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Business wealth transfer in Albany, New York

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  • 1
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  • 5 1
    #1

    Wealth Strategies Group

    ● Closed
    Latham, NY 12110, United States
    518-220-4242
    wealthstrategiesgrp.com

    Wealth Strategies Group is a leading insurance agency located in Latham, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our clients.

    Insurance Agency
    Details
  • 5 2
    #2

    Moroukian Wealth Management Group

    ● Open
    5 Computer Dr W, Albany, NY 12205, United States
    518-453-1200
    moroukianwealthmg.com

    Moroukian Wealth Management Group is a premier financial institution located at 5 Computer Drive West in Albany, New York.

    Financial Service
    Details
  • 5 1
    #3

    Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    4 Atrium Dr # 200, Albany, NY 12205, United States
    518-949-2039
    ameripriseadvisors.com

    Scott 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.

    Photo of Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC - 4 Atrium Drive, Albany, NY 12205, USA Photo of Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC - 4 Atrium Drive, Albany, NY 12205, USA
    Financial Service
    Details
  • 3 2
    #4

    Merrill Lynch Wealth Management

    ● Closed
    69 State St, Albany, NY 12207, United States
    518-462-8300
    local.ml.com

    Merrill Lynch Wealth Management, located at 69 State Street in Albany, New York, is a finance institution dedicated to working with individuals, families, business owners, executives, and institutions in both rising and turbulent markets.

    Photo of Merrill Lynch Wealth Management - 69 State Street, Albany, NY 12207, USA
    Financial Service
    Details
  • #5

    John Gigliello, Albany Financial Group

    ● Closed
    80 Wolf Rd #301, Albany, NY 12205, United States
    518-786-3300
    jgigliello.com

    John Gigliello, Albany Financial Group is a leading finance institution located at 80 Wolf Road in Albany, New York, United States.

    Photo of John Gigliello, Albany Financial Group - 80 Wolf Road, Albany, NY 12205, USA Photo of John Gigliello, Albany Financial Group - 80 Wolf Road, Albany, NY 12205, USA
    Financial Service
    Details
  • #6

    Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    80 Wolf Rd First Floor, Albany, NY 12205, United States
    518-459-5500
    ameripriseadvisors.com

    Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States, is a finance institution specializing in providing comprehensive wealth management services.

    Photo of Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC - 80 Wolf Road, Albany, NY 12205, USA Photo of Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC - 80 Wolf Road, Albany, NY 12205, USA
    Financial Service
    Details
  • #7

    Teri Schuerlein - RBC Wealth Management Financial Advisor

    ● Open
    455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States
    518-432-5170
    us.rbcwealthmanagement.com

    Teri Schuerlein is a highly experienced and trusted financial advisor at RBC Wealth Management located in Albany, New York.

    Photo of Teri Schuerlein - RBC Wealth Management Financial Advisor - 455 Patroon Creek Boulevard, Albany, NY 12206, USA
    Financial Service
    Details
  • 5 99
    #8

    Bryant Asset Protection, A Division of World

    ● Closed
    1280 New Scotland Rd, Slingerlands, NY 12159, United States
    518-439-1141
    locations.worldinsurance.com

    Bryant Asset Protection, A Division of World, is an esteemed insurance agency located at 1280 New Scotland Road in Slingerlands, New York, United States.

    Photo of Bryant Asset Protection, A Division of World - 1280 New Scotland Road, Slingerlands, NY 12159, USA Photo of Bryant Asset Protection, A Division of World - 1280 New Scotland Road, Slingerlands, NY 12159, USA Photo of Bryant Asset Protection, A Division of World - 1280 New Scotland Road, Slingerlands, NY 12159, USA
    Insurance Agency
    Details
  • 4.9 29
    #9

    Rosemont Financial Group

    ● Closed
    18 Corporate Woods Dr, Albany, NY 12211, United States
    518-621-7173
    rosemontfg.com

    Rosemont Financial Group is a leading finance institution located at 18 Corporate Woods Drive in Albany, New York, United States.

    Photo of Rosemont Financial Group - 18 Corporate Woods Drive, Albany, NY 12211, USA
    Financial Service
    Details
  • 5 3
    #10

    Accumera LLC

    ● Closed
    10 Colvin Ave Suite 101, Albany, NY 12206, United States
    518-937-9117
    accumera.com

    Accumera LLC is a leading financial institution located at 10 Colvin Avenue in Albany, New York, United States.

