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TOP 30 Customized financial advice in Albany, NY
89 results found
A convenient service for searching for businesses, places and services
Wilson Advisors, LLC
Wilson Advisors, LLC is a professional finance institution located at 1764 U.S. 9 in New York, United States. Specializing in financial counseling services for senior corporate executives and high net worth individuals, Wilson Advisors, LLC is dedicated to understanding the unique goals, values, and risk tolerance of each client. Founded by Tim Wilson in 2007, the firm offers personalized services with complete transparency, charging a flat fee for all services. With over 25 years of experience, Tim Wilson and his team of financial counselors have the education, resources, and dedication to assist clients with all their financial planning needs. Clients praise Tim Wilson for his professionalism, comprehensive advice, and ethical business practices. Based in the Albany-Saratoga region of New York, Wilson Advisors, LLC serves clients across the United States.
Bernard Toney Incorporated
Bernard Toney Incorporated is a reputable institution located at 418 Broadway, Albany, New York, United States. With a strong track record of providing top-notch services, Bernard Toney Incorporated is a trusted name in the industry. Specializing in financial consulting and investment management, the institution offers personalized solutions to help clients achieve their financial goals. The team of experts at Bernard Toney Incorporated is dedicated to providing excellent customer service and delivering results that exceed expectations. Whether you are looking for retirement planning, wealth management, or investment advice, Bernard Toney Incorporated has the expertise to help you navigate the complex world of finance. Visit them today to see how they can help you secure your financial future.
Liberty Tax
Liberty Tax is a finance institution located at 16252 VTO in Albany, New York, United States. We specialize in providing expert tax preparation services to individuals and businesses, helping our clients navigate the complex world of taxes with ease. Our knowledgeable staff are dedicated to providing top-notch customer service and ensuring that our clients receive the maximum refund possible. Trust Liberty Tax to handle all of your tax needs efficiently and accurately.
Liberty Tax
Liberty Tax is a finance institution located at 900 Central Avenue in Albany, New York, United States. We specialize in providing expert tax preparation services to individuals and businesses, ensuring that our clients receive the maximum refunds possible. Our knowledgeable staff is dedicated to helping our customers navigate the complexities of the tax system and file their returns accurately and efficiently. Trust Liberty Tax to handle all of your tax needs with professionalism and expertise.
William Z Bayba Associates
William Z Bayba Associates is a finance institution located at 1573 Central Avenue in Albany, New York. With a team of experienced professionals, we offer a wide range of financial services to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with taxes, our dedicated staff is here to provide personalized solutions tailored to your individual needs. Trust William Z Bayba Associates to guide you towards a secure financial future.
James Whalen III - Morgan Stanley
James Whalen III - Morgan Stanley is a prestigious finance institution located at 80 State Street in Albany, New York. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the United States. With a focus on providing personalized and comprehensive financial solutions, James Whalen III - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, the experienced professionals at this institution are committed to providing top-notch financial guidance and support.
The Hudson River Group - Morgan Stanley
The Hudson River Group at Morgan Stanley is a leading finance institution located at 80 State Street in Albany, New York. With a focus on providing top-tier financial services, the institution offers expert advice and guidance to clients seeking investment opportunities, wealth management solutions, and strategic financial planning. The team at The Hudson River Group is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Trust in The Hudson River Group at Morgan Stanley for all your financial needs in the Albany area.
JP Multi Services LLC
JP Multi Services LLC is a finance institution located at 54 State Street, Albany, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with tax preparation, accounting, bookkeeping, or financial planning, we are here to help. Trust JP Multi Services LLC to provide you with the financial expertise and support you need to succeed.
RK Miller Associates LLC
RK Miller Associates LLC is a reputable consulting firm located at 90 State Street in Albany, New York. With a team of experienced professionals, they provide a wide range of services including strategic planning, project management, and business development. Their expertise and dedication to client satisfaction have made them a trusted partner for businesses looking to achieve their goals and maximize their potential. Whether you are a small start-up or a large corporation, RK Miller Associates LLC is committed to helping you succeed.
