with deductibles, co-pays, and other out-of-pocket expenses due to a covered hospital stay.
Trustco Bank
Welcome to Trustco Bank, your reliable financial partner located at 100 Clearbrook Road, Elmsford, New York 10523. As a trusted institution in the banking, finance, and ATM sectors, we pride ourselves on delivering exceptional Home Town service to our valued customers. With over 120 years of experience, we offer innovative banking products and solutions designed to help you achieve your financial goals in an ever-changing rate environment. At Trustco Bank, we are committed to supporting our community and empowering individuals through our comprehensive range of services. From mortgage applications you can start at home to state-of-the-art mobile banking with remote deposit capabilities, we make banking convenient and accessible. As part of the Allpoint ATM Network, our customers enjoy access to over 55,000 surcharge-free ATMs, ensuring ease and flexibility wherever you are.
Angela Montenegro - Aflac Insurance Agent
Welcome to Angela Montenegro - Aflac Insurance Agent, your trusted partner in safeguarding what matters most. Located at 5 West Main Street, Elmsford, New York, 10523, we are dedicated to providing comprehensive insurance solutions tailored to your unique needs. Life is full of unexpected moments, and we're here to help you navigate them with confidence. Our wide range of insurance policies offers an extra layer of protection, ensuring you and your loved ones are covered when life's speed bumps arise. From accidents to serious health diagnoses, Aflac provides cash benefits to ease financial burdens, so you can focus on recovery and peace of mind.
Trustco Bank
Welcome to Trustco Bank, your trusted financial partner located at 220E East Hartsdale Avenue, Hartsdale, New York. As a cornerstone of the community since 1902, we are committed to providing exceptional "Home Town" service to our customers while supporting our employees in the neighborhoods we serve. Recognized as the Best Small Bank in New York State by Newsweek and voted #1 Bank in the Capital District by the Times Union, Trustco Bank is dedicated to offering reliable and innovative banking solutions. Our extensive range of services includes personal and business banking, mortgage solutions, and a variety of investment options like Individual Retirement Accounts (IRAs) with flexible terms. Whether you're buying or building a home, or in need of a home equity credit line, our knowledgeable staff is here to guide you every step of the way, offering competitive rates and no hidden fees.
Aflac Insurance Agent: Vincent J Krill
Welcome to Aflac Insurance Agent: Vincent J Krill, your trusted partner in providing comprehensive insurance solutions located at 1 Blue Hill Plaza, Pearl River, New York 10965. As a dedicated insurance agency, we understand that life is full of unexpected moments, and we're here to help you navigate them with confidence. Our wide range of insurance policies is designed to add an extra layer of protection for life's speed bumps, ensuring you and your loved ones have peace of mind. Whether you're dealing with an accident, a serious health diagnosis, or a hospital stay, Aflac pays cash benefits to help cover deductibles, co-pays, and other out-of-pocket expenses, so you can focus on what truly matters—your recovery and well-being.
Sandra Albanese - Aflac Insurance Agent
Welcome to Sandra Albanese - Aflac Insurance Agent, your trusted partner in safeguarding your future. Conveniently located at 20 Arlington Road, Scarsdale, New York 10583, we specialize in providing a comprehensive range of insurance policies designed to add an extra layer of protection against life's unexpected challenges. At Sandra Albanese - Aflac Insurance Agent, we understand that accidents and health issues can significantly impact your financial stability. That's why we offer Aflac’s unique cash benefits for covered accidents and positive diagnoses, helping you focus on recovery rather than financial stress. Whether you're dealing with hospital stays, deductibles, or co-pays, Aflac is here to help alleviate your out-of-pocket expenses.
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