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Financial legacy planning in Albany, New York

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#31

Merrill Lynch Financial Advisor Andrew J. Jeffreys

● Closed
26 Century Hill Dr, Latham, NY 12110, United States
518-782-4066
fa.ml.com

Merrill Lynch Financial Advisor Andrew J. Jeffreys is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America.

Details
4.8 23
#32

Morgan Legal Group P. C.

● Open
90 State St Suite 700A, Albany, NY 12207, United States
518-240-1659
morganlegalny.com

peace of mind for your loved ones. Trusts can also help minimize estate taxes and protect assets from creditors or beneficiaries who may not be financially responsible.

Photo of Morgan Legal Group P. C. - 90 State Street, Albany, NY 12207 Photo of Morgan Legal Group P. C. - 90 State Street, Albany, NY 12207 Photo of Morgan Legal Group P. C. - 90 State Street, Albany, NY 12207
Details
5 1
#33

Wealth Strategies Group

● Open
Latham, NY 12110, United States
518-220-4242
wealthstrategiesgrp.com

Wealth Strategies Group is a leading insurance agency located in Latham, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our clients.

Details
5 1
#34

Pioneer Wealth Management

● Open
652 Albany Shaker Rd, Albany, NY 12211, United States
518-730-3140
pioneerny.com

Pioneer Wealth Management is a leading finance institution located at 652 Albany Shaker Road in Albany, New York.

Details
5 3
#35

Massaroni Wealth Management

● Closed
22 Century Hill Dr # 101, Latham, NY 12110, United States
518-318-3404
massaroniwm.com

Massaroni Wealth Management, located at 22 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping clients achieve their financial goals through personalized service and care.

Photo of Massaroni Wealth Management - 22 Century Hill Drive, Latham, NY 12110 Photo of Massaroni Wealth Management - 22 Century Hill Drive, Latham, NY 12110 Photo of Massaroni Wealth Management - 22 Century Hill Drive, Latham, NY 12110
Details
5 1
#36

Merrill Lynch Wealth Management

● Closed
26 Century Hill Dr, Latham, NY 12110, United States
518-782-4044
local.ml.com

Merrill Lynch Wealth Management is a finance institution located at 26 Century Hill Drive in Latham, New York, United States. The branch offers a wide range of financial services for individuals, families, business owners, executives, and institutions.

Details
5 2
#37

Wealth Advisory Group LLC

● Closed
1207 Troy-Schenectady Rd #201, Latham, NY 12110, United States
518-867-3210

Wealth Advisory Group LLC is a leading finance institution located at 1207 Troy-Schenectady Road in Latham, New York, United States.

Photo of Wealth Advisory Group LLC - 1207 Troy-Schenectady Road, Latham, NY 12110
Details
4.5 4
#38

Leigh Baldwin & Co

● Open
112 Albany Street, Cazenovia, New York 13035, United States
315-655-2964
leighbaldwin.com

Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals.

Details
4 7
#39

Broadview Wealth Management

● Closed
4 Winners Cir, Albany, NY 12205, United States
518-782-0209
broadviewwealthmanagement.com

Broadview Wealth Management is a leading finance and insurance agency located at 4 Winners Circle in Albany, New York, United States.

Photo of Broadview Wealth Management - 4 Winners Circle, Albany, NY 12205
Details
#40

The Mohawk Valley Group - Morgan Stanley

● Open
1212 Troy-Schenectady Rd, Latham, NY 12110, United States
518-386-2904
advisor.morganstanley.com

The Mohawk Valley Group - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States.

Details
#41

Trimarc Wealth Management

● Closed
126 State St, Albany, NY 12207, United States
518-512-5098

Trimarc Wealth Management is a leading financial institution located at 126 State Street in Albany, New York.

Details
#42

Bank of America Private Client Advisor John G. Stewart

● Open
Home Savings Bank Building, 69 State St, Albany, NY 12207, United States
518-626-2779
private.bankofamerica.com

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.

Photo of Bank of America Private Client Advisor John G. Stewart - 69 State Street, Albany, NY 12207
Details
#43

Wilson Advisors, LLC

● Closed
1764 US-9 #1318, Clifton Park, NY 12065, United States
518-982-1040
wilsonadvisors.com

Wilson Advisors, LLC is a professional finance institution located at 1764 U.S. 9 in New York, United States.

Details
#44

Fazio / Schmitz / Sheehan Group - Morgan Stanley

● Open
1212 Troy-Schenectady Rd, Latham, NY 12110, United States
518-386-2900
advisor.morganstanley.com

The Fazio / Schmitz / Sheehan Group at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York.