25th Hour Accounting Solutions
25th Hour Accounting Solutions is a reliable and professional accounting firm located in the heart of Albany, New York. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us at 9 Garden Street to see how we can help you make the most of your finances.
Culnan Insurance Agency LLC
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.
Kelly McGrath - State Farm Insurance Agent
Kelly McGrath - State Farm Insurance Agent is an insurance agency located at 233 North Greenbush Road, Troy, New York, United States. With over 25 years of experience at State Farm and a decade of serving the Capital Region, our knowledgeable team is dedicated to helping you with all your insurance and financial service needs. We serve customers in New York and Vermont, with a focus on Rensselaer County, Albany County, Schenectady County, Saratoga County, and Bennington County. Whether you're looking for life insurance options or advice on storing and protecting collectibles, we are here to assist you. Contact us for a free quote and insurance consultation. We look forward to meeting you and providing impeccable customer service.
Becky Ianniello - State Farm Insurance Agent
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.
Fasny Federal Credit Union
FASNY Federal Credit Union, located at 107 Washington Avenue in Albany, New York, is a trusted financial institution offering a range of services including ATM access and financing options for apparatus or equipment. With a commitment to excellence, FASNY FCU prides itself on providing friendly and professional service while building lasting relationships with each member. Whether you're in need of a credit card or a loan, FASNY FCU has you covered with competitive rates based on creditworthiness. Rest assured, your privacy and security are a top priority as FASNY FCU provides links to third party websites for added convenience. Choose FASNY FCU for all your financial needs and experience the difference of personalized service and reliable solutions.
First New York Federal Credit Union
First New York Federal Credit Union is a trusted financial institution located at 818 Central Avenue in Albany, New York. As a full-service credit union, we offer a range of banking and financial services, including ATMs for convenient access to your funds. Our interactive location finder makes it easy to locate your nearest branch or ITM. We are federally insured by the National Credit Union Administration and are proud to be an Equal Housing Lender. Visit us today to experience personalized service and competitive rates.
Car Buyers Express
Car Buyers Express is a premier car dealership and finance center located at 4 Winners Circle in Albany, New York. Our expert team is dedicated to providing a hassle-free and transparent car buying experience for our customers. With a wide selection of high-quality vehicles and competitive financing options, we make it easy for you to find the perfect car at the right price. Visit us today and let us help you drive home in the car of your dreams!
SEFCU Mortgage Services
SEFCU Mortgage Services is a trusted financial institution located at 700 Patroon Creek Boulevard in Albany, New York. Specializing in mortgage services, SEFCU offers a range of financing options for individuals looking to purchase or refinance a home. As a general contractor in the finance industry, SEFCU Mortgage Services provides expert guidance and personalized solutions to help clients achieve their homeownership goals. With a commitment to excellence and customer satisfaction, SEFCU Mortgage Services is a reliable choice for all your mortgage needs.
Homestead Funding Corp: Douglas Seder, MBA | NMLS# 55968
Homestead Funding Corp, led by Douglas Seder, MBA, NMLS# 55968, is a finance institution located at 8 Airline Drive in Albany, New York, United States. As the Sales Manager for the Corporate Albany Office, Douglas Seder is a Licensed Loan Originator and the leader of the Seder Team. With over 15 years of experience at Homestead Funding, he is dedicated to providing efficient and cost-effective home financing solutions for clients in New York and Vermont. Doug's expertise, professionalism, and educational background enable him to guide clients through the home financing process with ease, ensuring they reach closing on the best possible terms in the shortest time frame. The Seder Team's commitment to excellence and personalized approach make working with them a pleasure for both customers and professional colleagues.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 26 Century Hill Drive in Latham, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and financial services to meet the diverse needs of its clients. Known for its reliability and customer-centric approach, New York Life Insurance is committed to providing quality coverage and personalized solutions to help individuals and families protect their assets and achieve their financial goals. Whether you are looking for life insurance, retirement planning, or investment options, you can trust New York Life Insurance to provide expert guidance and support every step of the way.
