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TOP 30 Group benefits advisors in Albany, NY
3 results found
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Greenbush Financial Group
Greenbush Financial Group is a finance institution located at 159 Wolf Road in Albany, New York, United States. Specializing in financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Greenbush Financial Group offers personalized solutions tailored to your individual needs. With a commitment to integrity and transparency, we strive to provide exceptional service and guidance to our clients to help them secure a stable financial future.
Merrill Lynch Financial Advisor Zachary P Haggas
Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.
Beth A Serfilippi - Aflac Insurance Agent
Beth A Serfilippi - Aflac Insurance Agent is located at 8 Hillstone Court in Ballston Lake, New York, United States. Our insurance agency offers a wide range of policies to provide an extra layer of protection for life's unexpected events. Whether it's a covered accident, a positive diagnosis, or a serious health event, Aflac pays cash benefits to help ease the financial burden. We also offer dental and vision coverage with no networks or deductibles, as well as assistance with out-of-pocket expenses for hospital stays. Additionally, we provide quality products for employees at no direct cost to you. If you're interested in the opportunity to become an Aflac insurance agent, we offer unlimited potential and flexibility. Please note that individual and group insurance is offered by American Family Life Assurance Company in most states, with group policies available through Continental American Insurance Company. Our headquarters are located in Columbus, GA, with additional offices in Columbia, SC and Albany, NY. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands, administered by Continental American Insurance Company. Please contact us to learn more about our insurance options and how we can help provide peace of mind for you and your loved ones.
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