TOP 30 Financial needs in Latham, New York

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Thoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York. Specializing in finance and insurance services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a commitment to excellence, Thoroughbred Advisors is the trusted partner you need for all your financial planning needs. Contact us today to schedule a consultation and take the first step towards financial security.

Merrill Lynch Financial Advisor Shilin Yin, located at 26 Century Hill Drive in Latham, New York, offers a wide range of investment solutions and banking products from Bank of America. Shilin Yin, a Certified Financial Planner (CFP®), focuses on building a comprehensive wealth management strategy tailored to each client's needs and goals. With a background in financial planning and investment management, Shilin provides personalized advice and guidance to help clients achieve their financial objectives. As a Merrill advisor, Shilin works closely with clients to understand their values and priorities, offering insights on market trends and global economy to help them make informed decisions. Shilin is supported by a team of specialists in investments, estate planning, wealth transfer, philanthropy, and lending, ensuring a holistic approach to managing wealth. Whether it's planning for retirement, managing investments, or transferring wealth to the next generation, Shilin is dedicated to helping clients navigate their financial journey with confidence. With access to the resources and expertise of Merrill Lynch and Bank of America, Shilin provides clients with the tools and insights they need to pursue their financial goals and build a secure future for themselves and their families.

Merrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.

Merrill Lynch Financial Advisor Nicole Leonard, located at 26 Century Hill Drive in Latham, New York, is part of The Moloney - Leonard Group, dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at Merrill Lynch focuses on developing a customized financial approach for each client, placing them at the center of the wealth management process. The team at Merrill Lynch understands that each client's situation is unique and ever-changing. By getting to know clients personally and understanding their goals and priorities, they can provide thoughtful investment guidance aligned with what matters most to each individual. Through tools like the Investment Personality Assessment, they tailor financial strategies to suit each client's needs and preferences.

Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.

Morgan Stanley Financial Advisors is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. Our team of experienced advisors offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Morgan Stanley Financial Advisors is dedicated to helping our clients build and protect their wealth for the future.

Century Hill Financial Group is a leading institution located at 11 Century Hill Drive in Latham, New York, United States. As a comprehensive financial services provider, Century Hill offers a wide range of services including finance, insurance, and legal assistance. With a team of experienced professionals, Century Hill Financial Group is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or legal guidance, Century Hill Financial Group is committed to providing top-notch services tailored to meet your individual needs.

Laferriere Financial is a trusted financial institution located at 22 Century Hill Drive in Latham, New York. Specializing in finance, Laferriere Financial provides a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Laferriere Financial offers personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Laferriere Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Sean A Moloney, located at 26 Century Hill Drive in Latham, New York, is dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at The Moloney - Leonard Group places clients at the center of the wealth management process. As Merrill advisors, they focus on developing a customized financial approach for each client, putting their needs and goals above market trends. The team is committed to understanding each client's unique concerns, priorities, and financial resources, meeting with them regularly to ensure progress towards their goals. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team can create personalized plans that reflect each client's individual needs and objectives. With access to the global resources of Merrill and personalized service, clients can trust in the team's expertise and commitment to helping them achieve financial success. Whether planning for retirement, saving for a home, or funding education, clients can rely on the team to provide thoughtful investment guidance aligned with their goals. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate through market fluctuations and changes in their lives. With a focus on understanding each client personally, the team at Merrill Lynch Financial Advisor Sean A Moloney is committed to helping clients achieve their financial goals and live their best financial life.

Rings Financial is a premier financial institution located at 22 Century Hill Drive in Latham, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. Trust Rings Financial to help you achieve your financial goals and secure your future. Contact us today to schedule a consultation.

