TOP 10 Comprehensive financial planning in Albany, New York

Santella Business Solutions is a reputable accounting and finance institution located at 2131 Albany Post Road in Montrose, New York. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial needs effectively. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to providing top-notch solutions tailored to meet our clients' specific goals and objectives. Contact us today to learn more about how we can help you achieve financial success.

The Clearview School is a reputable educational institution located at 480 Albany Post Road in Briarcliff Manor, New York, United States. As a school, Clearview offers a comprehensive and individualized education program for students of all ages. With a focus on academic excellence, personalized learning, and a supportive community environment, Clearview School is dedicated to helping students reach their full potential and achieve success in their academic and personal endeavors. Through innovative teaching methods and a commitment to student growth and development, Clearview School is a top choice for families seeking a high-quality education for their children.

The Ten Eyck Group is a reputable health and insurance agency located at 1924 Western Avenue in Albany, New York. With a strong commitment to providing top-notch services and personalized solutions, the Ten Eyck Group helps individuals and businesses navigate the complexities of the insurance industry. Whether you are looking for health coverage or insurance for your business, their team of experienced professionals is dedicated to finding the right plan for your needs. Trust the Ten Eyck Group to provide reliable and comprehensive insurance options to protect what matters most to you.

Nationwide Insurance: Victor F Devito Insurance is an insurance agency located at 1865 Western Avenue in Albany, New York, United States. They offer a variety of insurance coverage options including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency specializes in providing comprehensive and reliable insurance policies to protect your assets and loved ones. Whether you need coverage for your vehicle, home, business, or life, Victor DeVito and their team are here to help. They can explain complex insurance terms in a clear and understandable way, ensuring that you have the coverage you need. Contact them at (518) 869-6047 or visit their office for personalized assistance and peace of mind.

Northwestern Mutual Life Insurance: Kenney James is a finance and insurance agency located at 1 Northwestern Boulevard, Albany, New York, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals through insurance solutions that provide financial flexibility and income protection. We offer personalized plans at no cost to you, tailored to your current and future priorities. With top ratings from major agencies and recognition for customer experience, we provide a wide range of financial options including investments and insurance. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies to help you reach your goals. Connect with us today to start planning for a secure financial future with Northwestern Mutual.

Jewish Family Services, located at 184 Washington Avenue Extension in Albany, New York, is a health institution dedicated to providing comprehensive services and support to individuals and families in the Jewish community. With a focus on promoting overall well-being and mental health, their team of professionals offers counseling, therapy, case management, and other resources to help clients navigate life's challenges. Whether you are seeking assistance with mental health issues, family dynamics, or other concerns, Jewish Family Services is committed to providing compassionate and personalized care to help you thrive.

Accumera LLC is a leading financial institution located at 10 Colvin Avenue in Albany, New York, United States. Specializing in wealth management, investment advisory services, and financial planning, Accumera LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Accumera LLC offers a comprehensive range of financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Accumera LLC is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

AllSquare Wealth Management, LLC is a premier finance institution located at 200 Great Oaks Boulevard in Albany, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive solutions tailored to each individual's unique needs. Trust AllSquare Wealth Management, LLC to guide you towards a secure financial future.

Wen Ma, CFP is a finance institution located at 423 New Karner Road in Albany, New York, United States. Specializing in financial planning and wealth management, our certified financial planners are dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, Wen Ma, CFP is committed to providing comprehensive financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our team 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 take the first step towards a secure financial future.

CFO for Hire is a leading accounting and finance institution located at 255 Washington Avenue Extension in Albany, New York, United States. Our team of experienced financial professionals offers comprehensive CFO services on a flexible, as-needed basis to help businesses of all sizes achieve their financial goals. Whether you need assistance with financial planning, budgeting, forecasting, or strategic decision-making, CFO for Hire is here to provide expert guidance and support. Contact us today to learn more about how we can help your business thrive.

Northwestern Mutual: Carl DiCesare is a finance institution located at 1 Northwestern Boulevard in Albany, New York, United States. With a focus on providing financial planning and investment services, this institution offers personalized solutions to help clients achieve their financial goals. Led by experienced financial advisor Carl DiCesare, Northwestern Mutual is dedicated to helping individuals and families secure their financial future through comprehensive financial planning strategies. Whether you are looking to save for retirement, invest for the future, or protect your assets, Northwestern Mutual: Carl DiCesare is committed to providing expert guidance and support every step of the way.

Creative Pension Consultants is a leading institution located at 435 New Karner Road in Albany, New York, United States. We specialize in providing innovative and personalized pension consulting services to help individuals and businesses plan for a secure retirement. Our team of experts is dedicated to creating customized pension solutions tailored to meet the unique needs and goals of our clients. With a focus on creativity and expertise, we strive to ensure that our clients receive the best possible advice and guidance when it comes to their pension planning. Contact us today to learn more about how we can help you secure your financial future.

