Client needs in Albany, New York

Matthew Gentile is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road, Albany, New York, United States. Matthew holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Matthew's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and more. As an experienced financial advisor, Matthew is committed to providing comprehensive and personalized financial advice to his clients. Contact Matthew Gentile at Ameriprise Financial Services, LLC for all your financial planning needs.

George Amedore III is a financial advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road, Albany, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and various other financial services. George Amedore III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Michael Ryan - Raymond James is a leading finance institution located at 187 Wolf Road in Albany, New York, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of investment options and financial planning services to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Ryan - Raymond James is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Ralph Lemme - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, wealth management, or retirement planning, Ralph Lemme - UBS Financial Services Inc. is here to assist you every step of the way. Trust us to provide personalized solutions tailored to your specific needs and financial objectives.

Ameriprise Financial, Mirkovic, Lambert & Associates is a comprehensive financial institution located at 125 Wolf Road in Albany, New York, United States. Specializing in ATM services, finance, and insurance agency, our team of Ameriprise advisors are dedicated to helping clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" to cater to the specific needs of their clients. By reviewing the results based on your location search, you can find an advisor whose approach aligns best with your financial goals. You can also learn about their backgrounds, credentials, and experience to ensure you are making the right choice for your financial future.

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.

Mark L Fine, CLU, ChFC, CFP, CASL is a renowned financial institution located at 1 Northwestern Boulevard in Albany, New York, United States. Specializing in insurance and financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of highly skilled and certified professionals, including Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and Chartered Advisor for Senior Living, clients can trust in their expertise and experience. Whether you are looking for retirement planning, investment advice, or insurance solutions, Mark L Fine, CLU, ChFC, CFP, CASL is dedicated to providing personalized and comprehensive financial services to meet your needs.

S.M. Miller & Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 4 Atrium Drive, Albany, New York, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team documents your goals, regularly reviews progress, and adjusts strategies as life changes. With access to investments and accounts from any device, we prioritize secure and transparent communication with our clients. Our services include retirement planning, education funding, major purchases, and more. Through the Retirement InteractiveSM tool, clients can explore potential challenges and solutions for their retirement income. Our financial advisors are registered in specific U.S. states, ensuring personalized recommendations and solutions tailored to individual needs.

Carson Wealth is a financial institution located at 855 New York 146 in New York, United States. Our team of financial advisors in Clifton Park, New York, specializes in working with families, women, and business owners to create personalized financial plans that help them achieve their financial and life goals. We believe that true wealth is more than just money - it's about having financial confidence and the ability to focus on what matters most to you and your loved ones. Our services include comprehensive financial planning, portfolio management, estate planning, tax strategy, and more. We strive to build meaningful relationships with our clients and their families, providing them with the support and education they need to make informed financial decisions and live their lives with confidence.

Scott Gordon - Prudential Financial is a well-established finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong reputation for providing top-notch financial and insurance services, the institution is known for its expertise in helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the professionals at Scott Gordon - Prudential Financial are dedicated to providing personalized solutions tailored to your specific needs. Visit them today to start planning for a secure financial future.

Independent Family Office LLC is a reputable lawyer institution located at 123 Great Oaks Boulevard in Albany, New York. As a family office, we specialize in providing legal services tailored to the unique needs of individuals and families. Our team of experienced lawyers is dedicated to offering personalized and comprehensive legal solutions to help clients navigate complex legal matters. Whether you require assistance with estate planning, asset protection, or family law issues, Independent Family Office LLC is here to provide expert guidance and support. Trust us to safeguard your family's interests and secure a brighter future.

Cadaret, Grant & Co., Inc. is a leading finance institution located at 125 Wolf Road in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Cadaret, Grant & Co., Inc. offers a wide range of investment options and financial planning services to help clients achieve their financial goals. With a team of experienced professionals, they are dedicated to providing personalized solutions tailored to meet the unique needs of each individual client. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Cadaret, Grant & Co., Inc. is committed to helping you navigate the complexities of the financial world with confidence.

Burke Coleman, CIMA, CPWA, CRPS at UBS Financial Services Inc. is a prestigious finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their investment goals. Specializing in areas such as investment management, wealth planning, and retirement planning, Burke Coleman and his team provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and a dedication to client satisfaction, UBS Financial Services Inc. is a trusted partner in helping individuals and families secure their financial future.

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.

Kenneth White - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our institution offers personalized solutions tailored to your individual needs. Trust Kenneth White - UBS Financial Services Inc. to provide you with the expertise and guidance needed to secure a stable financial future.

John G. Walsh - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at John G. Walsh - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, this institution is committed to providing personalized financial advice and guidance tailored to your specific needs.

Ameriprise Financial is a renowned finance institution located at 4 Atrium Drive in Albany, New York, United States. With a strong presence in the financial industry, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.