Merrill Lynch Financial Advisor Kelsey B Irwin, located at 26 Century Hill Drive in Latham, New York, is dedicated to understanding your values and life goals to help you plan your legacy. Kelsey Irwin, a Certified Financial Planner with a Masters in Business Administration, provides tailored wealth strategies for individuals and families. The team at Franke, Stento, Mohan & Irwin offers big-picture vision and attention to detail to simplify the complexities of significant wealth. With Merrill Personal Wealth Analysis™, they create personalized plans focused on your goals. By utilizing the Investment Personality Assessment, they customize financial approaches to help you pursue what matters most. Kelsey Irwin aims to connect you to the people, plan, and process that fit your unique ambitions, helping you achieve your personal goals and manage your wealth effectively. With regular check-ins and adjustments, they ensure you stay on track to reach your objectives. Through one-on-one relationships and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors prioritize your needs and guide you towards financial success.

Merrill Lynch Financial Advisor Michael Chrys is a reputable financial institution located at 26 Century Hill Drive in Latham, New York, United States. As a finance institution, Merrill Lynch offers expert financial advice and guidance to help individuals and businesses achieve their financial goals. Michael Chrys, a seasoned financial advisor with a wealth of experience, provides personalized financial planning services tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Michael Chrys is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Charter Oak Financial in Latham, New York is a reputable finance and insurance agency located at 24 Century Hill Drive. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Charter Oak Financial is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to secure your financial future.

Merrill Lynch Financial Advisor Paul Michaels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for exemplary client service. The team at Merrill is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch Wealth Management focus on understanding the goals and priorities of their clients, helping them create personalized financial approaches to pursue their aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop strategies to address their financial needs. The institution offers personalized plans through Merrill Personal Wealth Analysis™ to help clients achieve their goals. The advisors at Merrill Lynch are dedicated to helping clients navigate the complexities of their financial lives, offering personalized investment strategies and comprehensive financial solutions. By getting to know clients personally and understanding what matters most to them, the team at Merrill Lynch strives to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Christopher M. Ingemie is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. Moynihan, Reilly, Ingemie & Associates believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their personalized approach begins with getting to know you and your goals, utilizing the Investment Personality Assessment to understand your investing preferences. They offer tools to track changes in your life and goals, ensuring your financial approach reflects these changes. With access to investment insights and banking solutions, they work with you to develop a plan tailored to your financial needs.

Merrill Lynch Financial Advisor Shane J. Mahieu is a trusted professional located at 26 Century Hill Drive in Latham, New York, United States. With over 25 years of experience in the financial services industry, Shane is known for his methodical and disciplined approach in working with individuals, families, and organizations. He takes the time to understand his clients' unique goals and objectives, creating personalized financial plans tailored to their specific needs. Shane holds the designation of Accredited Asset Management Specialist from the College for Financial Planning, showcasing his expertise in managing assets effectively. He is also deeply involved in community service, volunteering as a firefighter and serving on various boards and councils.

Merrill Lynch Financial Advisor Michael Spiros Lanides, located at 26 Century Hill Drive, Latham, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The institution focuses on understanding each client's unique financial situation and goals to create personalized wealth management strategies. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients can develop flexible strategies to navigate changing market conditions. The team aims to help clients pursue their financial goals while managing investment risk effectively.

Merrill Lynch Financial Advisor Paul Milano is a reputable finance institution located at 26 Century Hill Drive in Latham, New York, United States. With a focus on providing personalized financial advice and investment strategies, Paul Milano and his team offer expert guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Merrill Lynch Financial Advisor Paul Milano is dedicated to providing top-notch services tailored to your individual needs. Contact them today to start building a secure financial future.

Merrill Lynch Financial Advisor Daniel S Sullivan is a prestigious finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is known for its exceptional client service and has been recognized by Forbes for its outstanding wealth management teams and next-generation wealth advisors. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach tailored to their needs. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop personalized plans centered on each client's goals. The advisors at Merrill Lynch are committed to helping clients achieve their financial goals and stay on track, no matter how their life and the markets may change. With a focus on understanding each client personally, Merrill Lynch Financial Advisor Daniel S Sullivan offers customized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

OneMain Financial is a finance institution located at 356 Troy-Schenectady Road in Latham, New York, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on helping individuals achieve their financial goals, OneMain Financial provides personalized solutions and flexible repayment options. Their experienced team of professionals is dedicated to providing excellent customer service and assisting clients in managing their finances effectively. Visit OneMain Financial today to explore their range of financial products and services tailored to meet your individual needs.

