Business financial planning tools in Albany, New York

Bell Financial is a finance institution located at 2 Pine West Plaza in Albany, New York, United States. We specialize in designing, implementing, and maintaining customized financial plans to help individuals, families, and business owners achieve their financial goals. Our team thoroughly assesses and analyzes your complete financial situation to ensure our strategy aligns with your values, needs, and long-term aspirations. Whether you are a client of our firm or a visitor, we are delighted to have you here on the Bell Financial website. We invite you to explore the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Our website serves as a valuable resource and tool for all your financial needs.

Commonwealth Financial Network is a finance institution located at 2 Executive Park Drive in Albany, New York, United States. As an independent financial advisor, you can realize your vision with Commonwealth, a partner that prioritizes your needs and provides sophisticated solutions, specialized consulting, and intuitive tools. In 2023, we recruited $15.9 billion in assets, reaching new heights. Our 2024 Outlook survey examines the economy and markets for the year ahead. Whether you are growing an existing practice or exploring independence for the first time, Commonwealth offers innovative strategies to give you a competitive advantage. Affiliating with us as your own RIA or through our corporate RIA provides personalized consulting, operations, and compliance to optimize your business. Our comprehensive capabilities and supportive partner are dedicated to your success. Join Commonwealth and receive valuable resources to help you manage the economics and risks of entrepreneurship, as well as strategies for marketing your new business. Take control of your growth path and transform unpredictability into growth with our high-touch service. Commonwealth's emphasis on investment management and financial planning, along with a supportive culture, allows you to create the firm and client experience you desire. Plan for the sunset of the TCJA and consider irrevocable Medicaid trusts to protect assets. With women expected to control more wealth in the future, ensure your firm supports and retains women advisors. Connect with Becca, managing principal and chief business development officer at Commonwealth, to learn more about our story and how we can support 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.

UBS Financial Services Inc. is a leading financial institution located at 8 Southwoods Boulevard in Albany, New York, United States. As a premier provider of financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. With a commitment to excellence and a focus on client satisfaction, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial futures.

Welcome to the Bank of America Financial Center located at 900 Central Avenue in Albany, New York. As a leading bank and financial institution in the United States, we are committed to providing top-notch financial services to our customers. Whether you need assistance with personal banking, loans, investments, or business services, our knowledgeable staff is here to help. Visit us today to experience the convenience and expertise that Bank of America has to offer.

The Bank of America Financial Center located at 69 State Street in Albany, New York, is a leading institution in the world of banking and finance. With a strong reputation for providing excellent customer service and a wide range of financial products and services, this branch is a trusted destination for individuals and businesses alike. Whether you're looking to open a checking account, apply for a loan, or seek investment advice, the knowledgeable staff at the Bank of America Financial Center are ready to assist you in achieving your financial goals. Visit us today and experience the convenience and expertise that sets us apart from the rest.

TD Ameritrade is a leading financial institution located at 677 Broadway in Albany, New York. As a prominent player in the finance industry, TD Ameritrade offers a wide range of investment services including online trading, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their finances effectively. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and resources needed to help you achieve your financial goals.

Homestead Funding Corp, led by Douglas Seder, MBA, NMLS# 55968, is a finance institution located at 8 Airline Drive in Albany, New York, United States. As the Sales Manager for the Corporate Albany Office, Douglas Seder is a Licensed Loan Originator and the leader of the Seder Team. With over 15 years of experience at Homestead Funding, he is dedicated to providing efficient and cost-effective home financing solutions for clients in New York and Vermont. Doug's expertise, professionalism, and educational background enable him to guide clients through the home financing process with ease, ensuring they reach closing on the best possible terms in the shortest time frame. The Seder Team's commitment to excellence and personalized approach make working with them a pleasure for both customers and professional colleagues.

Homestead Funding Corp, headed by Flo Bouchard, is a finance institution located at 8 Airline Drive in Albany, New York, United States. Please note that the information provided by our payment calculator is for planning and educational purposes only. The interest rate, APR, and payment amount may vary based on the specific terms of the loan selected, verification of information, your credit history, the location and type of property, and other factors. The displayed costs are not necessarily all inclusive and can vary based on numerous factors. Rates are subject to change without notice. Our tool output is not a loan offer or solicitation, nor is it financial or legal advice and should not be used as your sole source of information. We are licensed in Vermont and are a Licensed Mortgage Banker regulated by the NYS Department of Financial Services.

