TOP 30 Financial communications solutions in Albany, New York

57 results found

Merrill Lynch Financial Advisor Curtis Miller is a finance institution located at 69 State Street, Albany, New York, United States. Curtis Miller can help you manage your wealth by creating a personalized strategy tailored to your financial goals. By providing access to investment insights from Merrill and banking solutions from Bank of America, Curtis can assist you in pursuing your financial objectives. Curtis follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, Curtis can help you build a plan focused on your goals. Curtis and his team, supported by Merrill's global resources, are dedicated to building strong client relationships based on trust and personalized service. By getting to know you and your investing preferences through the Investment Personality Assessment, Curtis can customize a financial approach to help you achieve what matters most to you. As your goals and life change, Curtis will help you adjust your financial approach to reflect these changes. With a focus on understanding your priorities and aspirations, Curtis will work with you to design and implement a personalized plan aimed at managing, growing, and preserving your wealth. By regularly reviewing your financial approach and making adjustments as needed, Curtis aims to help you stay on track towards your financial goals. With a dedicated Merrill advisor like Curtis, you can receive personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. Let Curtis Miller help you achieve your financial aspirations and guide you along the many paths your life can take.

Merrill Lynch Financial Advisor Michael Barnes, located at 69 State Street, Albany, New York, United States, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With a deep understanding of clients' financial goals and priorities, Michael Barnes offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Michael Barnes builds strong relationships with clients and understands their evolving needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive tailored financial plans that align with their aspirations and values. Whether planning for retirement, education, or legacy, Michael Barnes works closely with clients to implement strategies that help them achieve their goals. With a focus on ongoing communication and adjustments to financial approaches, Michael Barnes ensures that clients stay on track to financial success. As a registered advisor in multiple states, Michael Barnes offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Jayson M Tanzman is a seasoned professional with 21 years of experience in helping individuals, families, and organizations achieve their financial goals. Located at 69 State Street, Albany, New York, United States, Jayson is committed to providing personalized financial analysis and planning to address the unique needs of each client. As a Senior Vice President and Senior Financial Advisor, he holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor® designations. Jayson's community involvement includes serving on the board of the Berkshire Humane Society and being a member of the Rotary Club of Pittsfield for 25 years. He believes in building long-term relationships with clients through thoughtful conversations and tailored financial solutions. With access to the resources of Merrill and Bank of America, Jayson works to develop strategies that align with clients' goals and priorities, helping them navigate through life's changes and market fluctuations. By focusing on what matters most to each individual, Jayson aims to help clients achieve their financial aspirations and secure their financial future.

Merrill Lynch Financial Advisor Jordyn Beesmer is a finance institution located at 69 State Street, Albany, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Jordyn Beesmer can assist in creating a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Personalized wealth management strategies can help you pursue your financial goals effectively. Jordyn Beesmer follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Backed by global resources, Jordyn Beesmer's team is dedicated to establishing strong client relationships based on trust and personalized service.

Merrill 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.

Inspire Confidence Group - Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, is a finance institution dedicated to inspiring a more confident future for clients through a collaborative advisory experience. The team at Inspire Confidence Group prioritizes integrity and their clients' interests above all else, creating a family-focused client experience aimed at simplifying life and reducing stress. They strive for excellence through leadership and teamwork, aiming to make a positive impact in the communities they serve. The institution has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Inspire Confidence Group offers a range of financial planning services, including tax planning for retirement, family legacy planning, and more. They are committed to providing a great client experience and helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.

S.M. Miller & Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 4 Atrium Drive, Albany, New York, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team documents your goals, regularly reviews progress, and adjusts strategies as life changes. With access to investments and accounts from any device, we prioritize secure and transparent communication with our clients. Our services include retirement planning, education funding, major purchases, and more. Through the Retirement InteractiveSM tool, clients can explore potential challenges and solutions for their retirement income. Our financial advisors are registered in specific U.S. states, ensuring personalized recommendations and solutions tailored to individual needs.

Merrill Lynch Financial Advisor Robert B Lilley is a finance institution located at 69 State Street, Albany, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Specializing in creating customized strategies for families seeking a lifetime of income, the Lilley - O'Toole Group has been serving clients since 1975. With over $397 million of entrusted wealth, the team focuses on helping clients plan for a secure financial future through strategic planning and proactive communication. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors strive to help clients achieve their financial goals and navigate the complexities of their financial lives. Certified by the Certified Financial Planner Board of Standards, Inc., the team at Merrill Lynch is committed to providing clients with the expertise and guidance needed to make informed financial decisions and pursue their aspirations. Let Merrill Lynch Financial Advisor Robert B Lilley help you create a financial approach tailored to your unique needs and priorities.

