Financial advisory and planning services in Glens Falls, NY
19 results found
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Cody Wojdyla, CFP® - Certified Financial Planner
● ClosedCody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.
18 Corporate Woods Blvd 2nd Floor, Albany, NY 12211, United States -
Glen Street Associates LLC
● OpenGlen Street Associates LLC is a reputable real estate agency located at 100 Glen Street in the charming town of Glens Falls, New York. With a dedicated team of professionals, they provide exceptional services for buying, selling, and renting properties in the area. Whether you are looking for a new home, commercial space, or investment property, Glen Street Associates LLC is committed to helping you find the perfect real estate solution. Their expertise, integrity, and personalized approach make them a trusted partner in the real estate market.
100 Glen St Suite 3D, Glens Falls, NY 12801, United States -
Glen Street Associates
● OpenGlen Street Associates is a reputable real estate agency located at 425 Glen Street in the charming city of Glens Falls, New York. With a team of experienced and dedicated professionals, they specialize in helping clients buy, sell, and rent residential and commercial properties in the area. Whether you are looking for your dream home or seeking to invest in real estate, Glen Street Associates is committed to providing exceptional service and guidance every step of the way. Contact them today to start your real estate journey in Glens Falls!
425 Glen St, Glens Falls, NY 12801, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned financial institution located at 86 Glen Street in Glens Falls, New York. As a leading provider of financial services, Morgan Stanley offers expert advice and guidance to individuals and businesses looking to manage their wealth, investments, and financial goals. With a team of experienced financial advisors, Morgan Stanley is committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Morgan Stanley Financial Advisors can provide the expertise and support you need to achieve your financial objectives.
86 Glen St 3rd Fl, Glens Falls, NY 12801, United States -
CBH Business Services
● ClosedCBH Business Services, located in Glens Falls, New York, offers a wide range of accounting and finance services to individuals and businesses in the Greater Glens Falls Area and Southern Vermont. With expertise in income tax preparation, bookkeeping, and financial reporting, CBH Business Services is dedicated to helping clients successfully manage their finances. Using Quickbooks and Peachtree software, their skilled associates provide customized services tailored to each client's specific needs. In addition to tax return preparation, CBH Business Services also offers IRS representation and guidance on tax law changes. Clients can expect quality service at a competitive cost, whether on site or off site, for training and implementation of accounting software. Testimonials from satisfied clients speak to the professionalism and reliability of CBH Business Services. With offices in Glens Falls, NY and West Pawlet, VT, CBH Business Services serves the Upstate New York area and Southern Vermont, including Glens Falls, Saratoga Springs, Queensbury, and Warren, Saratoga, and Washington Counties.
16 Maple Street Suite 3, Glens Falls, NY 12801, United States -
Sloan Advisory Group, Inc.
● OpenSloan Advisory Group, Inc. is a finance institution located at 237 Glen Street, Glens Falls, New York, United States. At Sloan Advisory Group, we believe that wealth and success are not just about numbers, but about mindset and personal definition. Our team guides clients in defining success and wealth in ways that are meaningful to them, driving their financial plans and inspiring them to reach their goals. We understand that life is full of changes and challenges, which is why we provide advice and guidance to our clients every step of the way. Whether you are approaching retirement, dealing with a loss, a high-earning professional, or just starting out as a couple, we are here to help you understand your financial situation and move forward with confidence.
237 Glen St Suite 109, Glens Falls, NY 12801, United States -
Edward Jones - Financial Advisor: Madeline S Butler
● OpenEdward Jones - Financial Advisor: Madeline S Butler is a trusted financial institution located at 52 Saratoga Avenue in South Glens Falls, New York. As a dedicated financial advisor, Madeline S Butler provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Madeline S Butler is committed to helping you navigate the complexities of the financial world.
52 Saratoga Ave, South Glens Falls, NY 12803, United States -
Edward Jones - Financial Advisor: Mark Ostrander
● ClosedEdward Jones - Financial Advisor: Mark Ostrander is a trusted financial institution located at 136 Glen Street in Glens Falls, New York, United States. With a focus on personalized financial planning and investment strategies, Mark Ostrander and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones offers a range of financial services to meet your needs. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Mark Ostrander is a reliable partner in building a secure financial future.
