TOP 30 Company financial management in Albany, New York

62 results found

Albany Management Inc. is a reputable institution located at 195 Van Rensselaer Boulevard in Menands, New York, United States. With a focus on providing top-notch management services, Albany Management Inc. offers a wide range of solutions for businesses and individuals alike. Whether you are looking for property management, financial planning, or consulting services, Albany Management Inc. has the expertise and experience to meet your needs. Trust in Albany Management Inc. to help you achieve your goals and navigate the complexities of today's business world.

Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.

Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.

Broadview Wealth Management is a leading finance and insurance agency located at 4 Winners Circle in Albany, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets with insurance coverage, we are here to help. Contact us today to learn more about how Broadview Wealth Management can help you secure your financial future.

Merrill Lynch Financial Advisor Natalie Squillace is a trusted finance institution located at 69 State Street, Albany, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including Natalie Squillace, clients across all 50 states, the District of Columbia, and several US territories are receiving expert guidance to achieve the lives they desire. As a client, your journey to connect with an advisor starts with a name and location. Please note that investing involves risk, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee a profit or protect against loss in declining markets.

Nicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY. Located at 313 Ushers Road, Ballston Lake, New York, this finance and insurance agency offers expert financial planning services to help clients achieve their financial goals. With a focus on personalized strategies and tailored solutions, Nicotera Wealth Management is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Nicotera Wealth Management is dedicated to helping you secure your financial future.

T M Byxbee Company CPAs NY PC is a reputable accounting and finance institution located in Albany, New York. With a focus on providing top-notch financial services, their team of certified public accountants is dedicated to helping individuals and businesses navigate the complexities of tax planning, auditing, and financial management. Situated at 18 Computer Drive East, this institution is known for its professionalism, expertise, and commitment to client satisfaction. Whether you need assistance with tax preparation or financial consulting, T M Byxbee Company CPAs NY PC is the go-to destination for all your accounting needs in the Albany area.

Zachary Njoga: Primerica - Financial Services is a reputable finance and insurance agency located at 2125 Albany Post Road in Montrose, New York, United States. With a strong focus on providing personalized financial solutions to individuals and families, Zachary Njoga and his team offer a wide range of services including retirement planning, investment strategies, insurance policies, and more. With a commitment to helping clients achieve their financial goals and secure their future, Zachary Njoga: Primerica - Financial Services is a trusted partner in navigating the complex world of finance and insurance.

The 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.

Joseph 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.

Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.

Anadem Business Solutions is a leading finance institution located at 181 North Allen Street in Albany, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help businesses achieve their goals. From accounting and tax services to financial planning and investment advice, we are dedicated to helping our clients succeed. Contact us today to learn more about how Anadem Business Solutions can support your financial needs.

Bonanno Michael is a reputable finance institution located at 250 Osborne Road in Albany, New York. With a strong presence in the financial industry, Bonanno Michael offers a wide range of services to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Bonanno Michael are dedicated to helping you achieve your financial goals. Trustworthy and reliable, Bonanno Michael is committed to providing top-notch financial services to individuals and businesses in the Albany area and beyond.

Excelsior Advisors, LLC is a leading financial advisory firm located at 107 Washington Avenue in Albany, New York. Our team of experienced advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to provide comprehensive and customized solutions to meet the unique needs of each client. Contact us today to learn how Excelsior Advisors, LLC can help you navigate the complexities of the financial world and secure your financial future.

Purshe Kaplan Sterling Investments is a reputable finance and lawyer institution located at 80 State Street in Albany, New York, United States. With a strong focus on providing top-notch financial services and legal expertise, this institution is dedicated to helping clients achieve their investment goals and navigate complex legal matters. Whether you are looking to grow your wealth or need legal advice, Purshe Kaplan Sterling Investments is committed to providing personalized solutions tailored to your specific needs.

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

TAXHQ is a leading accounting and finance institution located at 90 State Street in Albany, New York, United States. Our team of experienced professionals provides expert tax services, financial advice, and consulting to individuals and businesses. With a commitment to excellence and personalized service, TAXHQ is your go-to destination for all your accounting and finance needs.

Xpress Filing is a finance institution located at 302 Northern Boulevard in Albany, New York. We specialize in providing efficient and reliable filing services for individuals and businesses. Our team of experts is dedicated to helping clients navigate the complex world of finance and ensure that all necessary paperwork is filed accurately and on time. Whether you need assistance with tax filings, business registration, or other financial documentation, Xpress Filing is here to help. Trust us to streamline the filing process and take the stress out of managing your finances.

Alexander Poole & Co., Inc. is a reputable financial institution located at 41 State Street in Albany, New York. With a strong presence in the United States, the company offers a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or estate management, Alexander Poole & Co., Inc. is committed to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you in securing your financial future.

peace of mind for your loved ones. Trusts can also help minimize estate taxes and protect assets from creditors or beneficiaries who may not be financially responsible. At Morgan Legal Group, our attorneys have extensive experience in drafting wills and trusts tailored to each client’s specific needs. We work closely with our clients to understand their goals and concerns, ensuring that their estate plan reflects their wishes and provides for their loved ones in the most effective way.