Welcome to Community Bank, N.A., your trusted financial partner located at 48 Albany Street, Cazenovia, New York 13035. As a full-service financial institution, we offer a wide array of services including ATMs, banking, and financial solutions tailored to meet your needs. Our commitment to exceptional customer service sets us apart, ensuring you receive personalized attention and guidance every step of the way. Looking to share some happiness? Refer a friend to open a checking account with us and receive a $10 eGift card as a token of our appreciation.

Shahbaz 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.

Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

Jackson Hewitt Tax Service, located at 504 Delaware Avenue in Albany, New York, is a finance institution that is dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is still available to assist you in getting the most out of your return. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and let a Tax Pro take care of the rest. They offer a quick call to review your final return and convenient e-signing options to make the process as seamless as possible.

Mick Butler - State Farm Insurance Agent is a trusted insurance agency located at 961 Hoosick Road in Troy, New York, United States. With a strong focus on serving the community, Mick Butler brings over 23 years of experience as a husband and father, along with a background in education from Hudson Valley Community College and Siena. The agency takes pride in challenging the ordinary to provide exceptional service to customers, making the insurance process simple and informative. Recognized as one of the top 5 insurance agencies in the Albany Times Union, Mick Butler and his team offer personalized insurance and financial services to meet all needs. Serving Troy and surrounding areas in New York, as well as Southern Vermont, the agency provides free quotes for business insurance, commercial auto insurance, and more. With a commitment to exceptional customer service and a focus on protecting families, Mick Butler - State Farm Insurance Agent is dedicated to helping customers manage risks, recover from the unexpected, and realize their dreams. Contact the agency today for all your insurance and financial service needs.

Becky Ianniello - State Farm Insurance Agent is an insurance agency located at 4 Executive Park Drive, Albany, New York, United States. With over 24 years of experience serving the Capital District, our office is family-friendly and pet-friendly. We take pride in providing personalized insurance care for you and your family. Licensed for the State of New York, we primarily serve the communities of Albany, Guilderland, Pine Hills, Buckingham Lake, Latham, and Colonie. Whether you need insurance for recreational toys like camping trailers, ATVs, motorcycles, boats, or jet skis, we can provide you with a tailored quote to meet your needs.

Vernon Hinson - State Farm Insurance Agent is a reputable insurance agency located at 1272 Central Avenue, Albany, New York, United States. Specializing in auto, fire, life, and health insurance, our team of licensed professionals, including Ruthann Benedict, Tammy Wright, and Cynthia Boone, are dedicated to providing top-notch service to our customers. We prioritize open communication, mutual respect, and continuous improvement in order to meet the insurance needs of our community. Please note that we are currently unable to accept online quotes, so feel free to call or text us for a FREE quote. We offer valuable information on various topics such as driving tips for pregnant women, the dangers of drunk driving, and passenger safety for teen drivers. We also provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company.

FASNY Federal Credit Union, located at 107 Washington Avenue in Albany, New York, is a trusted financial institution offering a range of services including ATM access and financing options for apparatus or equipment. With a commitment to excellence, FASNY FCU prides itself on providing friendly and professional service while building lasting relationships with each member. Whether you're in need of a credit card or a loan, FASNY FCU has you covered with competitive rates based on creditworthiness. Rest assured, your privacy and security are a top priority as FASNY FCU provides links to third party websites for added convenience. Choose FASNY FCU for all your financial needs and experience the difference of personalized service and reliable solutions.

First New York Federal Credit Union Headquarters is a leading financial institution located at 2 Wall Street in Albany, New York. As a trusted credit union, we offer a wide range of services including ATM access, banking, and finance solutions to meet the needs of our members. Our headquarters is dedicated to providing exceptional customer service and financial expertise to help individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of First New York Federal Credit Union.

NY Bravest Federal Credit Union is a trusted financial institution located at 532 Central Avenue in Albany, New York. As a full-service credit union, we provide a range of banking and financial services to our members, including checking and savings accounts, loans, and investment options. Our dedicated team is committed to serving the financial needs of our community with personalized and reliable service. Whether you need to deposit funds, withdraw cash, or apply for a loan, NY Bravest Federal Credit Union is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.

Tamara Wrzesinski is a reputable doctor located at 326 South Pearl Street in Albany, New York. She specializes in providing high-quality healthcare services to her patients, with a focus on personalized care and attention to individual needs. Dr. Wrzesinski's expertise and compassionate approach make her a trusted healthcare provider in the community. Whether you're in need of a routine check-up or treatment for a specific health issue, you can count on Dr. Wrzesinski to provide excellent care. Visit her practice today to experience top-notch medical services in a welcoming and professional environment.

