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TOP 30 Community center activities in Latham, NY
3 results found
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Merrill Lynch Financial Advisor John M Daniels
Merrill 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.
St. Ambrose School
St. Ambrose School is a well-established institution located at 347 Old Loudon Road in Latham, New York, United States. This primary and secondary school offers a comprehensive education program for students from a variety of backgrounds. With a dedicated faculty and staff, St. Ambrose School is committed to providing a nurturing and supportive learning environment where students can thrive academically and personally. The school's rigorous curriculum, state-of-the-art facilities, and extracurricular activities make it a top choice for families looking for a quality education for their children.
Erik LaChance - State Farm Insurance Agent
Erik LaChance - State Farm Insurance Agent is a trusted insurance agency located at 636 Delaware Avenue, Delmar, New York, United States. Situated between Bethlehem High School and the Stewart's Shop, our convenient location offers parking in the rear of the building for easy access. At our second location, our dedicated team is committed to providing personalized insurance options to meet your needs. We serve the entire Capital Region of New York, including Delmar, Selkirk, Glenmont, Latham, Albany, and more. We are actively involved in the community, supporting local causes such as Out of the Pits, American Cancer Society, and Mohawk Hudson Humane Society.
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