Details
#45

Bryant Asset Management

● Closed
1280 New Scotland Rd, Slingerlands, NY 12159, United States
518-439-1141
bryantassetmgt.com

Bryant Asset Management is a reputable finance institution located at 1280 New Scotland Road in Slingerlands, New York, United States.

Photo of Bryant Asset Management - 1280 New Scotland Road, Slingerlands, NY 12159 Photo of Bryant Asset Management - 1280 New Scotland Road, Slingerlands, NY 12159
Details
#46

Veracity Capital

● Closed
11 Century Hill Dr ste 106, Latham, NY 12110, United States
844-508-7884
veracitycapital.com

Veracity Capital, located at 11 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping individuals feel confident in their financial future.

Photo of Veracity Capital - 11 Century Hill Drive, Latham, NY 12110 Photo of Veracity Capital - 11 Century Hill Drive, Latham, NY 12110 Photo of Veracity Capital - 11 Century Hill Drive, Latham, NY 12110
Details
#47

Paradigm Capital Management Inc

● Open
9 Elk St, Albany, NY 12207, United States
518-431-3540
paradigmcapital.com

Paradigm Capital Management Inc is a finance institution located at 9 Elk Street in Albany, New York, United States. Specializing in investment management, Paradigm Capital offers a range of financial services to help clients achieve their financial goals.

Details
#48

Alanus Cooperus Group

● Open
350 Northern Blvd STE 324 -1158, Albany, NY 12204, United States
518-308-8843
acoopgrp.com

The Alanus Cooperus Group is a prestigious finance institution located at 350 Northern Boulevard in Albany, New York, United States.

Details
#49

Mengel Morse and Associates

● Closed
3418 Carman Rd, Schenectady, NY 12303, United States
518-453-3500
connect.thrivent.com

Mengel Morse and Associates is a finance institution located at 3418 Carman Road, Schenectady, New York, United States.

Photo of Mengel Morse and Associates - 3418 Carman Road, Schenectady, NY 12303 Photo of Mengel Morse and Associates - 3418 Carman Road, Schenectady, NY 12303
Details
#50

WealthOne Advisory

● Closed
6 Tower Pl, Albany, NY 12203, United States
518-867-4000
wealthoneadvisory.com

WealthOne Advisory is a leading finance institution located at 6 Tower Place in Albany, New York, United States. Our team of dedicated financial advisors provides personalized wealth management services to help clients achieve their financial goals.

Photo of WealthOne Advisory - 6 Tower Place, Albany, NY 12203
Details
#51

John V Rawson III - Morgan Stanley

● Open
1212 Troy-Schenectady Rd, Latham, NY 12110, United States
518-386-2959
advisor.morganstanley.com

John V Rawson III - Morgan Stanley is a reputable financial institution located at 1212 Troy-Schenectady Road in Latham, New York.

Details
#52

David Bushman - Morgan Stanley

● Open
1212 Troy-Schenectady Rd, Latham, NY 12110, United States
518-386-2936
advisor.morganstanley.com

David Bushman - Morgan Stanley is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States.

Details
#53

Independent Family Office LLC

● Open
123 Great Oaks Blvd, Albany, NY 12203, United States
518-452-8050

Independent Family Office LLC is a reputable lawyer institution located at 123 Great Oaks Boulevard in Albany, New York. As a family office, we specialize in providing legal services tailored to the unique needs of individuals and families.

Details
#54

RBC Wealth Management Branch - Capital Region

● Closed
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States
518-432-1450
us.rbcwealthmanagement.com

RBC Wealth Management Branch - Capital Region is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York.

Photo of RBC Wealth Management Branch - Capital Region - 455 Patroon Creek Boulevard, Albany, NY 12206
Details
#55

Phillips Lytle LLP: Zarlock Preston L

● Open
125 Main Street, Buffalo, New York 14203, United States
716-847-5496
phillipslytle.com

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H.

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#56

Dark Horse Wealth

● Closed
51 Albany Street, Cazenovia, New York 13035, United States
darkhorsewealth.com

Welcome to Dark Horse Wealth, your trusted partner in financial success, located at 51 Albany Street, Cazenovia, New York.

Photo of Dark Horse Wealth - 51 Albany Street, Cazenovia, NY 13035 Photo of Dark Horse Wealth - 51 Albany Street, Cazenovia, NY 13035
Details
#57

The Sovik Group

● Closed
9 Albany Street, Cazenovia, New York 13035, United States
315-655-2200
leighbaldwinadvisory.com

Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs.

Details
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Nearby cities:

  • Albany
  • Buffalo
  • Cazenovia
  • Clifton Park
  • Delmar
  • Latham
  • Schenectady

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