Jules 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.

Kavitha Finnity is a leading health institution located at 4 Central Avenue in Albany, New York, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized treatment to our patients. With state-of-the-art facilities and a focus on holistic wellness, we strive to promote the overall health and well-being of our community. Visit Kavitha Finnity for compassionate and comprehensive healthcare services.

Milliman is a leading global insurance agency located at 250 Washington Avenue Extension in Albany, New York, United States. They offer intelligent digital solutions to help improve outcomes, manage costs, and solve healthcare challenges. With a focus on innovative insurance solutions, operational health, and compliance, Milliman helps clients deliver on promises and create smart solutions for the future. With a history dating back to 1947, Milliman has a track record of managing complex risks using data-driven insights and deep industry experience. They welcome diverse perspectives and ideas, driving positive change for people and communities worldwide. Their expertise in retirement funding, healthcare financing, risk management, data analytics, and business transformation sets them apart as a trusted partner for organizations tackling critical issues.

Jewish Family Services, located at 184 Washington Avenue Extension in Albany, New York, is a health institution dedicated to providing comprehensive services and support to individuals and families in the Jewish community. With a focus on promoting overall well-being and mental health, their team of professionals offers counseling, therapy, case management, and other resources to help clients navigate life's challenges. Whether you are seeking assistance with mental health issues, family dynamics, or other concerns, Jewish Family Services is committed to providing compassionate and personalized care to help you thrive.

Cullen and Dykman LLP is a prestigious law firm located at 80 State Street in Albany, New York, United States. With a history dating back to 1850, our firm has a wealth of experience in helping institutions navigate complex legal challenges and seize opportunities for success in today's global market. We provide innovative and practical legal advice to a diverse range of clients, from small businesses to large utilities and financial service companies. Our full-service approach ensures that we can meet all of our clients' legal needs, whether it be regulatory guidance, financial transactions, or high stakes litigation. We prioritize building long-term partnerships with our clients, taking the time to understand their industries, business goals, and challenges. Our attorneys are proactive and innovative, staying ahead of legal developments to provide solutions that drive success.

The Bonadio Group, located at 6 Wembley Court in Albany, New York, is a top 50 CPA firm offering a wide range of accounting and finance services to help clients overcome their financial and business challenges. With a deep understanding of each industry they serve, they provide tailored solutions for every engagement. The team at The Bonadio Group are problem solvers, industry experts, and trusted partners, working closely with clients to ensure their success. As an independent member firm of the Moore North America, Inc. Association, they have access to a global network of resources to better serve their clients. The Bonadio Group is dedicated to being a strategic, community-oriented partner, offering knowledgeable commentary on industry trends through various channels. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is committed to providing exceptional service and expertise to help clients thrive.

Public Consulting Group (PCG) is a leading management consulting firm located at 99 Washington Avenue in Albany, New York. With a strong focus on providing innovative solutions to government agencies, education institutions, and non-profit organizations, PCG offers a wide range of services including program management, technology solutions, and performance improvement. With a team of experienced consultants and experts in various fields, PCG is dedicated to helping clients achieve their goals and make a positive impact in their communities.

Trustco Bank, located at 1475 Western Avenue in Albany, New York, is a trusted institution offering a range of banking and financial services. With a focus on providing exceptional Home Town service, Trustco Bank has been serving customers for over 120 years. They offer various account options, such as Home Town Investment Checking and Savings Accounts, as well as Home Town Business Checking Accounts. Trustco Bank has been recognized as the #1 Bank in the Capital District and the Best Bank on Wolf Road. They are part of the Allpoint ATM Network, providing access to over 55,000 surcharge-free ATMs. Additionally, Trustco Bank offers mortgage and home equity options, as well as Individual Retirement Account (IRA) investment options. The institution is committed to giving back to the community, supporting organizations like Joseph’s House and Shelter and Vethelp. Trustco Bank is dedicated to providing trusted and innovative banking solutions while honoring their tradition of independence and strength. Come home to Trustco, your Home Town Bank.

uTaxes - LLC/Corp Formation, Bookkeeping and Tax Services is a trusted accounting and finance institution located at 45 Colvin Avenue in Albany, New York. With over 45 years of experience, our family-owned business offers a wide range of services including fast LLC/Corp formation, tax preparation, bookkeeping, CPA services, QuickBooks assistance, and website creation. Our team of experienced professionals is dedicated to providing both personal and professional financial services in Albany, Rensselaer, Schenectady, and Saratoga counties. We represent clients before the IRS and State tax agencies, ensuring that final assessments are fair and any refunds due are identified and credited accordingly.