The 30 Best Financial services providers in Albany, New York

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.

Daniel Harney - Prudential Financial is a reputable finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Daniel Harney - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a commitment to excellence and a track record of success, this institution is a trusted partner for all your financial needs.

Wayne, Sperazzo & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5 Palisades Drive, Albany, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides a complimentary initial consultation to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review progress and adjust strategies as life changes. Privacy and security are a top priority, with detailed information available on their website. The institution values referrals and strives to help friends and family achieve their financial goals.

Alissa Quinn - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, Alissa Quinn - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to assist clients in making informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Alissa Quinn - UBS Financial Services Inc. is committed to helping you secure a stable financial future.

UBS Financial Services Inc. is a leading financial institution located at 8 Southwoods Boulevard in Albany, New York, United States. As a premier provider of financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. With a commitment to excellence and a focus on client satisfaction, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial futures.

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.

Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.

Melissa Mirabile, CRPS - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in financial planning and investment management, Melissa Mirabile is a Certified Retirement Planning Specialist (CRPS) who offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Melissa Mirabile and UBS Financial Services Inc. strive to help individuals and families secure their financial future.

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.

Burke Coleman, CIMA, CPWA, CRPS at UBS Financial Services Inc. is a prestigious finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their investment goals. Specializing in areas such as investment management, wealth planning, and retirement planning, Burke Coleman and his team provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and a dedication to client satisfaction, UBS Financial Services Inc. is a trusted partner in helping individuals and families secure their financial future.

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.

Kenneth White - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our institution offers personalized solutions tailored to your individual needs. Trust Kenneth White - UBS Financial Services Inc. to provide you with the expertise and guidance needed to secure a stable financial future.

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.

The Albany County Rural Housing Alliance, Inc. is a finance institution located at 24 Martin Road in Voorheesville, New York, United States. As a 501(c)(3) organization, ACRHA, Inc. is eligible to receive tax-deductible charitable donations. They provide financial services and support to rural communities in Albany County, helping residents with housing needs and financial assistance. Your donations to ACRHA, Inc. help support their mission of providing affordable housing options and financial stability to those in need.

QuickTaxnBooks.Com is your go-to institution for affordable business and individual tax preparation services. Located at 292 Washington Avenue Extension in Albany, New York, United States, we specialize in accounting and finance to ensure that your financial information is well-supported no matter what comes your way. In addition to expert tax filing, we provide $1,000,000 Tax Audit Defense™ and Identity Theft Restoration through Protection Plus. Our services include preparing and eFiling various tax forms such as Individual/Joint 1040, Sole Prop Sch C, Business 1065, 1120, 1120S, 1041, 990, 706, and 709, as well as After-the-Fact Payroll using Form 940 and Form 941. We also handle eFiling for 1099-MISC, 1099-NEC, and W-2 forms nationwide.

Sommers & Magilton Inc. Tax Services is a reputable accounting and finance institution located at 1971 Western Avenue in Albany, New York, United States. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Sommers & Magilton Inc. Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trustworthy, efficient, and reliable, they are committed to delivering personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the stress out of tax season.

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.

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.

Better Bookkeeping Services is a reputable accounting and finance institution located at 206 Lancaster Street in Albany, New York, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help businesses maintain accurate financial records and make informed decisions. Our services are tailored to meet the specific needs of each client, ensuring efficiency and accuracy in all financial matters. Whether you are a small business owner or a large corporation, Better Bookkeeping Services is committed to providing reliable and personalized solutions to help you achieve your financial goals.

Albany Coin and Jewelry is a reputable institution located at 900 State Street in Schenectady, New York. This versatile establishment serves as a finance center, jewelry store, and general store all in one. Customers can browse through a wide selection of coins, precious metals, and fine jewelry, as well as take advantage of financial services such as buying and selling gold and silver. With a knowledgeable staff and a convenient location, Albany Coin and Jewelry is a trusted destination for all your financial and jewelry needs.

