TOP 10 Custom tailored risk management in Albany, NY
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Albany Financial Group
● ClosedAlbany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Albany Financial Group is here to guide you every step of the way. Our personalized approach and commitment to excellence make us a trusted partner for all your financial needs.
80 Wolf Rd #301, Albany, NY 12205, United States -
SEFCU Wealth Management Services
● ClosedSEFCU Wealth Management Services is a finance institution located at 655 Patroon Creek Boulevard in Albany, New York. With a focus on helping clients achieve their financial goals, SEFCU offers a range of wealth management services including investment planning, retirement planning, and estate planning. Their team of experienced financial advisors work closely with clients to develop personalized strategies that align with their individual needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets for future generations, SEFCU Wealth Management Services is dedicated to providing comprehensive and tailored solutions to help you reach your financial goals.
655 Patroon Creek Blvd, Albany, NY 12206, United States -
Pinnacle Investments, LLC. - Albany
● ClosedPinnacle Investments, LLC. in Albany, located at 125 Wolf Road, is a finance institution committed to providing planned results to help you achieve your goals. With a team of exceptional advisors, they offer a full spectrum of products and services including traditional stocks, bonds, CDs, mutual funds, personal financial planning, asset allocation, managed portfolios, and corporate pension plans. They also provide unique investment opportunities such as private placements and alternative investments. The institution believes that financial security is not just about making money, but effective planning and managing the money you've made. Their advisors offer strategies, advice, and services to help you achieve your financial goals, whether you're just starting out or have an established portfolio. With a focus on transparency and customer experience, they work with you to tailor a customized financial plan that fits your lifestyle and future goals. At Pinnacle Investments, they are dedicated to supporting you in building something of lasting value for your financial future.
125 Wolf Rd #406, Albany, NY 12205, United States -
ADK Wealth Management Group
● ClosedADK Wealth Management Group is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, our team is here to provide expert guidance and support. With a focus on integrity, transparency, and client satisfaction, ADK Wealth Management Group is committed to helping you secure a prosperous financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States -
Trimarc Wealth Management
● ClosedTrimarc Wealth Management is a leading financial institution located at 126 State Street in Albany, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. With a focus on long-term growth and financial security, we strive to provide tailored solutions that meet the unique needs of each individual or family. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Trimarc Wealth Management is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and start building a brighter financial future.
126 State St, Albany, NY 12207, United States -
David Rogers - RBC Wealth Management Financial Advisor
● ClosedDavid Rogers - RBC Wealth Management Financial Advisor is a trusted financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a dedicated financial advisor, David Rogers 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, David Rogers offers expert financial guidance and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, David Rogers - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States -
Pollard, Bryan & Carl Wealth Management of Janney Montgomery Scott LLC
● ClosedPollard, Bryan & Carl Wealth Management of Janney Montgomery Scott LLC is a prestigious finance institution located in Albany, New York. With a focus on providing top-tier wealth management services, the team at Pollard, Bryan & Carl is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your family's future, their experienced professionals are here to guide you every step of the way. Visit their office at 7 Southwoods Boulevard to learn more about how they can help you secure your financial future.
7 Southwoods Blvd Ste 200, Albany, NY 12211, United States -
Greg Reynolds - RBC Wealth Management Financial Advisor
● ClosedGreg Reynolds - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a skilled financial advisor, Greg Reynolds offers personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to providing top-notch customer service, Greg Reynolds is dedicated to helping individuals and families make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Greg Reynolds - RBC Wealth Management Financial Advisor can provide the expertise and guidance you need to secure your financial future.
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States -
Peter Gregory - RBC Wealth Management Financial Advisor
● ClosedPeter Gregory - RBC Wealth Management Financial Advisor is a finance institution located at 455 Patroon Creek Boulevard in Albany, New York, United States. As a trusted financial advisor, Peter Gregory provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored investment strategies, Peter Gregory helps clients navigate the complexities of the financial market with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Peter Gregory - RBC Wealth Management Financial Advisor is committed to helping you secure a brighter financial future.
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States -
Thomas Brockley - RBC Wealth Management Financial Advisor
● ClosedThomas Brockley - RBC Wealth Management Financial Advisor is a trusted institution located at 455 Patroon Creek Boulevard in Albany, New York. As a leading finance professional, Thomas Brockley provides expert financial advice and services to help clients achieve their financial goals. With a strong background in wealth management, Thomas Brockley offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Thomas Brockley is dedicated to helping you navigate the complex world of finance with confidence and ease. Trust Thomas Brockley - RBC Wealth Management Financial Advisor to guide you towards a secure financial future.
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States -
Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera
● ClosedNicotera 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.
313 Ushers Rd, Ballston Lake, NY 12019, United States -
James Watkinson - RBC Wealth Management Financial Advisor
● ClosedJames Watkinson - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, James Watkinson provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a strong focus on wealth management, James Watkinson offers expert advice and tailored solutions to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, James Watkinson - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial guidance and support.
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States -
Albany Pyramid Agency Inc
● ClosedAlbany Pyramid Agency Inc is a health insurance agency located at 21 Everett Road Extension in Albany, New York, United States. With a focus on providing quality insurance services to individuals and families, Albany Pyramid Agency Inc is dedicated to helping clients navigate the complexities of the healthcare system. Contact us at 1.518.459.1671 or email us at info@pyramidfunds.com for more information.
21 Everett Rd Ext, Albany, NY 12205, United States -
Arthur J Gallagher Risk Mgmt Services
● OpenArthur J. Gallagher Risk Management Services, located at 677 Broadway in Albany, New York, is a trusted global insurance and consulting partner dedicated to building confidence with their clients. With a history dating back to 1927, they have grown to become one of the leading insurance brokerage, risk management, and human capital consultant companies in the world. Their team of over 52,000 employees worldwide provides cost-effective, client-centric, and expertise-driven risk management solutions. Gallagher is more than just an insurance broker - they are a group of partners focused on creating innovative products and services for their clients.
677 Broadway Fl 4, Albany, NY 12207, United States -
Supreme Insurance & Risk Management
● OpenWelcome to Supreme Insurance & Risk Management, your trusted partner in safeguarding what matters most. Conveniently located at 537 Albany Avenue in the heart of Brooklyn, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. As a premier insurance agency, we specialize in a wide array of services, including home, auto, life, and business insurance, ensuring that you and your assets are well-protected. At Supreme Insurance & Risk Management, we understand that each client is different, which is why our experienced team takes the time to understand your specific requirements and craft personalized strategies that offer optimal coverage and peace of mind. Our commitment to exceptional customer service means you can count on us to be there when you need us the most, providing expert advice and support every step of the way.
537 Albany Avenue, Brooklyn, New York 11203, United States -
Cooperus Consulting
● ClosedCooperus Consulting, located at 350 Northern Boulevard in Albany, New York, is a trusted source for business funding in the finance industry. Specializing in factoring, they provide easy access to small business finance for B2B operations, with facilities set up in less than 7 days. They offer a variety of financial services including Merchant Cash Advances, SBA loans, Startup Funding, Equipment Purchasing, Commercial Real Estate, Lines of Credit, and Term Loans. Cooperus Consulting also buys contracts and annuity-styled payment streams for those in need of fast cash. Whether you are considering selling an Owner Financed Private Mortgage Note, a Structured Settlement, or need an advance for a pending inheritance or personal injury award, they can help you get the cash you need quickly.
350 Northern Blvd STE 324 -1377, Albany, NY 12204, United States -
AlbanyAdvisor Group
● ClosedAlbany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle. Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.
20 Corporate Woods Blvd 4th Floor, Albany, NY 12211, United States -
Lecce Financial Services, LLC
● ClosedLecce Financial Services, LLC is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lecce Financial Services, LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
8 Southwoods Blvd 2nd floor, Albany, NY 12211, United States -
Cody Wojdyla, CFP® - Certified Financial Planner
● ClosedCody 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.
18 Corporate Woods Blvd 2nd Floor, Albany, NY 12211, United States -
Steward Partners global Advisory, LLC
● ClosedSteward Partners Global Advisory, LLC is a finance institution located at 677 Broadway in Albany, New York, United States. They offer a wide range of financial advisory services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Steward Partners Global Advisory, LLC provides personalized strategies and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Steward Partners Global Advisory, LLC is dedicated to helping you succeed.
677 Broadway, Albany, NY 12207, United States -
Rosemont Financial Group
● ClosedRosemont Financial Group is a leading finance institution located at 18 Corporate Woods Drive in Albany, New York, United States. With a team of experienced professionals, Rosemont Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your personal finances or a business seeking strategic financial solutions, Rosemont Financial Group is dedicated to helping you achieve your financial goals. Trust in Rosemont Financial Group for expert advice and personalized financial strategies tailored to your specific needs.
18 Corporate Woods Dr, Albany, NY 12211, United States -
FinanciAyers Consulting, LLC
● ClosedFinanciAyers Consulting, LLC is a trusted financial consulting firm located at 37 Natick Street in Albany, New York, United States. Our team of experienced consultants provides personalized financial advice and solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet our clients' specific needs. With a commitment to excellence and a focus on building long-term relationships, FinanciAyers Consulting, LLC is dedicated to helping our clients secure their financial future.
37 Natick St, Albany, NY 12205, United States -
The Atrium Financial Group
● ClosedThe Atrium Financial Group is a premier finance and insurance agency located at 1 Northwestern Boulevard in Albany, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial services and tailored insurance solutions to meet the individual needs of our clients. With a focus on integrity, transparency, and personalized service, we strive to help our clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Atrium Financial Group is here to help you navigate the complexities of the financial world with confidence and peace of mind.
1 Northwestern Blvd, Albany, NY 12211, United States -
David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDavid Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution that offers a wide range of services to meet the individual needs of clients. David Needham holds various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, David Needham is a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst® (CFA), ensuring a high standard of excellence in personal financial planning and investment analysis. The institution also provides specialized services for clients with unique needs, such as those in domestic partnerships, seniors, and individuals with special needs. With a focus on ethical practices and continuous education, David Needham is dedicated to providing top-quality financial advice and support to clients in the Albany area.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 28 Corporate Drive in New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and investments. With a team of experienced financial advisors, Edelman Financial Engines provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines can provide the expertise and guidance you need to secure your financial future.
28 Corporate Dr Suite 101, Clifton Park, NY 12065, United States -
Merrill Lynch Financial Advisor Michael C Swezey
● ClosedMerrill Lynch Financial Advisor Michael C Swezey, located at 69 State Street, Albany, New York, United States, is a trusted finance institution offering personalized wealth management services. The team at Merrill Personal Wealth Analysis™ is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to your changing needs over time. By starting with a conversation, we can identify and prioritize your goals to create a customized financial plan tailored to your unique aspirations. Through the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to help you pursue what matters most to you. Our mission is to help you achieve your goals by designing and implementing a personalized plan focused on managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, we will work together to address your financial needs. Let's work together to help you achieve your financial goals and stay on track for the future.
69 State St, Albany, NY 12207, United States -
Richard F White - Morgan Stanley
● OpenRichard F. White - Morgan Stanley is a leading financial institution located at 80 State Street in Albany, New York. Specializing in finance, the institution offers a wide range of services including wealth management, investment banking, and asset management. With a team of experienced professionals, Richard F. White - Morgan Stanley is dedicated to providing clients with personalized financial solutions to help them achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to helping you navigate the complex world of finance with confidence and peace of mind.
80 State St 12th fl, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor William T Hazelton
● ClosedMerrill Lynch Financial Advisor William T Hazelton, located at 69 State Street, Albany, New York, United States, offers personalized financial services supported by the global resources of Merrill. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. By starting with a conversation to understand your goals and priorities, they create a customized financial approach to help you pursue what matters most to you, whether it's planning for retirement, saving for a home, or funding a child's education. With over 70 years of combined experience, their team collaborates with clients to tailor strategies to their specific financial needs and aspirations. Through the Merrill Personal Wealth Analysis™ and ongoing reviews, they help clients stay on track to achieve their goals and adjust their financial approach as life changes. As Merrill Lynch Wealth Management Advisors, they are committed to putting clients first and providing personalized investment strategies to address their individual needs and goals.
69 State St, Albany, NY 12207, United States -
Macaluso Group
● ClosedThe Macaluso Group is a leading finance institution located at 80 State Street in Albany, New York, United States. With a strong reputation for excellence in financial services, the Macaluso Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of its clients. Their team of experienced professionals is dedicated to providing top-notch financial advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, the Macaluso Group is committed to helping you succeed.
80 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Zachery Freire
● ClosedMerrill Lynch Financial Advisor Zachery Freire, located at 69 State Street, Albany, New York, United States, is committed to understanding your values and helping you achieve your financial goals. With a focus on personalized wealth management strategies, Zachery and his team work to create flexible financial plans tailored to your individual needs. As a US Army Veteran, Zachery is also actively involved in community organizations such as The CEG's Veteran Connect Center. Through one-on-one conversations and the Merrill Personal Wealth Analysis™, Zachery helps clients build and document personalized financial plans centered on their goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of each client's investing preferences to customize their financial approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Zachery provides comprehensive financial strategies to help clients manage, grow, and preserve their wealth.
69 State St, Albany, NY 12207, United States
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