Business management tools in Latham, NY
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Pro Desk at The Home Depot
● ClosedPro Desk at The Home Depot in Latham, New York is a specialized store that caters to professionals in the construction and home improvement industry. Located at 579 Troy-Schenectady Road, this institution offers a wide range of products and services specifically designed to meet the needs of contractors, builders, and tradespeople. With knowledgeable staff and a vast inventory of high-quality tools, materials, and supplies, Pro Desk at The Home Depot is the go-to destination for professionals looking to complete their projects efficiently and effectively. Whether you are a seasoned contractor or a DIY enthusiast, this institution provides the expertise and resources needed to get the job done right.
579 Troy-Schenectady Rd, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor John M Daniels
● ClosedMerrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.
26 Century Hill Dr, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor Becky M Sciortino
● ClosedMerrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.
26 Century Hill Dr, Latham, NY 12110, United States -
TD Ameritrade
● ClosedTD 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.
677 Broadway, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Daniel S Sullivan
● ClosedMerrill Lynch Financial Advisor Daniel S Sullivan is a prestigious finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is known for its exceptional client service and has been recognized by Forbes for its outstanding wealth management teams and next-generation wealth advisors. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach tailored to their needs. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop personalized plans centered on each client's goals. The advisors at Merrill Lynch are committed to helping clients achieve their financial goals and stay on track, no matter how their life and the markets may change. With a focus on understanding each client personally, Merrill Lynch Financial Advisor Daniel S Sullivan offers customized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
26 Century Hill Dr, Latham, NY 12110, United States -
Charted Wealth
● ClosedCharted Wealth is a leading finance institution located at 8 Airport Park Boulevard in Latham, New York. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through personalized wealth management services. With a focus on investment strategies, retirement planning, and asset protection, we strive to provide our clients with the tools and guidance needed to secure their financial future. Trust Charted Wealth to navigate the complexities of the financial world and help you chart a course towards financial success.
8 Airport Park Blvd, Latham, NY 12110, United States -
Graves Brothers Home Improvement
● OpenWelcome to Graves Brothers Home Improvement, your trusted partner for all your roofing and home improvement needs in Syracuse, New York. Located at 3200 Court Street, Syracuse, NY 13206, we have been serving the community with excellence since 1977. As a premier general and roofing contractor, we pride ourselves on delivering top-quality workmanship to both residential and commercial clients. With over 40 years of experience, our expert staff is dedicated to ensuring your project is completed on time and within budget, always putting your needs first. Our commitment to quality and customer satisfaction has earned us numerous recognitions and certificates, making us the go-to choice for home improvement in New York.
3200 Court Street, Syracuse, New York 13206, United States -
Graves Brothers Home Improvement
● OpenWelcome to Graves Brothers Home Improvement, your premier roofing and home improvement contractor located at 520 White Plains Road, Suite 500, Tarrytown, New York 10591. With over 40 years of experience, we have been proudly serving homes and businesses with top-quality workmanship and a commitment to excellence. Our expert staff is dedicated to ensuring your project is completed on time and within budget, always putting your needs first. At Graves Brothers, we offer a comprehensive range of services to enhance your property. Whether you're looking to install a new roof, upgrade your home siding, or explore solar energy solutions to reduce or eliminate your electric bill, our team has the expertise and tools to help you stand out. Our free home audits are designed to make your home more comfortable, safe, and energy-efficient.
520 White Plains Road, Tarrytown, New York 10591, United States
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