Welcome to the Bank of America Financial Center located at 900 Central Avenue in Albany, New York. As a leading bank and financial institution in the United States, we are committed to providing top-notch financial services to our customers. Whether you need assistance with personal banking, loans, investments, or business services, our knowledgeable staff is here to help. Visit us today to experience the convenience and expertise that Bank of America has to offer.

The Bank of America Financial Center at 33 New Scotland Avenue in Albany, New York is a leading financial institution offering a wide range of banking and financial services. Whether you need assistance with personal banking, loans, mortgages, investments, or business banking, our knowledgeable staff is here to help. With a commitment to providing top-notch customer service and innovative financial solutions, Bank of America is a trusted partner for individuals and businesses alike. Visit us today to experience the convenience and reliability of banking with Bank of America.

The Bank of America Financial Center located at 69 State Street in Albany, New York, is a leading institution in the world of banking and finance. With a strong reputation for providing excellent customer service and a wide range of financial products and services, this branch is a trusted destination for individuals and businesses alike. Whether you're looking to open a checking account, apply for a loan, or seek investment advice, the knowledgeable staff at the Bank of America Financial Center are ready to assist you in achieving your financial goals. Visit us today and experience the convenience and expertise that sets us apart from the rest.

Welcome to Consenso Mediation in NYC, your compassionate partner in navigating the complexities of divorce and conflict resolution. Conveniently located at 945 West End Avenue in Manhattan, our practice, led by expert mediator Michaele Gantz, offers a comprehensive approach to divorce mediation and coaching. With additional offices in Albany (Ballston Lake) and Rochester, NY, Michaele provides personalized, face-to-face, and virtual services to clients across New York State. At Consenso Mediation, we understand that divorce can be emotionally and financially challenging. That's why Michaele Gantz is dedicated to providing a peaceful and streamlined mediation process that minimizes turmoil and eliminates the drawn-out battles often associated with traditional litigation. Our practice is a one-stop shop for divorce services, equipped with in-house attorneys and experts to guide you every step of the way.

Welcome to Cynthia Decker - Prudential Financial, your trusted partner in financial planning and insurance services located at 9 Albany Street, Cazenovia, New York. Our mission is to provide personalized financial solutions tailored to meet the unique needs of each client. With a focus on building long-term relationships, we offer a comprehensive range of services including retirement planning, investment management, and life insurance. Our experienced team is dedicated to helping you achieve financial security and peace of mind. Visit us today to discover how we can assist you in reaching your financial goals with confidence and expertise.

Welcome to Willard Insurance Group Services Inc, your trusted insurance agency located in the heart of Cazenovia, New York. Situated at 114 Albany Street, our dedicated team is committed to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Willard Insurance Group Services Inc, we understand that navigating the world of insurance can be complex. That's why we strive to simplify the process by offering a wide range of coverage options, including auto, home, life, health, and business insurance. Our experienced agents work closely with you to assess your needs and provide expert guidance, ensuring you have the right protection at the best value.

The College of Saint Rose, located at 432 Western Avenue in Albany, New York, is a prestigious institution offering a wide range of programs in the health field. As a university, it provides students with the opportunity to pursue their academic and career goals in a supportive and innovative learning environment. With a strong emphasis on research and practical experience, the College of Saint Rose prepares students for successful careers in the healthcare industry. The institution is known for its dedicated faculty, state-of-the-art facilities, and commitment to excellence in education. Whether you are interested in nursing, public health, or another health-related field, The College of Saint Rose is the perfect place to begin your journey towards a rewarding and fulfilling career.

Pursuit is a finance institution located at 50 Beaver Street in Albany, New York. We specialize in providing financial services and resources to individuals and businesses looking to achieve their financial goals. Our team of experts are dedicated to helping our clients navigate the complexities of the financial world and secure the funding they need to succeed. Whether you are looking to start a new business, expand an existing one, or simply improve your personal finances, Pursuit is here to support you every step of the way. Visit us today to learn more about how we can help you pursue your financial dreams.