TOP 30 Client relationship in Albany, New York
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The Di Bella Financial Group, LLC.
● ClosedThe Di Bella Financial Group, LLC is a finance institution located at 5 Washington Square, Albany, New York, United States. Since 1976, they have been dedicated to serving professional advisors and helping individuals effectively manage, protect, and distribute wealth according to personal goals. The team at The Di Bella Financial Group takes pride in educating clients on their financial options to make wise decisions for themselves, their families, and their businesses. They provide personalized recommendations tailored to individual needs and goals, offering practical education and step-by-step guidance to ensure clients have clarity about their finances. The team at The Di Bella Financial Group is committed to building personal relationships based on trust and knowledge, and they provide hands-on support throughout every phase of a client's financial journey. They offer insight, answer questions, and help clients stay on track as their lives evolve. The team includes Joseph F. Di Bella, Joseph L. Di Bella, and Elizabeth Bauer, who are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They also provide investment advisory and financial planning services through Eagle Strategies LLC.
5 Washington Square 1st Floor, Albany, NY 12205, United States -
Joseph L Di Bella, President - The Di Bella Financial Group, Llc
● OpenJoseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.
5 Washington Square Suite 1, Albany, NY 12205, United States -
Michael Ryan - Raymond James
● OpenMichael 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.
187 Wolf Rd, Albany, NY 12205, United States -
WealthOne Advisory
● ClosedWealthOne Advisory is a leading finance institution located at 6 Tower Place in Albany, New York, United States. Our team of dedicated financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer comprehensive financial planning, investment management, and retirement planning solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, WealthOne Advisory is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.
6 Tower Pl, Albany, NY 12203, United States -
Carson Wealth
● OpenCarson 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.
855 NY-146 Suite 180, Clifton Park, NY 12065, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
69 State St, Albany, NY 12207, United States -
Melissa Mirabile, CRPS - UBS Financial Services Inc.
● OpenMelissa Mirabile, CRPS - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in financial planning and investment management, Melissa Mirabile is a Certified Retirement Planning Specialist (CRPS) who offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Melissa Mirabile and UBS Financial Services Inc. strive to help individuals and families secure their financial future.
8 Southwoods Blvd Suite 207, Albany, NY 12211, United States -
Merrill Lynch Financial Advisor Robert B Lilley
● ClosedMerrill 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.
69 State St, Albany, NY 12207, United States -
uTaxes - LLC/Corp Formation, Bookkeeping and Tax Services
● CloseduTaxes - LLC/Corp Formation, Bookkeeping and Tax Services is a trusted accounting and finance institution located at 45 Colvin Avenue in Albany, New York. With over 45 years of experience, our family-owned business offers a wide range of services including fast LLC/Corp formation, tax preparation, bookkeeping, CPA services, QuickBooks assistance, and website creation. Our team of experienced professionals is dedicated to providing both personal and professional financial services in Albany, Rensselaer, Schenectady, and Saratoga counties. We represent clients before the IRS and State tax agencies, ensuring that final assessments are fair and any refunds due are identified and credited accordingly.
45 Colvin Ave #120, Albany, NY 12206, United States -
Revolve Remodeling
● ClosedWelcome to Revolve Remodeling, your trusted partner for exceptional general contracting and roofing services in Amityville, New York. Conveniently located at 599 Albany Avenue, we proudly serve the local community with a commitment to quality craftsmanship and customer satisfaction. At Revolve Remodeling, we specialize in transforming your residential and commercial spaces into beautiful, functional environments. Whether you're planning a major renovation, a small home improvement project, or need reliable roofing services, our skilled team is here to bring your vision to life. With years of experience in the industry, we offer a comprehensive range of services tailored to meet your unique needs.
599 Albany Avenue, Amityville, New York 11701, United States -
Matthew G. Jubelt Attorney & Counselor at Law
● OpenWelcome to Matthew G. Jubelt Attorney & Counselor at Law, your trusted legal partner located in the heart of Cazenovia, New York. Situated at 114 Albany Street, our practice is dedicated to providing exceptional legal services to our community and beyond. With a commitment to integrity, professionalism, and personalized attention, Matthew G. Jubelt offers comprehensive legal counsel across a variety of practice areas. Whether you are seeking guidance on family law, estate planning, real estate transactions, or civil litigation, we are here to navigate the complexities of the legal system on your behalf. Our client-centered approach ensures that your unique needs and concerns are addressed with the utmost care and expertise.
114 Albany Street, Cazenovia, New York 13035, United States -
Fallon Fallon & Bigsby: Fallon Megan
● OpenWelcome to Fallon Fallon & Bigsby: Fallon Megan, your trusted legal partner in Cazenovia, New York. Conveniently located at 72 Albany Street, our firm is dedicated to providing exceptional legal services to meet the diverse needs of our community. With a reputation for professionalism and a commitment to excellence, Fallon Megan specializes in a wide range of legal areas, ensuring personalized and effective solutions for every client. At Fallon Fallon & Bigsby, we understand that navigating the legal system can be daunting. That’s why we prioritize clear communication, integrity, and a client-centered approach in all our dealings. Whether you need assistance with family law, estate planning, real estate transactions, or any other legal matter, our experienced team is here to guide you every step of the way.