Tucker-Haskins and Associates is a reputable finance institution located at 421 New Karner Road in Albany, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, Tucker-Haskins and Associates can help you achieve your financial goals. Their dedication to providing personalized and comprehensive financial solutions sets them apart in the industry. Visit their office in Albany today to learn more about how they can assist you with your financial needs.

WealthOne 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.

First New York Retirement and Investment Services, located at 2 Wall Street in Albany, New York, is a finance institution offering a comprehensive financial management program through LPL Financial. This program is designed to help individuals organize their financial affairs and plan for the future. Members can take advantage of consultations at no cost or obligation. The financial professionals at First New York Retirement and Investment Services are registered representatives with LPL Financial, offering securities and advisory services. Insurance products are also available through LPL or its licensed affiliates. Please note that First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are available to First New York members. Visit our office at First New York headquarters to learn more about our Financial Professionals. Please be aware that the LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For more information, please visit our website or contact us directly.

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.

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.

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.

RWP Tax & Accounting, LLC is a reputable accounting and finance institution located at 65 Albany Avenue in Kingston, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax and accounting services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust RWP Tax & Accounting, LLC for all your financial 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.

Edward J. Martone, CPA is a reputable accounting and finance institution located at 125 Wolf Road in Albany, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Clients can trust Edward J. Martone, CPA for their expertise and dedication to helping individuals and businesses achieve their financial goals.

uTaxes - 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.

Xtreme Bookkeeper LLC is a trusted accounting and finance institution located at 54 State Street in Albany, New York, United States. With years of experience, we have been serving businesses in all 50 states, offering reliable and professional bookkeeping services. Our team of experienced professionals is dedicated to providing support and taking the hassle out of bookkeeping for your business. Trust Xtreme Bookkeeper LLC to handle all your accounting and finance needs with precision and expertise.

Welcome to Well Insurance Agency NY, your trusted partner in health insurance solutions. Conveniently located at 100 Albany Street, Cazenovia, New York, we are dedicated to providing personalized and comprehensive health insurance plans tailored to meet your unique needs. Our experienced team of insurance professionals is committed to guiding you through the complexities of health coverage, ensuring you and your loved ones have the protection you deserve. At Well Insurance Agency NY, we prioritize your well-being and peace of mind, offering a range of options from top providers to fit every lifestyle and budget. Visit us today to discover how we can help secure your future with reliable and affordable health insurance.

Welcome to the practice of Dr. Erica Cardona, MD, a dedicated and experienced family medicine physician located in the heart of Pelham, New York. With over 20 years of experience in providing comprehensive healthcare, Dr. Cardona is committed to offering personalized and compassionate care to patients of all ages. Dr. Cardona is a graduate of the Sophie Davis School of Biomedical Education and earned her medical degree from Albany Medical College. She completed her residency in Family Medicine at The Mount Sinai Family Medicine Program at Jamaica Hospital Medical Center, where she excelled as Chief Resident. Board-certified by the American Board of Family Medicine, Dr. Cardona is fluent in both English and Spanish, ensuring effective communication with a diverse patient population.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Welcome to Aflac: Jennie Russo, your trusted insurance agency located at 4802 Burrstone Road, Syracuse, New York 13215. We are dedicated to providing you with an extra layer of protection for life’s unexpected challenges. At Aflac, we understand that accidents and health issues can arise at any moment, which is why we offer a wide range of insurance policies designed to give you confidence and peace of mind. Our services include cash benefits for covered accidents, helping to ease the financial burden during difficult times. Whether it’s a positive diagnosis or a serious health event, Aflac is here to support you, allowing you to focus on recovery instead of worrying about expenses. We offer essential financial protection, ensuring that the people who matter most in your life are taken care of.

Welcome to Stephen R Connors - Aflac Insurance Agent, your trusted partner in supplemental insurance solutions. Located at 223 Caroline Avenue, Solvay, New York, our agency is dedicated to helping you manage the expenses that traditional health insurance does not cover. At Aflac, we understand that health insurance alone may not suffice in times of unexpected health challenges. That’s where we step in to provide financial peace of mind. Our range of supplemental insurance policies is designed to help you navigate through life's unexpected moments with confidence. From aiding in emergency treatments and coping with the financial burden of cancer to covering critical illness expenses and final life expenses, Aflac offers comprehensive support for you and your loved ones. We also offer policies for your pets, ensuring every family member is protected.

Welcome to AmeriCU Credit Union, located at 82 Albany Street in the charming village of Cazenovia, New York. As a trusted financial institution, we are dedicated to providing exceptional banking, finance, and insurance services to our community. Our team of experienced professionals is committed to helping you achieve your financial goals with personalized solutions tailored to your needs. At AmeriCU Credit Union, we offer a comprehensive range of services, including savings and checking accounts, loans, mortgages, and investment opportunities. We also provide a variety of insurance products to ensure that you and your assets are well-protected. Our customer-centric approach ensures that you receive the guidance and support necessary to make informed financial decisions.