Global Accounting and Tax Point LLC is a leading accounting and finance institution located at 328b Central Avenue, Albany, New York, United States. Our team of experienced professionals is dedicated to providing top-notch accounting and tax services to individuals and businesses worldwide. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of financial management with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust Global Accounting and Tax Point LLC for all your accounting and finance needs.

Culnan Insurance Agency LLC, located at 16C North Greenbush Road in Troy, New York, is a top-quality insurance agency dedicated to providing comprehensive and cost-effective insurance solutions. With over 10 years of experience serving the Capital District Area, including Albany, Schenectady, Hoosick Falls, and Troy, Culnan Insurance Agency LLC offers a wide range of insurance products including auto, home, business, life insurance, and bonds. They work with only the best insurance companies to ensure competitive rates and coverage options that fit your needs and budget. Whether you need protection against bodily injury liability, property damage, uninsured or underinsured motorists, or rental coverage, Culnan Insurance Agency LLC has you covered. Explore their interactive graphics to learn about your unique risks and find the right insurance solutions for you. Trust Culnan Insurance Agency LLC to protect you from the unexpected and provide you with the peace of mind you deserve.

cts. We strive to educate our customers on the importance of protecting their assets and loved ones while planning for their future. Our office is committed to serving the diverse community of Albany by offering services in both English and Spanish. Visit us today for a free quote and consultation to see how we can help you with your insurance needs.

Mick Butler - State Farm Insurance Agent is a trusted insurance agency located at 961 Hoosick Road in Troy, New York, United States. With a strong focus on serving the community, Mick Butler brings over 23 years of experience as a husband and father, along with a background in education from Hudson Valley Community College and Siena. The agency takes pride in challenging the ordinary to provide exceptional service to customers, making the insurance process simple and informative. Recognized as one of the top 5 insurance agencies in the Albany Times Union, Mick Butler and his team offer personalized insurance and financial services to meet all needs. Serving Troy and surrounding areas in New York, as well as Southern Vermont, the agency provides free quotes for business insurance, commercial auto insurance, and more. With a commitment to exceptional customer service and a focus on protecting families, Mick Butler - State Farm Insurance Agent is dedicated to helping customers manage risks, recover from the unexpected, and realize their dreams. Contact the agency today for all your insurance and financial service needs.

Becky Ianniello - State Farm Insurance Agent is an insurance agency located at 4 Executive Park Drive, Albany, New York, United States. With over 24 years of experience serving the Capital District, our office is family-friendly and pet-friendly. We take pride in providing personalized insurance care for you and your family. Licensed for the State of New York, we primarily serve the communities of Albany, Guilderland, Pine Hills, Buckingham Lake, Latham, and Colonie. Whether you need insurance for recreational toys like camping trailers, ATVs, motorcycles, boats, or jet skis, we can provide you with a tailored quote to meet your needs.

Mariner Finance is a reputable financial institution located at 145 Wolf Road in Colonie, New York, United States. Specializing in providing personalized loan solutions to individuals in need of financial assistance, Mariner Finance offers a wide range of loan options to suit various needs and circumstances. With a team of experienced professionals dedicated to helping customers achieve their financial goals, Mariner Finance is committed to providing excellent customer service and tailored financial solutions. Whether you are looking for a personal loan, auto loan, or debt consolidation, Mariner Finance is here to help you navigate your financial journey with ease and confidence. Visit us today to learn more about how we can assist you in achieving your financial goals.

Aflac of New York, located at 22 Corporate Woods Boulevard in Albany, New York, is an insurance agency that offers a range of supplemental insurance products to help individuals and businesses cover expenses that traditional health insurance may not. From emergency treatment and critical illness coverage to final expense whole life insurance and pet insurance, Aflac can provide financial peace of mind in times of need. Additionally, they offer products for employers to help with high deductibles, dental and vision coverage, and employee absence management. With a focus on protecting the financial future of their clients, Aflac is dedicated to providing essential insurance protection during life's unexpected events. Learn more about how Aflac can help you protect your future and find the coverage you need.

Amsure is a reputable insurance agency located at 12 Computer Drive West in Albany, New York, United States. With a strong focus on providing top-notch insurance services to individuals and businesses, Amsure is dedicated to helping clients find the best coverage options to suit their needs. Their team of experienced agents is committed to delivering personalized and reliable service, ensuring that clients receive the protection they deserve. Whether you are looking for auto, home, life, or business insurance, Amsure is the go-to agency for all your insurance needs.

Austin & Co., Inc. is a reputable insurance agency located at 20 Corporate Woods Boulevard in Albany, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or commercial insurance, Austin & Co., Inc. is committed to helping you find the coverage that best fits your needs. Trust in their expertise and let them protect what matters most to you.

Benefit Choices is a health insurance agency located at 5 Computer Drive South in Albany, New York. Our institution specializes in providing a wide range of health insurance options to meet the unique needs of individuals and families. With a team of experienced professionals, we strive to help our clients make informed decisions about their health coverage. Whether you are looking for individual health insurance, group plans, or Medicare options, Benefit Choices is here to assist you in finding the right coverage for your needs. Contact us today to learn more about how we can help you navigate the complex world of health insurance.