The 30 Best Family wealth in Schenectady, New York

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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.

Wealth Advisory Group LLC is a leading finance institution located at 1207 Troy-Schenectady Road in Latham, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Wealth Advisory Group LLC offers tailored solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Three Buckets Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. The team at Three Buckets Wealth Management is dedicated to helping families plan and achieve their financial dreams. They offer personalized strategies to empower individuals with confidence and control over their finances, whether the goal is retirement, investment growth, or leaving a legacy for loved ones. The team invites individuals to start their financial journey with a complimentary initial consultation to celebrate milestones and work towards turning dreams into realities. The institution prioritizes the financial well-being of each client's family and is committed to walking the path together. Ameriprise financial advisors are registered in certain U.S. states and provide an overview of financial planning concepts during the initial consultation. While Ameriprise Financial cannot guarantee future financial results, they are dedicated to helping clients achieve their goals. Clients can expect to hear from the team soon after a referral is made. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients.

Ryan P Lambert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Specializing in finance, Ryan P Lambert 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®, CERTIFIED FINANCIAL PLANNER™, 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®. With a focus on providing expert financial advice and planning services, Ryan P Lambert is dedicated to helping individuals navigate complex financial situations and achieve their wealth management goals.

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.

André Turman - Morgan Stanley Financial Advisor is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As a trusted financial advisor, André Turman provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, André Turman is dedicated to providing top-notch financial advice and investment strategies. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, André Turman - Morgan Stanley Financial Advisor is here to help you navigate the complexities of the financial world.

WhitsonLaw, PLLC. is a trusted institution located at 8279 River Street in Elizabethtown, New York, United States. Specializing in family law matters, our firm is a Certified Divorce Specialists (CDS®) Aligned Firm, offering services such as divorce, mediation, custody, child support, protective orders, adoption, and more. Our team of experienced attorneys and mediators, who are also native Spanish speakers, are dedicated to guiding you through your legal needs. We proudly serve residents in Essex, Clinton, Warren, Albany, Schenectady, Rensselaer, Saratoga, Schoharie, Greene, Franklin, and Washington Counties. With a focus on providing effective solutions, our legal professionals bring a wealth of legal expertise, courtroom experience, and problem-solving skills to assist clients both in and out of court.

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.

Nikki Stone - State Farm Insurance Agent is a dedicated insurance professional located at 1334 Union Street, Schenectady, New York, United States. With 4 years of experience, Nikki has honed her skills in insurance and financial services, and is committed to helping clients protect, grow, and transfer their wealth. Beyond her professional life, Nikki is a devoted family woman who finds inspiration in her loved ones. The institution's mission is to inspire people to take a proactive approach to their personal financial future, offering guidance on protection, growth, and creating legacies. The team at Nikki Stone - State Farm Insurance Agent helps customers with various insurance and financial services needs, including life insurance, annuities, and deposit products.

James Trauring & Associates, LLC is a reputable law firm located at 705 Union Street in Schenectady, New York. Specializing in various legal matters, the experienced team of lawyers at this institution provides expert guidance and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, James Trauring & Associates, LLC is dedicated to providing high-quality legal services tailored to meet your specific needs. With a commitment to excellence and a track record of success, this law firm is a trusted resource for individuals seeking professional and reliable legal representation in the United States.

Matthew J. Simone, Esq. is a partner at the prestigious law firm of Gerstenzang, Sills, Cohn & Gerstenzang located at 210 Great Oaks Boulevard in Albany, New York. With a Bachelor's Degree in financial management from Binghamton University and a law degree from Albany Law School, Mr. Simone brings a wealth of knowledge and experience to his practice. During his time at Binghamton University, Mr. Simone excelled both academically and athletically, serving as captain of the baseball team in his senior year. He gained valuable experience interning at the Schenectady County Public Defender's Office and the Albany County District Attorney's Office during his time at law school.

Gordon, Tepper & DeCoursey, LLP is a prestigious law firm located at 113 Saratoga Road in Schenectady, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in need of representation. Specializing in various areas of law, including personal injury, family law, real estate, and more, they are committed to helping their clients navigate the legal system with expertise and compassion. Whether you are facing a complex legal issue or simply need legal advice, Gordon, Tepper & DeCoursey, LLP is here to help.

O Villano Law Firm is a reputable legal institution located at 650 Franklin Street in Schenectady, New York. Specializing in various areas of law, the firm is committed to providing high-quality legal services to clients in need of expert legal representation. With a team of experienced lawyers, O Villano Law Firm is dedicated to advocating for their clients' rights and achieving favorable outcomes in legal matters. Whether you are facing a criminal charge, dealing with a family law issue, or in need of estate planning services, O Villano Law Firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.

G Alexandra Verrigni PLLC is a reputable law firm based in Schenectady, New York, United States. Specializing in various legal areas, the firm offers expert legal services to clients in need of professional guidance and representation. With a focus on providing personalized and effective solutions, G Alexandra Verrigni PLLC is dedicated to serving the legal needs of individuals and businesses in the area. Whether you are facing a complex legal issue or simply need legal advice, the experienced team at G Alexandra Verrigni PLLC is here to help.

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.

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.

Mengel Morse and Associates is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the field, our team of professionals is dedicated to providing holistic and tailored financial advice to help you achieve your most important goals. Whether you are planning for the future, managing wealth, or seeking guidance on life insurance, our comprehensive strategies are designed to meet your individual needs. As part of Thrivent, a Fortune 500 company with a long heritage of financial strength, we offer expert solutions and a commitment to giving back to the communities we serve. Our goal is to help you achieve financial clarity and confidence as you work towards your dreams. Contact us today to learn more about how we can help you on your financial journey.

Mike Macdonald: Primerica - Financial Services is a reputable finance and insurance agency located at 678 Troy-Schenectady Road in Latham, New York. With a strong focus on providing quality financial services, Mike Macdonald and his team offer a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, Primerica is dedicated to helping you secure your financial future. Visit their office today to learn more about the services they offer and how they can assist you in reaching your financial objectives.

Edward Jones - Financial Advisor: Frank J Coluccio Jr is a trusted finance institution located at 356 Troy-Schenectady Road in Latham, New York. With a commitment to providing personalized financial solutions, Frank J Coluccio Jr and his team offer expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit their office today to learn more about their services and how they can help you reach your financial goals.

Welcome to the Suffolk Mediation Center, your trusted partner in resolving disputes effectively and amicably. Located at 15 Frowein Road, Building A3, Center Moriches, New York, our center is dedicated to providing a supportive environment where parties can express their interests and work towards a customized resolution. Mediation is a time-honored method for conflict resolution, offering a cost-effective and less stressful alternative to court proceedings. Our experienced mediators, including Fred L. Ayler, a New York State certified mediator and community leader, and Gabriele Burner, a skilled litigator with nearly two decades of experience, are here to guide you through the mediation process. Together, they bring a wealth of knowledge and a unique approach to dispute resolution, ensuring that both parties have a neutral ear and a confidential setting to reach an agreement.