The 30 Best Client goals and priorities in Albany, New York

25 results found

O’Brien & Eggleston PLLC is a leading criminal defense law firm located in Albany, New York. Our experienced team of lawyers is dedicated to championing the cause of our clients by developing innovative strategies that deliver the best possible results. With decades of combined experience in New York's criminal courtrooms, our attorneys are fearless advocates for those facing legal challenges. At O’Brien & Eggleston PLLC, we believe in providing personalized attention to each client, understanding their unique circumstances and goals. Our goal is to level the playing field and ensure that everyone has access to collaborative legal solutions, regardless of where they live or work in the Empire State.

Priority Access Inc is a leading finance institution located at 20 Corporate Woods Boulevard in Albany, New York. We specialize in providing priority access to financial services and solutions for our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized guidance and support. Whether you are looking for investment advice, wealth management, or retirement planning, Priority Access Inc is here to help you navigate the complex world of finance with ease and confidence. Visit us today and experience the priority access difference.

Capable Wealth is a finance institution located at 150 State Street in Albany, New York, United States. We understand that navigating the world of financial planning can be overwhelming, which is why we strive to simplify complex topics and empower our clients to make strong money decisions. At Capable Wealth, we believe in creating clarity and providing expert guidance to help you achieve financial confidence and live a fulfilling lifestyle. Our founder, Jared, is a natural and enthusiastic speaker who is available to speak on a variety of financial topics affecting young professionals.

Merrill Lynch Financial Advisor Curtis Miller is a finance institution located at 69 State Street, Albany, New York, United States. Curtis Miller can help you manage your wealth by creating a personalized strategy tailored to your financial goals. By providing access to investment insights from Merrill and banking solutions from Bank of America, Curtis can assist you in pursuing your financial objectives. Curtis follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, Curtis can help you build a plan focused on your goals. Curtis and his team, supported by Merrill's global resources, are dedicated to building strong client relationships based on trust and personalized service. By getting to know you and your investing preferences through the Investment Personality Assessment, Curtis can customize a financial approach to help you achieve what matters most to you. As your goals and life change, Curtis will help you adjust your financial approach to reflect these changes. With a focus on understanding your priorities and aspirations, Curtis will work with you to design and implement a personalized plan aimed at managing, growing, and preserving your wealth. By regularly reviewing your financial approach and making adjustments as needed, Curtis aims to help you stay on track towards your financial goals. With a dedicated Merrill advisor like Curtis, you can receive personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. Let Curtis Miller help you achieve your financial aspirations and guide you along the many paths your life can take.

Merrill Lynch Financial Advisor Michael Barnes, located at 69 State Street, Albany, New York, United States, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With a deep understanding of clients' financial goals and priorities, Michael Barnes offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Michael Barnes builds strong relationships with clients and understands their evolving needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive tailored financial plans that align with their aspirations and values. Whether planning for retirement, education, or legacy, Michael Barnes works closely with clients to implement strategies that help them achieve their goals. With a focus on ongoing communication and adjustments to financial approaches, Michael Barnes ensures that clients stay on track to financial success. As a registered advisor in multiple states, Michael Barnes offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Jayson M Tanzman is a seasoned professional with 21 years of experience in helping individuals, families, and organizations achieve their financial goals. Located at 69 State Street, Albany, New York, United States, Jayson is committed to providing personalized financial analysis and planning to address the unique needs of each client. As a Senior Vice President and Senior Financial Advisor, he holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor® designations. Jayson's community involvement includes serving on the board of the Berkshire Humane Society and being a member of the Rotary Club of Pittsfield for 25 years. He believes in building long-term relationships with clients through thoughtful conversations and tailored financial solutions. With access to the resources of Merrill and Bank of America, Jayson works to develop strategies that align with clients' goals and priorities, helping them navigate through life's changes and market fluctuations. By focusing on what matters most to each individual, Jayson aims to help clients achieve their financial aspirations and secure their financial future.

Merrill Lynch Financial Advisor James V O'Connor, located at 69 State Street, Albany, New York, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. Beginning with a conversation to identify and prioritize your goals, the team helps you make investment-related decisions that align with your aspirations. Utilizing the Investment Personality Assessment, they tailor a financial approach to suit your preferences. With over 70 years of combined experience, the team collaborates with entrepreneurs and families to develop strategies tailored to their specific financial needs. The Merrill Personal Wealth Analysis™ helps create a personalized plan centered on your goals. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and the markets. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions. Let Merrill Lynch Financial Advisor James V O'Connor help you achieve your financial goals with a personalized approach centered on your needs and priorities.

Merrill Lynch Financial Advisor Michael C Swezey, located at 69 State Street, Albany, New York, United States, is a trusted finance institution offering personalized wealth management services. The team at Merrill Personal Wealth Analysis™ is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to your changing needs over time. By starting with a conversation, we can identify and prioritize your goals to create a customized financial plan tailored to your unique aspirations. Through the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to help you pursue what matters most to you. Our mission is to help you achieve your goals by designing and implementing a personalized plan focused on managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, we will work together to address your financial needs. Let's work together to help you achieve your financial goals and stay on track for the future.

Merrill Lynch Financial Advisor Jordyn Beesmer is a finance institution located at 69 State Street, Albany, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Jordyn Beesmer can assist in creating a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Personalized wealth management strategies can help you pursue your financial goals effectively. Jordyn Beesmer follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Backed by global resources, Jordyn Beesmer's team is dedicated to establishing strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor William T Hazelton, located at 69 State Street, Albany, New York, United States, offers personalized financial services supported by the global resources of Merrill. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. By starting with a conversation to understand your goals and priorities, they create a customized financial approach to help you pursue what matters most to you, whether it's planning for retirement, saving for a home, or funding a child's education. With over 70 years of combined experience, their team collaborates with clients to tailor strategies to their specific financial needs and aspirations. Through the Merrill Personal Wealth Analysis™ and ongoing reviews, they help clients stay on track to achieve their goals and adjust their financial approach as life changes. As Merrill Lynch Wealth Management Advisors, they are committed to putting clients first and providing personalized investment strategies to address their individual needs and goals.

Merrill Lynch Financial Advisor Michael Wheeler is a finance institution located at 69 State Street, Albany, New York, United States. Michael Wheeler holds the Certified Plan Fiduciary Advisor designation and is dedicated to providing excellent service to his clients. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on individual goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Michael Wheeler believes in understanding his clients' needs and goals to design and implement a personalized plan to help them achieve financial success. The institution offers a range of services and resources to help clients manage, grow, and preserve their wealth. By getting to know clients personally, Michael Wheeler can offer a customized investment approach that reflects their unique needs and priorities. The institution also provides investment insights, tips, and strategies to help clients live their best financial life. Michael Wheeler is registered to do business in multiple states and emphasizes the importance of understanding the risks and potential losses involved in investing. Clients are encouraged to consult with legal and tax advisors before making any financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Michael Wheeler is dedicated to helping clients reach their financial goals.

Merrill Lynch Financial Advisor George D Wolf, located at 69 State Street, Albany, New York, United States, is a finance institution dedicated to building strong relationships with clients through teamwork and involvement. The Connolly Swezey Wolf Group, part of Merrill Lynch, offers access to global investment capabilities and the banking convenience of Bank of America. Their mission is to be your primary source for financial advice, guiding you through the financial planning process with dedication and diligence. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. By utilizing the Investment Personality Assessment, they aim to customize a financial approach that aligns with your investing preferences and helps you pursue your most important goals. With tools to track changes in your life and goals, they work to keep your financial approach reflective of your evolving needs.

Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.

Able Express is a reputable institution located at 737 Albany Shaker Road in Albany, New York, United States. We pride ourselves on providing top-notch services and programs to help individuals reach their full potential. Our dedicated team of professionals is committed to supporting our clients in achieving their goals and improving their quality of life. Whether you are looking for educational opportunities, vocational training, or support services, Able Express is here to help you succeed. Contact us today to learn more about how we can assist you on your journey to success.

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.

Olivia Casale is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, United States. The office closes at 4 pm on Fridays from Memorial Day to Labor Day. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect personalized financial advice tailored to their specific needs. The institution values referrals and strives to help friends and family members achieve their financial goals. The privacy and security of clients' information is a top priority, with strict rules and regulations in place to protect their data. Contact Ameriprise Financial Services, LLC to schedule a meeting and discuss what's most important to you.

Paul R Loucks is a financial advisor at Ameriprise Financial Services, LLC located at 125 Wolf Road in Albany, New York, United States. He is registered to conduct securities business in certain states. The institution offers consultations to discuss financial planning concepts, although written analysis and recommendations are not provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family members to Paul R Loucks for assistance in achieving their financial goals. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with information available on the Privacy and Security Center regarding online security guarantees and email fraud.

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. The experienced team of advisors at this branch takes the time to understand clients' priorities, goals, and financial challenges, offering access to Merrill's investing resources and Bank of America's banking convenience. The financial advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, helping clients identify personal and professional goals while creating financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, aiming to maintain vibrant and healthy neighborhoods.

Wayne, Sperazzo & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5 Palisades Drive, Albany, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides a complimentary initial consultation to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review progress and adjust strategies as life changes. Privacy and security are a top priority, with detailed information available on their website. The institution values referrals and strives to help friends and family achieve their financial goals.

Merrill Lynch Financial Advisor Robert B Lilley is a finance institution located at 69 State Street, Albany, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Specializing in creating customized strategies for families seeking a lifetime of income, the Lilley - O'Toole Group has been serving clients since 1975. With over $397 million of entrusted wealth, the team focuses on helping clients plan for a secure financial future through strategic planning and proactive communication. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors strive to help clients achieve their financial goals and navigate the complexities of their financial lives. Certified by the Certified Financial Planner Board of Standards, Inc., the team at Merrill Lynch is committed to providing clients with the expertise and guidance needed to make informed financial decisions and pursue their aspirations. Let Merrill Lynch Financial Advisor Robert B Lilley help you create a financial approach tailored to your unique needs and priorities.

Welcome to Inner Active Wellness, your trusted partner in holistic health and well-being, located at 132 Albany Street, Cazenovia, New York. At Inner Active Wellness, we are committed to providing comprehensive healthcare solutions that enhance your physical, mental, and emotional health. Our team of dedicated professionals specializes in a range of services designed to promote wellness and prevent illness, ensuring a balanced and healthy lifestyle for all our clients. Our practice combines traditional medical expertise with innovative wellness therapies to address the unique needs of each individual. Whether you're seeking preventative care, managing an existing health condition, or looking to improve your overall well-being, Inner Active Wellness offers personalized treatment plans tailored to your specific goals. Our serene and welcoming environment is designed to support your journey to optimal health.

Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.

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.