72 Albany Street, Cazenovia, New York 13035, United States -
Palmer III Fred G
● OpenWelcome to Palmer III Fred G, your trusted legal partner located in the heart of Cazenovia, New York. Situated at 26 Albany Street, our law firm is dedicated to providing exceptional legal services to the local community and beyond. With years of experience and a commitment to excellence, Fred G. Palmer III is a seasoned attorney specializing in a wide array of legal areas, ensuring personalized and effective solutions for each client. At Palmer III Fred G, we understand that navigating the legal landscape can be daunting, which is why we prioritize clear communication, integrity, and a client-focused approach. Whether you need assistance with family law, real estate transactions, estate planning, or any other legal matter, our firm is here to guide you through every step with professionalism and care.
26 Albany Street, Cazenovia, New York 13035, United States -
Law Office Daniel A Zahn PC
● ClosedWelcome to the Law Office of Daniel A Zahn PC, located at 342 Old Town Road, Setauket-East Setauket, New York 11733. We understand that choosing the right attorney is a critical decision, and we are here to provide you with dedicated and personalized legal services. Our firm specializes in select areas of law, including Legal Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury cases, serving clients in both New York and Vermont. At our firm, we prioritize the client above all else, embracing a philosophy that values "Quality" over "Quantity." With over 30 years of experience, we offer a unique, boutique-style legal practice that ensures you receive flexible, personal, and professional interaction. Mr. Zahn takes the time to understand your case thoroughly, allowing him to present it masterfully to a jury if necessary.
342 Old Town Road, Setauket- East Setauket, New York 11733, United States -
Mark J. Goldsmith, Esq.
● ClosedWelcome to Mark J. Goldsmith, Esq. Located at 969 Jericho Turnpike in Saint James, New York, Mark J. Goldsmith, Esq. is a distinguished law firm dedicated to providing exceptional legal services across a wide range of practice areas. With a career spanning over three decades, Mark J. Goldsmith brings a wealth of experience and expertise to his clients, ensuring high-quality representation in both commercial and negligence matters.
969 Jericho Turnpike, Saint James, New York 11780, United States -
Law Office Daniel A Zahn PC
● ClosedWelcome to Law Office Daniel A Zahn PC Located at 1597 Grundy Avenue, Holbrook, New York 11741, the Law Office of Daniel A Zahn PC is committed to providing personalized, one-on-one legal services. With over 30 years of experience, we specialize in handling cases related to Lawyer Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury in both New York and Vermont.
1597 Grundy Avenue, Holbrook, New York 11741, United States -
Law Offices Daniel A Zahn PC
● ClosedLaw Offices of Daniel A. Zahn, PC Welcome to the Law Offices of Daniel A. Zahn, PC, where our commitment is to provide personalized, one-on-one legal services tailored to meet your needs. Located at 44 Club Lane, Remsenburg-Speonk, New York, we specialize in a select range of legal areas, including Lawyer Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury cases in New York and Vermont.
44 Club Lane, Remsenburg-Speonk, New York 11960, United States -
Cynthia Decker - Prudential Financial
● OpenWelcome to Cynthia Decker - Prudential Financial, your trusted partner in financial planning and insurance services located at 9 Albany Street, Cazenovia, New York. Our mission is to provide personalized financial solutions tailored to meet the unique needs of each client. With a focus on building long-term relationships, we offer a comprehensive range of services including retirement planning, investment management, and life insurance. Our experienced team is dedicated to helping you achieve financial security and peace of mind. Visit us today to discover how we can assist you in reaching your financial goals with confidence and expertise.
9 Albany Street, Cazenovia, New York 13035, United States -
Community Bank, N.A.
● ClosedWelcome 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.
48 Albany Street, Cazenovia, New York 13035, United States -
Willard Insurance Group Services Inc
● OpenWelcome to Willard Insurance Group Services Inc, your trusted insurance agency located in the heart of Cazenovia, New York. Situated at 114 Albany Street, our dedicated team is committed to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Willard Insurance Group Services Inc, we understand that navigating the world of insurance can be complex. That's why we strive to simplify the process by offering a wide range of coverage options, including auto, home, life, health, and business insurance. Our experienced agents work closely with you to assess your needs and provide expert guidance, ensuring you have the right protection at the best value.
114 Albany Street, Cazenovia, New York 13035, United States -
The Sovik Group
● ClosedWelcome 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.
9 Albany Street, Cazenovia, New York 13035, United States -
The Bonadio Group
● ClosedWelcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.
432 North Franklin Street, Syracuse, New York 13204, United States
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