Financial planning for business in Albany, New York

Alex Davison, a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Alex Davison is well-equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. With a focus on ethics and professional development, Alex Davison is committed to helping clients make informed financial decisions and achieve their long-term goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Alex Davison is dedicated to providing personalized and comprehensive financial guidance.

Philip Madonna is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. He holds several 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Philip Madonna is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.

Deborah Christopher is a financial advisor at Ameriprise Financial Services, LLC, located at 4 Atrium Drive in Albany, New York, United States. With a focus on your individual goals and risk tolerance, Deborah provides investment, asset allocation, and portfolio recommendations to help you achieve your financial goals, whether it's retirement, education, or a major purchase. Regular meetings are held to review and analyze your progress, update your approach as needed, and track your progress towards your goals. Through Ameriprise's online platform, you can access your investments and accounts from any device securely. Deborah also offers solutions for insurance needs such as health, life, disability, income, and long-term care insurance to protect yourself and your loved ones from unexpected events.

Teri Schuerlein is a highly experienced and trusted financial advisor at RBC Wealth Management located in Albany, New York. With a deep understanding of the financial market and a commitment to personalized service, Teri helps clients navigate their financial goals and create a secure financial future. From investment strategies to retirement planning, Teri provides expert advice and guidance to ensure her clients make informed decisions. Visit her office at 455 Patroon Creek Boulevard to start your journey towards financial success today.

Jeffrey Miller is a financial advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. With a focus on helping clients achieve their financial goals and preserve their assets, Jeffrey offers solutions and coverage options for various insurance needs such as health, life, disability, income, and long-term care. By preparing for the unexpected, clients can feel confident in protecting themselves and their loved ones. Potential clients can schedule a complimentary initial consultation to discuss financial planning concepts and learn more about how the team at S.M. Miller & Associates can help them reach their goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC.

Mark Keeling is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. Mark holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With his extensive knowledge and commitment to ethical standards, Mark Keeling is a trusted advisor in the finance industry.

Joseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.

Karen Tarvin - Ameriprise Financial Services, LLC is a finance institution located at 4 Atrium Drive in Albany, New York, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help you achieve your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. To schedule a complimentary initial consultation, simply fill out the "Request consultation" form and your desired advisor will reach out to you. Let Karen Tarvin - Ameriprise Financial Services, LLC help you navigate your financial future.

Norvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.

Ameriprise Financial, Mirkovic, Lambert & Associates is a comprehensive financial institution located at 125 Wolf Road in Albany, New York, United States. Specializing in ATM services, finance, and insurance agency, our team of Ameriprise advisors are dedicated to helping clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" to cater to the specific needs of their clients. By reviewing the results based on your location search, you can find an advisor whose approach aligns best with your financial goals. You can also learn about their backgrounds, credentials, and experience to ensure you are making the right choice for your financial future.

Paul R Loucks is a financial advisor at Ameriprise Financial Services, LLC located at 125 Wolf Road in Albany, New York, United States. He is registered to conduct securities business in certain states. The institution offers consultations to discuss financial planning concepts, although written analysis and recommendations are not provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family members to Paul R Loucks for assistance in achieving their financial goals. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with information available on the Privacy and Security Center regarding online security guarantees and email fraud.

Scott Gordon - Prudential Financial is a well-established finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong reputation for providing top-notch financial and insurance services, the institution is known for its expertise in helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the professionals at Scott Gordon - Prudential Financial are dedicated to providing personalized solutions tailored to your specific needs. Visit them today to start planning for a secure financial future.

LPL Financial is a leading finance institution located at 14 Corporate Woods Boulevard in Albany, New York, United States. With a reputation for providing top-notch financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored advice to each client, ensuring they receive the best possible financial guidance. Whether you are looking to invest, plan for retirement, or manage your assets, LPL Financial is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Robert E. Lane, CPWA - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in wealth management, Robert E. Lane and his team offer personalized financial services to help clients achieve their financial goals. With a focus on comprehensive planning and investment strategies, they strive to provide top-notch financial guidance and expertise to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your investments, Robert E. Lane, CPWA - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

John G. Walsh - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at John G. Walsh - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, this institution is committed to providing personalized financial advice and guidance tailored to your specific needs.

Ameriprise Financial is a renowned finance institution located at 4 Atrium Drive in Albany, New York, United States. With a strong presence in the financial industry, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.

The Quinn Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether it's investment planning, retirement planning, or estate planning, the institution offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, The Quinn Wealth Management Group - UBS Financial Services Inc. is committed to delivering top-notch financial advice and guidance to help clients secure their financial future.