    Photo of Accumera LLC - 10 Colvin Avenue, Albany, NY 12206, USA Photo of Accumera LLC - 10 Colvin Avenue, Albany, NY 12206, USA Photo of Accumera LLC - 10 Colvin Avenue, Albany, NY 12206, USA
    Details
  • 5 18
    #11

    Razzano Law, PLLC

    ● Closed
    215 Washington Ave Ext, Albany, NY 12205, United States
    518-478-8956
    razzanolaw.com

    Razzano Law, PLLC is a law firm located at 215 Washington Avenue Extension in Albany, New York.

    Photo of Razzano Law, PLLC - 215 Washington Avenue Extension, Albany, NY 12205, USA Photo of Razzano Law, PLLC - 215 Washington Avenue Extension, Albany, NY 12205, USA
    Legal Service
    Details
  • 5 2
    #12

    The Law Offices of Judith A. Flory, PLLC

    ● Open
    421 New Karner Rd Suite 2, Albany, NY 12205, United States
    518-449-1421
    florylaw.com

    The Law Offices of Judith A. Flory, PLLC is a reputable law firm located at 421 New Karner Road in Albany, New York, United States.

    Legal Service
    Details
  • 5 1
    #13

    Louis W. Pierro, Esq. - Pierro Law Group

    ● Closed
    43 British American Blvd, Latham, NY 12110, United States
    518-459-2100
    pierrolaw.com

    Louis W. Pierro, Esq. - Pierro Law Group is a trusted institution located at 43 British American Boulevard in Latham, New York, United States.

    Legal Service Medical Services
    Details
  • 5 2
    #14

    Generations Planning Group, LLC

    ● Closed
    2020 Western Ave, Albany, NY 12203, United States
    518-387-3100
    genplangrp.com

    Generations Planning Group, LLC is a finance institution located at 2020 Western Avenue in Albany, New York, United States. Specializing in insurance planning, they understand the crucial role it plays in overall financial planning success.

    Financial Service
    Details
  • 5 1
    #15

    Wen Ma, CFP

    ● Closed
    423 New Karner Rd Suite 2, Albany, NY 12205, United States
    518-729-8650

    Wen Ma, CFP is a finance institution located at 423 New Karner Road in Albany, New York, United States.

    Photo of Wen Ma, CFP - 423 New Karner Road, Albany, NY 12205, USA Photo of Wen Ma, CFP - 423 New Karner Road, Albany, NY 12205, USA Photo of Wen Ma, CFP - 423 New Karner Road, Albany, NY 12205, USA
    Financial Service
    Details
  • 5 1
    #16

    Daniel Harney - Prudential Financial

    ● Closed
    125 Wolf Rd Suite 507, Albany, NY 12205, United States
    518-512-4730
    prudential.com

    Daniel Harney - Prudential Financial is a reputable finance and insurance agency located at 125 Wolf Road in Albany, New York, United States.

    Financial Service Insurance Agency
    Details
  • 4 5
    #17

    Burke & Casserly, PC

    ● Closed
    255 Washington Ave Ext ste 104, Albany, NY 12205, United States
    518-452-1961
    burkecasserly.com

    Burke & Casserly, PC is a reputable law firm located at 255 Washington Avenue Extension in Albany, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States.

    Photo of Burke & Casserly, PC - 255 Washington Avenue Extension, Albany, NY 12205, USA Photo of Burke & Casserly, PC - 255 Washington Avenue Extension, Albany, NY 12205, USA Photo of Burke & Casserly, PC - 255 Washington Avenue Extension, Albany, NY 12205, USA
    Legal Service
    Details
  • 3.5 8
    #18

    Gabriels Thomas J

    ● Open
    11 N Pearl St #1506, Albany, NY 12207, United States
    518-463-1069

    Gabriels Thomas J is a reputable law firm located at 11 North Pearl Street in Albany, New York. Specializing in various legal matters, the experienced team at Gabriels Thomas J is dedicated to providing top-notch legal services to clients in need.

    Legal Service
    Details
  • 3.3 9
    #19

    Community Bank, N.A.

    ● Closed
    48 Albany Street, Cazenovia, New York 13035, United States
    315-655-3402
    cbna.com

    Welcome to Community Bank, N.A., your trusted financial partner located at 48 Albany Street, Cazenovia, New York 13035.