136 Glen St, Glens Falls, NY 12801, United States -
Edward Jones - Financial Advisor: Steve Babson II
● ClosedEdward Jones - Financial Advisor: Steve Babson II is a well-established financial institution located at 55 Bay Street in Glens Falls, New York. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients reach their financial goals. With Steve Babson II at the helm, clients can expect a high level of professionalism, integrity, and dedication to their financial success. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Edward Jones - Financial Advisor: Steve Babson II is here to provide guidance and support every step of the way.
55 Bay St, Glens Falls, NY 12801, United States -
KMG Services, LLC
● ClosedKMG Services, LLC is a health and insurance agency located at 1710 U.S. 9 in South Glens Falls, New York. We specialize in providing comprehensive health insurance solutions to individuals and families, as well as businesses of all sizes. Our experienced team is dedicated to helping our clients find the best coverage options to meet their unique needs and budget. With a focus on customer service and personalized attention, KMG Services, LLC is committed to ensuring our clients have the peace of mind that comes with having quality health insurance coverage. Contact us today to learn more about how we can help you protect your health and financial well-being.
1710 US-9, South Glens Falls, NY 12803, United States -
William Strauss Agency
● ClosedThe William Strauss Agency is a reputable insurance agency located at 5 Warren Street in Glens Falls, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, the agency serves individuals and businesses in the local community and beyond. The experienced team at William Strauss Agency is dedicated to helping clients find the right insurance coverage to protect their assets and provide peace of mind. Contact them today for expert advice and reliable insurance options.
5 Warren St Ste. 105, Glens Falls, NY 12801, United States -
Upstate Agency
● ClosedUpstate Agency is an insurance agency located at 103 Main Street in South Glens Falls, New York. We are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is committed to helping individuals and businesses protect what matters most. Whether you're looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for you. Visit us today to learn more about how Upstate Agency can help you secure your future.
103 Main St, South Glens Falls, NY 12803, United States -
The Table Rock Group - Morgan Stanley
● OpenThe Table Rock Group - Morgan Stanley is a leading financial institution located at 86 Glen Street in Glens Falls, New York, United States. Our team of experienced professionals provides a wide range of financial services including wealth management, investment advisory, and retirement planning. With a focus on personalized service and strategic financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
86 Glen St 3rd Floor, Glens Falls, NY 12801, United States -
Allen B Powers CPA
● ClosedAllen B Powers CPA is a reputable accounting and finance institution located at 65 Bay Street in Glens Falls, New York. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax filing or strategic financial planning, Allen B Powers CPA is committed to providing professional and personalized services to meet your needs.
65 Bay St, Glens Falls, NY 12801, United States -
Fuller Richard w CPA
● OpenFuller Richard W CPA is a reputable accounting and finance institution located at 13 Center Street in Glens Falls, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Trust Fuller Richard W CPA for all your accounting and financial needs.
13 Center St, Glens Falls, NY 12801, United States -
Merchant & Associates
● ClosedMerchant & Associates is a reputable finance institution located at 48 Main Street in South Glens Falls, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other financial institutions. Whether you need assistance with investments, retirement planning, or loans, Merchant & Associates is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.
48 Main St, South Glens Falls, NY 12803, United States -
Matthew Baitinger - Morgan Stanley
● OpenMatthew Baitinger - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York, United States. Specializing in wealth management, investment banking, and financial advisory services, our team is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to provide our clients with the tools and resources they need to navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
86 Glen St 3rd Fl, Glens Falls, NY 12801, United States -
SEFCO, CPA'S, LLP
● ClosedSEFCO, CPA'S, LLP is a reputable accounting and finance institution located at 16 Pine Street in Glens Falls, New York, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust SEFCO, CPA'S, LLP to provide accurate and reliable financial solutions tailored to their individual needs. Whether you are a small business owner or an individual looking for financial guidance, SEFCO, CPA'S, LLP is dedicated to helping you achieve your financial goals.
16 Pine St, Glens Falls, NY 12801, United States -
Pattison Keith a CPA
● OpenPattison Keith, a CPA, is a reputable accounting and finance institution located at 16 Pine Street in Glens Falls, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. Their expertise includes tax preparation, auditing, financial planning, and consulting services. Clients can trust Pattison Keith to provide reliable and professional financial guidance to help them achieve their financial goals.
16 Pine St #1, Glens Falls, NY 12801, United States
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