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TOP 30 Customized retirement plans in Schenectady, NY
12 results found
A convenient service for searching for businesses, places and services
The Mohawk Valley Group - Morgan Stanley
The Mohawk Valley Group - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and investment opportunities to individuals and businesses in the Mohawk Valley region. With a team of experienced professionals and a commitment to providing personalized financial solutions, The Mohawk Valley Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. Our team of experienced advisors offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Morgan Stanley Financial Advisors is dedicated to helping our clients build and protect their wealth for the future.
Edward Jones - Financial Advisor: Shaun I Roach
Edward Jones - Financial Advisor: Shaun I Roach is a reputable finance institution located at 356 Troy-Schenectady Road in Latham, New York. As a trusted financial advisor, Shaun I Roach provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can trust in the expertise and dedication of Shaun I Roach and the Edward Jones team. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Shaun I Roach is committed to helping you navigate the complexities of the financial world with confidence.
Trustco Bank
Trustco Bank, located at 201 Troy-Schenectady Road in Latham, New York, is a trusted institution offering a range of financial services including ATM services, banking, and finance. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to its customers while supporting its employees and the communities it serves. Customers can take advantage of various account options such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account, all designed to help individuals achieve their financial goals. Trustco Bank has been recognized for its outstanding services, including being voted the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.
Fazio / Schmitz / Sheehan Group - Morgan Stanley
The Fazio / Schmitz / Sheehan Group at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York. With a focus on providing exceptional 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 solutions, our experienced professionals are here to assist you every step of the way. Trust in the Fazio / Schmitz / Sheehan Group at Morgan Stanley for all your financial needs.
Sunmark Credit Union
Sunmark Credit Union is a trusted financial institution located at 1187 Troy-Schenectady Road in Latham, New York. As a credit union, Sunmark offers a wide range of financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. Additionally, Sunmark Credit Union provides convenient ATM services for easy access to cash withdrawals and account management. With a commitment to serving the community and helping members achieve their financial goals, Sunmark Credit Union is a reliable and customer-focused institution in the United States.
BSNB Latham
BSNB Latham is a trusted financial institution located at 1202 Troy-Schenectady Road in Latham, New York. As a full-service bank, we provide a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to customer service and community involvement, BSNB Latham is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with BSNB.
Amy Aldrich - State Farm Insurance Agent
Amy Aldrich - State Farm Insurance Agent is a reputable insurance agency located at 123 Saratoga Road in Glenville, New York, United States. Situated at Socha Plaza, across from Schenectady County Airport, Amy Aldrich has been serving the Capital Region for over 15 years. The agency offers a wide range of insurance services including Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Health Insurance, Business Insurance, and more. Specializing in various types of insurance coverage, the agency also provides financial services such as Banking, Retirement Planning, and College Planning. Amy Aldrich is dedicated to improving the lives and futures of their State Farm customers and the community at large, one relationship at a time. With a team of caring and motivated professionals, the agency strives to provide excellent customer service and meet the specific needs of each policyholder through education and personalized solutions.
Tim Ochs - State Farm Insurance Agent
Tim Ochs - State Farm Insurance Agent is a local insurance agency located at 1811 Curry Road in Schenectady, New York. Since 1998, Tim Ochs has been assisting customers with their Auto, Home, Life, and Small Business Insurance needs. With a strong commitment to the community, Tim has built relationships in the Capital District and throughout New York State. As a State Farm agent since 1984, Tim has a wealth of experience in the insurance industry, including roles as a claim associate, Re-inspector/Trainer, and Claim Superintendent. Tim's wife, Stacy, is also a State Farm agent, and together they have been serving the Albany area since 1990. The team at Tim Ochs - State Farm Insurance Agent is dedicated to providing exceptional service and helping customers navigate their insurance needs. Services offered include Auto Insurance, Home, Life, Health, Business, Retirement Planning, and Financial Products.
James L Phillips - Financial Advisor, Ameriprise Financial Services, LLC
James L Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road in Latham, New York. With a focus on providing personalized financial solutions, James and his team offer a range of services to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus," which can be reviewed based on your location search to find the best match for your needs. By looking into their backgrounds, credentials, and experience, you can make an informed decision on who to work with.
John V Rawson III - Morgan Stanley
John V Rawson III - Morgan Stanley is a reputable financial institution located at 1212 Troy-Schenectady Road in Latham, New York. As a branch of Morgan Stanley, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, John V Rawson III - Morgan Stanley is dedicated to providing top-notch financial guidance and support.
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.
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