The 30 Best Consultation in Schenectady, New York
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Coffey Peter V
Coffey Peter V is a trusted and experienced law firm located at 224 State Street in Schenectady, New York. Specializing in various areas of law, the dedicated team at Coffey Peter V offers expert legal advice and representation to clients in need. With a reputation for professionalism and integrity, clients can trust that their legal matters will be handled with the utmost care and expertise. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Coffey Peter V is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Walmart Home Theater Installation
Walmart Home Theater Installation is a leading electronics store located at 1320 Altamont Avenue in Schenectady, New York. We specialize in providing top-quality home theater systems and installation services to enhance your entertainment experience. Our team of expert technicians will ensure that your new home theater is set up and optimized for the best sound and picture quality. Visit us today to explore our wide selection of products and let us help you create the ultimate home entertainment setup.
RLP Financial Management
RLP Financial Management is a well-established institution located at 34 North Jay Street in Schenectady, New York. Specializing in accounting and finance, our team of experts provides comprehensive financial management services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need help with tax planning, investment management, or retirement planning, RLP Financial Management is here to provide trusted guidance and support every step of the way.
PlanMember Securities Corporation
PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.
Herweyer Financial
Herweyer Financial is a reputable finance institution located at 242 Union Street in Schenectady, New York, United States. With a team of experienced professionals, Herweyer Financial offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are an individual looking to secure your financial future or a business in need of financial guidance, Herweyer Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
Del-Sette Capital Management LLC
Del-Sette Capital Management LLC, located at 1332 Union Street in Schenectady, New York, is an accounting, finance, and insurance agency dedicated to helping individuals plan for a happy retirement. The institution offers the unique HAPPINESS IN RETIREMENT™ Program, created by founder Bill Del-Sette who has over 26 years of experience in tax, investment management, and retirement planning. This comprehensive program aims to help clients achieve their retirement goals, maximize their income streams, and enjoy their wealth while they are healthy. Del-Sette Capital Management LLC believes that everyone should have a written life plan, and that retirement planning should be based on this plan. Clients of the institution are part of a community of interesting individuals with work-optional lifestyles. With a focus on maximizing retirement happiness, Del-Sette Capital Management LLC provides a personalized approach to help clients make the most of their wealth and enjoy a fulfilling retirement.
Cash Flow With Benefits
Cash Flow With Benefits is a finance institution located at 1918 Oakland Avenue in Schenectady, New York. Our goal is to help individuals and businesses manage their cash flow effectively while also providing additional benefits to help them achieve their financial goals. Our team of experts is dedicated to providing personalized financial solutions tailored to each client's specific needs. Whether you are looking to improve your budgeting skills, increase your savings, or plan for retirement, Cash Flow With Benefits is here to help you every step of the way. Visit us today to start maximizing your financial potential.
The Belles Rollins Group - Morgan Stanley
The Belles Rollins Group at Morgan Stanley is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York. With a strong reputation for 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, retirement planning, or wealth management services, we are here to help you navigate the complex world of finance. Trust in The Belles Rollins Group at Morgan Stanley for all your financial needs.
A American Debt Consolidation
A American Debt Consolidation is a finance institution located at 436 State Street in Schenectady, New York, United States. We specialize in helping individuals and families consolidate their debts into one manageable monthly payment. Our team of financial experts works with clients to create personalized debt repayment plans and provide guidance on budgeting and financial management. Whether you are struggling with credit card debt, medical bills, or student loans, we are here to help you take control of your finances and achieve a debt-free future. Contact us today to schedule a consultation and start your journey towards financial freedom.
Steven R. Jones, CPA, PC
Steven R. Jones, CPA, PC is a reputable accounting and finance institution located at 133 Saratoga Road in Schenectady, New York, United States. With a team of experienced and qualified professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Steven R. Jones, CPA, PC to provide expert advice and assistance with their financial needs.
Watson Peterson & Co. CPA PLLC
Watson Peterson & Co. CPA PLLC is a reputable accounting and finance institution located on Front Street in Schenectady, New York, United States. Our team of certified public accountants provides a wide range of professional services to help individuals and businesses manage their financial affairs effectively. With a commitment to excellence and personalized service, we strive to exceed our clients' expectations and help them achieve their financial goals. Trust Watson Peterson & Co. CPA PLLC for all your accounting and finance needs.
beth kissinger, cpa
Beth Kissinger, CPA is a reputable accounting and finance institution located at 275 Saratoga Road in Schenectady, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, Beth Kissinger, CPA is dedicated to providing top-notch service to meet your needs.
Mark D Witecki CPA CFP CFE EA CCPS CDFA
Mark D Witecki CPA CFP CFE EA CCPS CDFA is a reputable accounting and finance institution located at 3701 State Street in Schenectady, New York, United States. With a team of highly qualified professionals holding various certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Fraud Examiner (CFE), Enrolled Agent (EA), Certified College Planning Specialist (CCPS), and Certified Divorce Financial Analyst (CDFA), the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, financial planning, fraud examination, college planning, or divorce financial analysis, Mark D Witecki CPA CFP CFE EA CCPS CDFA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
Upwise Professionals LLC
Upwise Professionals LLC is a leading institution located at 433 State Street, Schenectady, New York, United States. Specializing in Cloud SaaS platforms, Upwise empowers SMBs with innovative tools and offers SaaS consultants to ensure early success in identifying, automating, and optimizing business processes. Are you looking for effective customer engagement strategies? Upwise provides platform agnostic end-to-end CRM services to help businesses eliminate customer data silos, enhance sales and marketing processes, integrate with third-party systems, and boost productivity.
DiCocco & Associates, Inc
DiCocco & Associates, Inc is a leading accounting and finance firm located in Schenectady, New York. With a commitment to providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other accounting services, DiCocco & Associates, Inc is here to help. Visit us at 1598 Union Street to learn more about how we can assist you with your financial needs.
Jason J. Getman CPA, PLLC
Jason J. Getman CPA, PLLC is a reputable accounting and finance institution located at 1509 Union Street in Schenectady, New York, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Jason J. Getman CPA, PLLC is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are committed to providing top-notch service to all of their clients.
Dan Miller - Financial Advisor, Ameriprise Financial Services, LLC
Dan Miller - Financial Advisor at Ameriprise Financial Services, LLC, located at 1205 Troy-Schenectady Road in Latham, New York, offers a wide range of financial services to individuals and businesses. Dan Miller holds various 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®, CFP®, 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 reflect Dan Miller's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Dan Miller can provide personalized financial advice tailored to your specific needs. Contact Dan Miller at Ameriprise Financial Services, LLC for comprehensive financial planning services.
George Handyman Services
George Handyman Services is a reliable and professional general contractor located at 62 Wyllie Street in Schenectady, New York. With years of experience in the industry, we offer a wide range of handyman services to meet all of your home improvement needs. From minor repairs to major renovations, our team of skilled craftsmen is dedicated to providing high-quality workmanship and exceptional customer service. Whether you need help with plumbing, electrical, carpentry, or any other home improvement project, you can trust George Handyman Services to get the job done right. Contact us today to schedule a consultation and see how we can help bring your vision to life.
Scott Olsen Handyman Services LLC
Scott Olsen Handyman Services LLC is a reputable general contractor located at 931 Wendell Avenue in Schenectady, New York. With years of experience in the industry, we pride ourselves on providing high-quality handyman services to residential and commercial clients. Our skilled team is dedicated to completing projects efficiently and to the highest standards. From minor repairs to major renovations, Scott Olsen Handyman Services LLC is your go-to solution for all your contracting needs. Contact us today for a free consultation and estimate.
Kellman Barnes Financial Planning
Kellman Barnes Financial Planning is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York, United States. With a team of experienced financial planners, we specialize in providing tailored financial solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experts are here to guide you every step of the way. Trust Kellman Barnes Financial Planning to secure your financial future.
RBC Wealth Management
RBC Wealth Management, located at 461 Clinton Street in Schenectady, New York, is a finance institution that prioritizes your unique goals and aspirations. Our team goes beyond just the numbers to create a personalized wealth management plan that meets your needs and ambitions. We work with you to develop strategies that focus on what matters most to you and your family, helping you navigate through changes and protect your wealth for a more secure future. With a focus on both your current needs and future goals, we provide guidance and support to help you achieve financial confidence. Whether it's assisting your family, responsible investing, or philanthropic giving, we help you make a difference in a way that aligns with your values.
Next Financial Group
Next Financial Group is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Next Financial Group is here to help. Contact us today to schedule a consultation and take the next step towards financial success.
Next Financial Group
Next Financial Group is a leading finance institution located at 650 Franklin Street in Schenectady, New York, United States. We offer a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you navigate the complexities of the financial world and make informed decisions about your money.
Services Financial
Services Financial is a leading finance institution located in Schenectady, New York, United States. We offer a wide range of financial services to individuals, businesses, and organizations. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and objectives. Whether you need assistance with investments, loans, or financial planning, we are here to provide expert guidance and support. Trust Services Financial to help you navigate the complexities of the financial world and secure your financial future.
David Hawley - Thrivent
David Hawley - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Our team is dedicated to helping you achieve your financial goals through personalized and holistic advice. With a focus on protecting what matters most to you, retaining assets, and efficiently transferring wealth, we strive to provide comprehensive financial strategies that are in your best interest. Our experienced professionals at Mengel Morse and Associates, backed by a well-rounded team, offer a complete financial experience to clients across 32 states, including New York, Pennsylvania, Delaware, and Connecticut. Whether you are looking for guidance on managing wealth or have specific financial goals in mind, we tailor our advice to create a personalized blueprint that evolves with your needs and objectives.
Markal & Associates
Markal & Associates is a trusted finance institution located at 3007 Williamsburg Drive in Schenectady, New York, United States. With years of experience in the financial industry, our team of professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Markal & Associates is dedicated to providing top-notch service and guidance every step of the way. Visit us today to see how we can help you secure your financial future.
Grant Mengel - Thrivent
Grant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. They offer a range of certifications and designations 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The advisors at Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert advice and guidance to individuals, retirees, small business owners, and high net worth clients.
Mark Wells - Financial Advisor, Ameriprise Financial Services, LLC
Mark Wells is a Financial Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Mark Wells holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAS®, CASL®, CDFA®, CEP™, CExP™, CFA®, CFP®, CFS®, ChFC®, ChSNC™, CIMA®, CKATM, CLTC, CLU®, CPWA®, CRC®, CRPC®, CRPS®, CTFA, CWPP™, FSCP®, MSFS, RICP®, WMCP™. Mark Wells specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, investment strategies, retirement planning, estate planning, and risk management, Mark Wells is dedicated to helping clients achieve their financial goals with integrity and expertise. Contact Mark Wells today for personalized financial advice tailored to your unique needs and objectives.
Simon Blattstein - Thrivent
Simon Blattstein - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. They are licensed in multiple states, including CT, DE, FL, ID, MD, NY, OR, PA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients should consult with their attorney or tax professional for these matters. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.
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