The Internal Audit department at Empire St Plz Agncy Bld1 in Albany, New York, United States is dedicated to ensuring compliance and effectiveness within the health sector. Our team conducts thorough reviews and assessments of financial records, operational processes, and risk management practices to identify areas for improvement and ensure the organization is operating efficiently and in accordance with regulations. With a focus on transparency and accountability, we strive to safeguard the integrity and reputation of the institution while promoting a culture of continuous improvement.

Milliman is a leading global insurance agency located at 250 Washington Avenue Extension in Albany, New York, United States. They offer intelligent digital solutions to help improve outcomes, manage costs, and solve healthcare challenges. With a focus on innovative insurance solutions, operational health, and compliance, Milliman helps clients deliver on promises and create smart solutions for the future. With a history dating back to 1947, Milliman has a track record of managing complex risks using data-driven insights and deep industry experience. They welcome diverse perspectives and ideas, driving positive change for people and communities worldwide. Their expertise in retirement funding, healthcare financing, risk management, data analytics, and business transformation sets them apart as a trusted partner for organizations tackling critical issues.

Vangor Cornell S CPA is a reputable accounting and finance institution located at 4295 Albany Post Road in Hyde Park, New York, United States. With a team of experienced and knowledgeable CPAs, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or business consulting, Vangor Cornell S CPA is dedicated to providing the highest level of service and expertise to meet your needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

Discount EDGAR is a finance institution located at 125 Wolf Road in Albany, New York. We specialize in providing discounted access to the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR) for individuals and businesses looking to access and analyze financial documents filed with the Securities and Exchange Commission (SEC). Our services allow our clients to stay informed and make informed financial decisions.

Schwartz Heslin Group Inc is a reputable institution located at 743 Old Albany Shaker Road in Latham, New York, United States. This company offers top-notch consulting services in the areas of strategic planning, organizational development, and executive coaching. With a team of experienced professionals, Schwartz Heslin Group Inc is dedicated to helping businesses achieve their goals and maximize their potential. Their proven track record and commitment to excellence make them a trusted partner for companies looking to drive success and growth.

CFO for Hire is a leading accounting and finance institution located in Albany, New York. Our team of experienced CFOs are available to provide expert financial guidance and support to businesses of all sizes. Whether you need help with financial planning, budgeting, or strategic decision-making, our professionals are here to help. Visit us at 26 Computer Drive West to learn more about how CFO for Hire can benefit your business.

The Alanus Cooperus Group is a prestigious finance institution located at 350 Northern Boulevard in Albany, New York, United States. Known for its expertise in financial services, the institution offers a wide range of investment options, financial planning, and wealth management services to its clients. With a team of experienced professionals and a commitment to excellence, the Alanus Cooperus Group is dedicated to helping individuals and businesses achieve their financial goals.

Teal, Becker & Chiaramonte, CPAs P.C. is a renowned accounting and finance institution located at 7 Washington Square in Albany, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, consulting, and financial advisory. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.

Reid Quality Tax Services is a reputable accounting and finance institution located at 600 Central Avenue in Albany, New York, United States. With a team of experienced professionals, we offer top-quality tax services to individuals and businesses alike. Our services include tax preparation, planning, and consulting to ensure our clients maximize their financial potential. Trust Reid Quality Tax Services for all your accounting and finance needs.

Ready CFO is a leading accounting and finance institution located at 595 Loudon Road in Albany, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to businesses of all sizes. Whether you need help with budgeting, financial reporting, or tax preparation, Ready CFO has the expertise to help you reach your financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

FastCloud Global is a leading accounting and finance institution located at 90 State Street in Albany, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help businesses and individuals manage their finances effectively. Our expertise in accounting and finance allows us to offer tailored solutions to meet the unique needs of our clients. Whether you need help with tax preparation, financial planning, or investment management, FastCloud Global is here to support you every step of the way. Trust us to provide reliable and efficient financial services to help you achieve your financial goals.

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, 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.

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:

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.

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.

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.

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.

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.

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.

Welcome to NBT Bank, your trusted financial partner located at 399 East Albany Street, Herkimer, New York. As a leading provider of comprehensive banking and financial services, we are dedicated to meeting the diverse needs of our community. Whether you’re opening a savings account, applying for a loan, or looking for personalized financial advice, our experienced team is here to assist you every step of the way. Our convenient location features state-of-the-art ATMs and a welcoming branch environment to ensure your banking experience is seamless and efficient. Visit us today and discover why NBT Bank is the preferred choice for individuals and businesses alike in Herkimer. Your financial success is our priority.