    Photo of Community Bank, N.A. - 48 Albany Street, Cazenovia, NY 13035, USA Photo of Community Bank, N.A. - 48 Albany Street, Cazenovia, NY 13035, USA Photo of Community Bank, N.A. - 48 Albany Street, Cazenovia, NY 13035, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • #20

    Merrill Lynch Financial Advisor Zachary P Haggas

    ● Closed
    69 State St, Albany, NY 12207, United States
    518-462-8306
    fa.ml.com

    Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States.

    Photo of Merrill Lynch Financial Advisor Zachary P Haggas - 69 State Street, Albany, NY 12207, USA Photo of Merrill Lynch Financial Advisor Zachary P Haggas - 69 State Street, Albany, NY 12207, USA
    Financial Service
    Details
  • #21

    Raymond James Financial Services

    ● Open
    2429 Albany Post Rd, Walden, NY 12586, United States
    845-778-4274
    raymondjames.com

    Raymond James Financial Services is a finance institution located at 2429 Albany Post Road in Walden, New York.

    Financial Service
    Details
  • #22

    Aaron Connor - Pierro Law Group

    ● Closed
    43 British American Blvd, Latham, NY 12110, United States
    518-459-2100
    pierrolaw.com

    Aaron Connor - Pierro Law Group is a trusted institution located at 43 British American Boulevard in Latham, New York.

    Accounting Service Financial Service Legal Service
    Details
  • #23

    Empire Financial Associates LLC

    ● Closed
    1832 Western Ave, Albany, NY 12203, United States
    518-456-5810
    empirefinancialassociates.com

    Empire Financial Associates LLC is a leading finance institution located at 1832 Western Avenue in Albany, New York.

    Photo of Empire Financial Associates LLC - 1832 Western Avenue, Albany, NY 12203, USA
    Financial Service
    Details
  • #24

    Capital Financial Planning, LLC

    ● Closed
    6 Tower Pl, Albany, NY 12203, United States
    518-867-4000

    Capital Financial Planning, LLC is a finance institution located at 6 Tower Place in Albany, New York, United States. We specialize in providing expert financial planning services to help our clients reach their financial goals.

    Financial Service
    Details
  • #25

    The Belles Rollins Group - Morgan Stanley

    ● Open
    1212 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-386-2900
    advisor.morganstanley.com

    The Belles Rollins Group at Morgan Stanley is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York.

    Financial Service
    Details
  • #26

    Keystone Financial Management - Brian T. McKee

    ● Open
    421 New Karner Rd, Albany, NY 12205, United States
    518-608-6606
    brianmckeealbany.com

    Keystone Financial Management - Brian T. McKee is a reputable finance institution located at 421 New Karner Road in Albany, New York, United States. With a focus on providing expert financial management services, Brian T.

    Financial Service
    Details
  • #27

    Halliday Financial Group

    ● Open
    14 Corporate Woods Blvd, Albany, NY 12211, United States
    866-304-2200

    Halliday Financial Group is a finance and legal institution located at 14 Corporate Woods Boulevard in Albany, New York.

    Financial Service Legal Service
    Details
  • #28

    Lecce Financial Services, LLC

    ● Open
    24 Century Hill Dr, Newtonville, NY 12110, United States
    518-220-3090
    leccefinancialservices.com

    Lecce Financial Services, LLC is a reputable finance institution located at 24 Century Hill Drive in Newtonville, New York, United States.

    Financial Service
    Details
  • #29

    Paradigm Capital Management Inc

    ● Open
    9 Elk St, Albany, NY 12207, United States
    518-431-3540
    paradigmcapital.com

    Paradigm Capital Management Inc is a finance institution located at 9 Elk Street in Albany, New York, United States. Specializing in investment management, Paradigm Capital offers a range of financial services to help clients achieve their financial goals.

    Financial Service
    Details
  • #30

    Alanus Cooperus Group

    ● Open
    350 Northern Blvd STE 324 -1158, Albany, NY 12204, United States
    518-308-8843
    acoopgrp.com

    The Alanus Cooperus Group is a prestigious finance institution located at 350 Northern Boulevard in Albany, New York, United States.

    Financial Service
    Details
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Albany Cazenovia Cohoes Latham Schenectady

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