Latham Limited is a reputable institution located at 5981 New York 68 in Ogdensburg, New York, United States. Known for its commitment to excellence, Latham Limited offers a range of services and solutions to meet the needs of its clients. With a dedicated team of professionals, the institution prides itself on providing top-notch customer service and innovative solutions. Whether you are looking for financial advice, investment opportunities, or business consulting, Latham Limited is the go-to institution for all your needs. Visit us today and experience the difference that Latham Limited can make for you.

Kelton Financial Group, located at 11 Sunset Drive in Latham, New York, is a finance institution dedicated to helping individuals turn their visions into reality. With an experienced team by your side, we can help you create a comprehensive financial plan that aligns with your goals for the future. Whether you're planning for a child's education, a comfortable retirement, or a lasting legacy, we can provide the guidance and support you need to achieve your dreams. Our mission is to manage and preserve your wealth so that you can focus on what truly matters to you, with the confidence to live your life to the fullest. Let us help you outline your vision, create a plan, and make things happen.

Dan Miller - Financial Advisor at Ameriprise Financial Services, LLC, located at 1205 Troy-Schenectady Road in Latham, New York, offers a wide range of financial services to individuals and businesses. Dan Miller 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®, CFP®, 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®. These certifications reflect Dan Miller's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Dan Miller can provide personalized financial advice tailored to your specific needs. Contact Dan Miller at Ameriprise Financial Services, LLC for comprehensive financial planning services.

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.

Mark Wells is a Financial Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Mark Wells holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAS®, CASL®, CDFA®, CEP™, CExP™, CFA®, CFP®, CFS®, ChFC®, ChSNC™, CIMA®, CKATM, CLTC, CLU®, CPWA®, CRC®, CRPC®, CRPS®, CTFA, CWPP™, FSCP®, MSFS, RICP®, WMCP™. Mark Wells specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, investment strategies, retirement planning, estate planning, and risk management, Mark Wells is dedicated to helping clients achieve their financial goals with integrity and expertise. Contact Mark Wells today for personalized financial advice tailored to your unique needs and objectives.

James L Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road in Latham, New York. With a focus on providing personalized financial solutions, James and his team offer a range of services to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus," which can be reviewed based on your location search to find the best match for your needs. By looking into their backgrounds, credentials, and experience, you can make an informed decision on who to work with.

Tyler Kuznia, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 1205 Troy-Schenectady Road in Latham, New York, United States. As a finance institution, Ameriprise offers personalized financial planning services to help individuals achieve their financial goals. Tyler Kuznia specializes in various areas of focus to cater to the specific needs of clients. By reviewing his background, credentials, and experience, clients can determine if his approach aligns with their financial objectives. To schedule a complimentary initial consultation with Tyler Kuznia, individuals can fill out the "Request consultation" form on the website and he will reach out to them to discuss their financial goals.

Raymond James Financial Services is a finance institution located at 132952 Troy-Schenectady Road in Latham, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is committed to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Raymond James Financial Services is dedicated to providing personalized solutions to meet your unique financial needs.

HBW Financial Services is a reputable finance institution located at 7 Herbert Drive in Latham, New York, United States. With a team of experienced professionals, HBW Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, tax services, or insurance solutions, HBW Financial Services is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust HBW Financial Services to guide you towards a secure and prosperous financial future.

The Latham Satellite Office on Century Hill Drive is a reputable finance and insurance agency located at 24 Century Hill Drive in Latham, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions to clients, this office is known for its professionalism and expertise in the industry. Whether you need assistance with investment planning, retirement savings, or finding the right insurance coverage, the experienced team at the Latham Satellite Office is dedicated to helping you achieve your financial goals and secure your future. Visit them today to see how they can assist you with your financial needs.