The Quinn Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether it's investment planning, retirement planning, or estate planning, the institution offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, The Quinn Wealth Management Group - UBS Financial Services Inc. is committed to delivering top-notch financial advice and guidance to help clients secure their financial future.

Newland Settlement Service is a reputable institution located at 421 New Karner Road in Albany, New York, United States. We specialize in providing expert assistance and guidance to individuals and families navigating the complex process of settling in a new country. Our team of experienced professionals is dedicated to helping clients with immigration paperwork, visa applications, and other related services. With a commitment to excellence and personalized attention, Newland Settlement Service is the go-to destination for all your settlement needs. Contact us today to learn more about how we can assist you in starting your new life in the United States.

Hearthstone Management LLC is a reputable real estate agency located at 40 Buckingham Drive in Albany, New York. We specialize in providing top-notch property management services for residential and commercial properties in the area. Our team of experienced professionals is dedicated to helping clients buy, sell, rent, and invest in real estate. With a focus on personalized service and attention to detail, Hearthstone Management LLC is committed to exceeding our clients' expectations and helping them achieve their real estate goals. Contact us today to learn more about how we can assist you with all of your real estate needs.

Townesquare LLC is a reputable real estate agency located at 600 Broadway in Albany, New York, United States. With a team of experienced and knowledgeable real estate professionals, Townesquare LLC specializes in helping clients buy, sell, and rent residential and commercial properties. Whether you are looking for your dream home, a profitable investment property, or a prime location for your business, Townesquare LLC is dedicated to providing exceptional service and finding the perfect real estate solution for your needs. Trust Townesquare LLC to guide you through the real estate process with expertise and integrity.

3 Sprague Place, LLC is a reputable institution located at 3 Sprague Place in Albany, New York, United States. This institution offers a wide range of services and amenities to its clients, including state-of-the-art facilities, experienced staff, and a welcoming atmosphere. Whether you are looking for residential or commercial real estate solutions, 3 Sprague Place, LLC is dedicated to providing top-notch service and meeting all of your needs. Visit us today and experience the excellence that sets us apart from the rest.

Lindgren Thomas F CPA is a reputable accounting and finance institution located at 417 Albany Avenue in Kingston, New York, United States. With years of experience in the industry, their team of certified public accountants provides professional and reliable financial services to individuals and businesses. From tax preparation to financial planning, Lindgren Thomas F CPA is dedicated to helping clients achieve their financial goals. Contact them today to schedule a consultation and see how they can assist with your accounting needs.

Symmetry Tax Solutions is a finance institution located at 6 Tower Place in Albany, New York, United States. Specializing in tax solutions, they offer expert services to help individuals and businesses navigate the complexities of tax laws and regulations. With a focus on symmetry and balance in their approach, Symmetry Tax Solutions strives to provide clients with efficient and effective solutions to their tax-related needs. Their team of experienced professionals is dedicated to helping clients achieve financial stability and peace of mind.

CAPO Tax-Prep is a reputable accounting and finance institution located at 67 West Hearthstone Drive in Albany, New York, United States. Our team of experienced professionals specializes in providing comprehensive tax preparation services for individuals and businesses. We are dedicated to helping our clients navigate the complexities of tax laws and regulations to ensure accurate and timely filings. Trust CAPO Tax-Prep for all your tax and financial needs.

Lurie & Co is a reputable accounting and finance institution located at 292 Washington Avenue Extension in Albany, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to investment planning, Lurie & Co is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are a go-to institution for all your accounting and finance needs.

Garry T. Center CPA'S is a reputable accounting and finance institution located at 1721 Central Avenue in Albany, New York, United States. Our team of experienced certified public accountants provides a wide range of services including tax preparation, financial planning, and auditing. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and learn how we can assist you with your accounting and finance needs.

Pendergast Marilyn A CPA is a reputable accounting and finance institution located at 66 State Street in Albany, New York, United States. With years of experience and expertise, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing top-notch services and ensuring their clients' financial success. Whether you need help with tax compliance or strategic financial planning, Pendergast Marilyn A CPA is the go-to institution for all your accounting needs.

Douglas Ebersman, CPA is a reputable accounting and finance institution located at 75 Columbia Street in Albany, New York. With a strong focus on providing top-notch financial services, Douglas Ebersman, CPA is committed to helping individuals and businesses navigate the complexities of tax preparation, auditing, and financial planning. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring accurate and reliable financial management. Whether you are looking for assistance with tax filing or need expert advice on financial strategies, Douglas Ebersman, CPA is dedicated to helping you achieve your financial goals.

SDT Associates is a reputable accounting and finance institution located at 128 Great Oaks Boulevard in Albany, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, SDT Associates is committed to providing top-notch financial solutions to meet your needs.