Heritage Financial Group LLC is a leading accounting and finance institution located at 10 Colvin Avenue in Albany, New York, United States. With a team of experienced professionals, Heritage Financial Group LLC provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you are looking to streamline your accounting processes or grow your wealth, Heritage Financial Group LLC is dedicated to helping you achieve your financial goals.

Liberty Tax is a finance institution located at 23 North Pearl Street in Albany, New York. Offering a range of financial services including tax preparation, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of taxes with ease and confidence. With a team of experienced professionals, Liberty Tax provides personalized assistance and expertise to ensure clients receive maximum refunds and minimize tax liabilities. Trust Liberty Tax to provide reliable and efficient financial solutions for all your tax-related needs.

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.

Homestead Funding Corp, led by Douglas Seder, MBA, NMLS# 55968, is a finance institution located at 8 Airline Drive in Albany, New York, United States. As the Sales Manager for the Corporate Albany Office, Douglas Seder is a Licensed Loan Originator and the leader of the Seder Team. With over 15 years of experience at Homestead Funding, he is dedicated to providing efficient and cost-effective home financing solutions for clients in New York and Vermont. Doug's expertise, professionalism, and educational background enable him to guide clients through the home financing process with ease, ensuring they reach closing on the best possible terms in the shortest time frame. The Seder Team's commitment to excellence and personalized approach make working with them a pleasure for both customers and professional colleagues.

Homestead Funding Corp, headed by Flo Bouchard, is a finance institution located at 8 Airline Drive in Albany, New York, United States. Please note that the information provided by our payment calculator is for planning and educational purposes only. The interest rate, APR, and payment amount may vary based on the specific terms of the loan selected, verification of information, your credit history, the location and type of property, and other factors. The displayed costs are not necessarily all inclusive and can vary based on numerous factors. Rates are subject to change without notice. Our tool output is not a loan offer or solicitation, nor is it financial or legal advice and should not be used as your sole source of information. We are licensed in Vermont and are a Licensed Mortgage Banker regulated by the NYS Department of Financial Services.

The Ten Eyck Group is a reputable health and insurance agency located at 1924 Western Avenue in Albany, New York. With a strong commitment to providing top-notch services and personalized solutions, the Ten Eyck Group helps individuals and businesses navigate the complexities of the insurance industry. Whether you are looking for health coverage or insurance for your business, their team of experienced professionals is dedicated to finding the right plan for your needs. Trust the Ten Eyck Group to provide reliable and comprehensive insurance options to protect what matters most to you.

Homestead Funding Corp, led by Kristen L. Brooke, NMLS# 53966, is a finance institution located at 8 Airline Drive, Albany, New York, United States. Kristen is a Licensed Loan Originator with a background in Business Administration and a passion for helping clients achieve their financial goals. With years of experience in the mortgage industry, Kristen works diligently to provide the most affordable and effective mortgage programs for her clients. She is committed to creating a seamless and accessible process for all her clients, serving as a trusted lender throughout their lives. In her free time, Kristen enjoys spending time with her family and giving back to local children's athletic programs. Please note that the information provided by the institution's calculator is for planning and education purposes only, and actual rates may vary based on specific loan terms and other factors. Homestead Funding Corp is a Licensed Mortgage Banker regulated by the NYS Department of Financial Services.

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.

The Globe Life National Income Division: Gryska Organization is an insurance agency located at 251 New Karner Road in Albany, New York, United States. Specializing in providing financial protection and security to individuals and families, this institution offers a range of insurance products to meet the diverse needs of its clients. With a strong focus on customer service and personalized solutions, the Gryska Organization strives to help its clients achieve peace of mind and financial stability. Whether you are looking for life insurance, income protection, or retirement planning, the experienced team at Globe Life National Income Division: Gryska Organization is dedicated to helping you navigate the complexities of insurance and financial planning.

Block Advisors is a trusted institution located at 145 Wolf Road in Albany, New York, specializing in accounting and finance services. With a team of experienced professionals, Block Advisors offers personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, Block Advisors is dedicated to helping you achieve your financial goals. Visit us today to learn more about our comprehensive services and how we can assist you in managing your finances effectively.

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.

Cooper Erving & Savage LLP is a prestigious accounting, finance, and legal institution located at 20 Corporate Woods Boulevard in Albany, New York. With a team of highly skilled professionals, they provide top-notch services in areas such as tax preparation, financial planning, business consulting, and legal representation. Clients can trust Cooper Erving & Savage LLP to provide expert advice and guidance to help them navigate the complexities of the financial and legal world.

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. At Morgan Legal Group, our attorneys have extensive experience in drafting wills and trusts tailored to each client’s specific needs. We work closely with our clients to understand their goals and concerns, ensuring that their estate plan reflects their wishes and provides for their loved ones in the most effective way.