Expert financial analysis in Albany, NY
19 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Robert J. McNamara Financial Consultants
● OpenRobert J. McNamara Financial Consultants, located at 132 South Swan Street in Albany, New York, is a finance institution dedicated to helping individuals plan for their financial future with ease and confidence. While planning a vacation may seem more exciting, planning for retirement can often be overwhelming and intimidating. However, with the expert guidance of Robert J. McNamara Financial Consultants, you can approach your financial planning with excitement and anticipation. Our team is committed to helping you navigate the uncertainties and fears that often come with retirement planning, ensuring that you and your family can look forward to your upcoming years with confidence. We understand that financial planning is often overlooked, but it is one of the most important things you can do for yourself and your loved ones. With our assistance, you can achieve your future financial goals and enjoy peace of mind knowing that we have your back every step of the way.
132 S Swan St, Albany, NY 12210, 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 -
Merrill Lynch Financial Advisor Douglas Parks
● ClosedMerrill Lynch Financial Advisor Douglas Parks, located at 69 State Street, Albany, New York, United States, offers personalized financial services to successful individuals looking to pursue their wealth management goals. With a focus on goals-based wealth planning, Douglas leverages the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to provide tailored financial advice. He works closely with clients' attorneys, accountants, and other advisors to offer comprehensive guidance that complements their overall financial situation and long-term objectives. Additionally, clients may benefit from the expertise of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic banking guidance. Douglas follows a well-defined wealth planning process, assisting clients with pre-retirement financial analysis, transition planning, retirement income planning, estate planning, and insurance strategies. With a commitment to building strong client relationships based on trust and personalized service, Douglas and his team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor James V O'Connor
● ClosedMerrill Lynch Financial Advisor James V O'Connor, located at 69 State Street, Albany, New York, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. Beginning with a conversation to identify and prioritize your goals, the team helps you make investment-related decisions that align with your aspirations. Utilizing the Investment Personality Assessment, they tailor a financial approach to suit your preferences. With over 70 years of combined experience, the team collaborates with entrepreneurs and families to develop strategies tailored to their specific financial needs. The Merrill Personal Wealth Analysis™ helps create a personalized plan centered on your goals. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and the markets. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions. Let Merrill Lynch Financial Advisor James V O'Connor help you achieve your financial goals with a personalized approach centered on your needs and priorities.
69 State St, Albany, NY 12207, 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 -
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 -
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 -
Edward Jones - Financial Advisor: Zachary A Grady
● OpenEdward Jones - Financial Advisor: Zachary A Grady is a reputable financial institution located at 360A Northern Boulevard in Albany, New York. Specializing in accounting and finance services, Zachary A Grady and his team provide personalized financial advice and guidance to help clients achieve their financial goals. With a commitment to excellent customer service and a thorough understanding of the financial industry, Edward Jones - Financial Advisor: Zachary A Grady is a trusted partner in helping individuals and businesses secure their financial future.
360A Northern Blvd, Albany, NY 12204, United States -
Shahbaz Katebzadeh
● OpenShahbaz Katebzadeh is a reputable health institution located at 65 Wolf Road in Albany, New York, United States. Specializing in dental and medical services, the institution is dedicated to providing high-quality care to patients in a comfortable and professional environment. With a team of experienced and skilled doctors and dentists, Shahbaz Katebzadeh offers a wide range of services to meet the diverse healthcare needs of the community. Whether you are in need of routine check-ups, dental cleanings, or specialized medical treatments, you can trust Shahbaz Katebzadeh to provide exceptional care tailored to your individual needs.
65 Wolf Rd, Albany, NY 12205, United States -
FinanciAyers Consulting, LLC
● OpenFinanciAyers 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 -
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 -
Robert W Baird & Co
● OpenRobert W. Baird & Co is a leading financial institution located in Albany, New York. With a strong reputation for excellence in finance, they offer a wide range of services including investment banking, wealth management, and asset management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Robert W. Baird & Co is committed to providing expert guidance and support every step of the way. Visit their office at 54 New York 5, Albany, New York to learn more about how they can help you secure your financial future.
54 NY-5, Albany, NY 12207, United States -
Capital Futures
● OpenCapital Futures is a leading financial institution located in Albany, New York, United States. Specializing in futures trading, our team of experts offers a wide range of financial services to help clients achieve their investment goals. With a commitment to excellence and innovation, Capital Futures is dedicated to providing personalized solutions and cutting-edge technology to our clients. Whether you are a seasoned investor or new to the world of finance, our experienced professionals are here to guide you every step of the way. Trust Capital Futures to help you navigate the complex world of futures trading and secure your financial future.
Albany, NY 12223, United States -
William Z Bayba Associates
● ClosedWilliam 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.
1573 Central Ave, Albany, NY 12205, United States -
A A Accounting & Consulting
● ClosedA A Accounting & Consulting is a reputable institution located at 90 State Street in Albany, New York. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and thrive in today's competitive market. Trust A A Accounting & Consulting for all your accounting and consulting needs.
90 State St, Albany, NY 12207, United States -
RK Miller Associates LLC
● OpenRK 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.
90 State St, Albany, NY 12203, United States -
Global Accounting and Tax Point LLC
● ClosedGlobal Accounting and Tax Point LLC is a leading accounting and finance institution located at 328b Central Avenue, Albany, New York, United States. Our team of experienced professionals is dedicated to providing top-notch accounting and tax services to individuals and businesses worldwide. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of financial management with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust Global Accounting and Tax Point LLC for all your accounting and finance needs.
328b Central Ave, Albany, NY 12206, United States -
Jules Canez
● OpenJules 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.
750 Broadway, Albany, NY 12207, United States -
CT Corporation
● ClosedCT Corporation, located at 187 Wolf Road in Albany, New York, is a trusted global provider of professional information, software solutions, and services for various industries including healthcare, finance, legal, and regulatory sectors. With a focus on clinical effectiveness, learning, research, and safety, CT Corporation offers tools and expert guidance to help companies meet regulatory requirements and manage ESG risks efficiently. Specializing in financial compliance, CT Corporation helps customers meet obligations to external regulators by unifying and optimizing processes to provide a real-time and accurate view of their financial position. Additionally, CT Corporation enables organizations to adhere to regulatory obligations, manage risk, increase efficiency, and achieve better business outcomes.
187 Wolf Rd #101, Albany, NY 12205, United States
- Financial consulting
- Financial advisor
- Tax advisor
- Pediatric dentistry
- Pediatrician
- Tax consultant
- Taxi
- Psychotherapy
- Law company
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos