The 30 Best Financial advisors in Schenectady, New York

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Square One Tax Resolutions, LLC is a professional accounting and finance institution located at 410 Troy-Schenectady Road in Latham, New York, United States. Specializing in tax resolutions, the experienced team at Square One is dedicated to helping individuals and businesses navigate complex tax issues and find solutions that work best for their financial situation. With a focus on personalized service and attention to detail, Square One Tax Resolutions, LLC is committed to providing top-notch financial guidance and support to clients in the Latham area and beyond.

Pascucci William CPA is a reputable accounting and finance institution located at 952 Troy-Schenectady Road in Latham, New York. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Their team of certified public accountants is dedicated to providing personalized and professional assistance to meet the unique needs of each client. Whether you need tax preparation, bookkeeping, or financial planning services, Pascucci William CPA is committed to delivering top-notch solutions to help you achieve your financial goals.

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 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.

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 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.

Stacy Ochs - State Farm Insurance Agent is a trusted institution located at 1811 Curry Road, Schenectady, New York, United States. Specializing in health and insurance services, they are dedicated to protecting you and your loved ones. The team, led by Stacy Ochs, is committed to providing quality customer service and insurance solutions. They offer a range of policies including auto insurance, homeowner's insurance, renters' insurance, business insurance, and life insurance. As September is Life Insurance Awareness Month, they encourage individuals to reach out for a quote to ensure their loved ones are protected. With a focus on community and customer care, Stacy Ochs and her team are ready to assist with all insurance and financial service needs. Visit their office in Schenectady or contact them today for personalized assistance.

Northwestern Mutual: Beckwith Trent is an insurance agency located at 1201 Troy-Schenectady Road, Latham, New York, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans that balance your current and future priorities at no cost to you. As a top 10 Independent Investment Broker-Dealer, we provide a wide range of financial options tailored to your goals. Our high financial strength ratings and accolades, such as being ranked the Best Life Insurance Company for Customer Experience by NerdWallet, showcase our commitment to excellence. Our advisors will guide you through life events and create a comprehensive financial plan that combines growth and protection strategies. Connect with an advisor today to start working towards the life you've always wanted.

Shirley Martinez - State Farm Insurance Agent is located at 1426 Altamont Avenue in Schenectady, New York. Situated in the Hannaford Plaza between Bank of America and Trustco Bank, above Consumer Optical, this insurance agency is ready to help you insure your auto, boat, RV, and ATV for the upcoming sunny days. As the State Farm Agent in Schenectady, Shirley Martinez takes pride in helping her community manage the risks of everyday life, recover from the unexpected, and realize their dreams. With a personal story of how insurance made a difference in someone's life, Shirley is dedicated to providing a custom plan for every individual, offering auto insurance, homeowners insurance, renter’s insurance, boat owners insurance, business insurance, and life insurance.

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.

Liberty Tax is a financial institution located at 1121 State Street in Schenectady, New York, United States. They offer a wide range of financial services including tax preparation, tax planning, and financial consulting. With a team of experienced professionals, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of the tax system and achieve their financial goals. Whether you need help with filing your taxes or creating a comprehensive financial plan, Liberty Tax is here to provide expert guidance and support.

Amazing Tax Service is a top-notch accounting and finance institution located on Glenwood Boulevard in Schenectady, New York, United States. Our team of experienced professionals is dedicated to providing exceptional tax services to individuals and businesses alike. From tax preparation to financial planning, we strive to exceed our clients' expectations and ensure their financial success. Trust Amazing Tax Service to handle all of your accounting and finance needs with precision and expertise.

PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.

Del-Sette Capital Management LLC, located at 1332 Union Street in Schenectady, New York, is an accounting, finance, and insurance agency dedicated to helping individuals plan for a happy retirement. The institution offers the unique HAPPINESS IN RETIREMENT™ Program, created by founder Bill Del-Sette who has over 26 years of experience in tax, investment management, and retirement planning. This comprehensive program aims to help clients achieve their retirement goals, maximize their income streams, and enjoy their wealth while they are healthy. Del-Sette Capital Management LLC believes that everyone should have a written life plan, and that retirement planning should be based on this plan. Clients of the institution are part of a community of interesting individuals with work-optional lifestyles. With a focus on maximizing retirement happiness, Del-Sette Capital Management LLC provides a personalized approach to help clients make the most of their wealth and enjoy a fulfilling retirement.

Sicilia & Associates, P.C. is a leading accounting and finance institution located at 2312 Broadway in Schenectady, New York, United States. Specializing in providing expert accountant and tax consultant services, our team is dedicated to helping individuals and businesses navigate complex financial matters with precision and efficiency. With a commitment to excellence and personalized attention, Sicilia & Associates, P.C. is your trusted partner for all your accounting and tax needs. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.

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.

Steven R. Jones, CPA, PC is a reputable accounting and finance institution located at 133 Saratoga Road in Schenectady, New York, United States. With a team of experienced and qualified professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Steven R. Jones, CPA, PC to provide expert advice and assistance with their financial needs.

Watson Peterson & Co. CPA PLLC is a reputable accounting and finance institution located on Front Street in Schenectady, New York, United States. Our team of certified public accountants provides a wide range of professional services to help individuals and businesses manage their financial affairs effectively. With a commitment to excellence and personalized service, we strive to exceed our clients' expectations and help them achieve their financial goals. Trust Watson Peterson & Co. CPA PLLC for all your accounting and finance needs.

Beth Kissinger, CPA is a reputable accounting and finance institution located at 275 Saratoga Road in Schenectady, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, Beth Kissinger, CPA is dedicated to providing top-notch service to meet your needs.

Mark D Witecki CPA CFP CFE EA CCPS CDFA is a reputable accounting and finance institution located at 3701 State Street in Schenectady, New York, United States. With a team of highly qualified professionals holding various certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Fraud Examiner (CFE), Enrolled Agent (EA), Certified College Planning Specialist (CCPS), and Certified Divorce Financial Analyst (CDFA), the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, financial planning, fraud examination, college planning, or divorce financial analysis, Mark D Witecki CPA CFP CFE EA CCPS CDFA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

DiCocco & Associates, Inc is a leading accounting and finance firm located in Schenectady, New York. With a commitment to providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other accounting services, DiCocco & Associates, Inc is here to help. Visit us at 1598 Union Street to learn more about how we can assist you with your financial needs.

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.

David Hawley - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Our team is dedicated to helping you achieve your financial goals through personalized and holistic advice. With a focus on protecting what matters most to you, retaining assets, and efficiently transferring wealth, we strive to provide comprehensive financial strategies that are in your best interest. Our experienced professionals at Mengel Morse and Associates, backed by a well-rounded team, offer a complete financial experience to clients across 32 states, including New York, Pennsylvania, Delaware, and Connecticut. Whether you are looking for guidance on managing wealth or have specific financial goals in mind, we tailor our advice to create a personalized blueprint that evolves with your needs and objectives.

Markal & Associates is a trusted finance institution located at 3007 Williamsburg Drive in Schenectady, New York, United States. With years of experience in the financial industry, our team of professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Markal & Associates is dedicated to providing top-notch service and guidance every step of the way. Visit us today to see how we can help you secure your financial future.

Grant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Simon Blattstein - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. They are licensed in multiple states, including CT, DE, FL, ID, MD, NY, OR, PA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients should consult with their attorney or tax professional for these matters. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.

Greg Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. We are dedicated to helping clients achieve their financial goals through personalized and holistic advice. Founded in 2017 by Greg Mengel and Bob Morse, with over 20 years of experience in successful practices at Thrivent, we offer comprehensive financial strategies across 32 states. Our commitment is to provide informed and educated guidance at every step of your financial journey, ensuring your assets are protected, retained, and efficiently transferred. Whether you are managing accumulated wealth or have specific financial goals in mind, our advice is tailored to your individual needs and goals.

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.

Steve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

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.