Amsure
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.
Jules Canez
Jules Canez is a renowned health institution located at 750 Broadway in Albany, New York, United States. With a team of dedicated healthcare professionals, Jules Canez offers a wide range of medical services to cater to the diverse healthcare needs of the community. From preventive care to specialized treatments, Jules Canez is committed to providing high-quality and compassionate care to all patients. Visit us today to experience excellence in healthcare.
H&R Block
H&R Block is a well-known accounting and finance institution located at 4246 Albany Post Road in Hyde Park, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and quality service to meet your needs. Visit their office in Hyde Park today to get started on achieving your financial goals.
Creative Pension Consultants
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.
AXA Advisors
AXA Advisors is a financial institution located at 1 Albany Ave # G3a in Kingston, New York, United States. As a leading provider of financial services, AXA Advisors offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors, AXA Advisors provides personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, AXA Advisors can help you create a customized financial plan that meets your needs.
The LOSAP Group
The LOSAP Group is a finance institution located at 455 Patroon Creek Boulevard in Albany, New York, United States. Specializing in providing financial services and solutions, The LOSAP Group offers a wide range of financial products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, The LOSAP Group is dedicated to providing top-notch customer service and personalized financial advice to its clients. Whether you are looking to invest, save for retirement, or plan for the future, The LOSAP Group is here to help you every step of the way.
Fidelity Investments
Fidelity Investments is a renowned financial institution located at 59 Wolf Road in Albany, New York, United States. As a leading player in the finance industry, Fidelity Investments offers a wide range of investment services and products to help individuals and businesses achieve their financial goals. With a reputation for excellence and reliability, Fidelity Investments is dedicated to providing exceptional customer service and expert financial advice to its clients. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Fidelity Investments is the trusted partner you can rely on for all your financial needs.
RWP Tax & Accounting, LLC
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.
Homestead Funding Corp: Joel Slutsky | NMLS# 56542
Homestead Funding Corp, led by Senior Licensed Loan Originator Joel Slutsky, is a finance institution located at 8 Airline Drive in Albany, New York, United States. With over three decades of experience in the mortgage industry and more than sixteen years with Homestead Funding, Joel is dedicated to providing top-notch customer service and maintaining integrity in all transactions. Originally from Niskayuna and currently residing in Clifton Park, Joel is not only passionate about helping clients secure their dream homes but also about giving back to the community through charity work. He has been honored by organizations such as the NFL Alumni Caring for Kids and the Ronald McDonald House, and is currently the main sponsor for the Capital District Skins Game to benefit the Boys & Girls Club of Schenectady. Please note that the figures provided by the institution's calculator are for planning and educational purposes only, and actual rates may vary based on specific loan terms, credit history, property type, and other factors. Homestead Funding is licensed in multiple states including AL, AZ, CA, CO, CT, FL, GA, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NY, PA, RI, SC, TN, VA, and WI. The institution is regulated by various state departments and agencies to ensure compliance with industry standards. For more information or to inquire about loan options, please contact Joel Slutsky at Homestead Funding Corp.
Helmut Gerstenberger - Citizens, Home Mortgage
Helmut Gerstenberger - Citizens, Home Mortgage is a reputable finance institution located at 833 Broadway in Albany, New York, United States. Specializing in home mortgage services, this institution provides expert guidance and support to citizens looking to purchase or refinance their homes. With a strong commitment to customer satisfaction and financial well-being, Helmut Gerstenberger - Citizens, Home Mortgage is dedicated to helping individuals achieve their homeownership dreams. Trustworthy and reliable, this institution is a trusted partner for navigating the complexities of the mortgage process.
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