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Holistic financial advice in Albany, New York

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  • 4.9 29
    #1

    Rosemont Financial Group

    ● Closed
    18 Corporate Woods Dr, Albany, NY 12211, United States
    518-621-7173
    rosemontfg.com

    Rosemont Financial Group is a leading finance institution located at 18 Corporate Woods Drive in Albany, New York, United States.

    Photo of Rosemont Financial Group - 18 Corporate Woods Drive, Albany, NY 12211, USA
    Financial Service
    Details
  • 5 9
    #2

    Thoroughbred Advisors - Financial Advisors

    ● Closed
    421 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-608-4608
    thoroughbredadvisors.com

    Thoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York.

    Photo of Thoroughbred Advisors - Financial Advisors - 421 Troy-Schenectady Road, Latham, NY 12110, USA Photo of Thoroughbred Advisors - Financial Advisors - 421 Troy-Schenectady Road, Latham, NY 12110, USA Photo of Thoroughbred Advisors - Financial Advisors - 421 Troy-Schenectady Road, Latham, NY 12110, USA
    Financial Service Insurance Agency
    Details
  • 5 2
    #3

    Albany Financial Group

    ● Closed
    80 Wolf Rd #301, Albany, NY 12205, United States
    518-786-3300
    albanyfinancial.com

    Albany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States.

    Financial Service
    Details
  • 5 1
    #4

    North Country Financial Group

    ● Closed
    2 Northway Ln # 5, Latham, NY 12110, United States
    518-782-9901
    ncfgny.com

    North Country Financial Group is a leading finance institution located at 2 Northway Lane in Latham, New York.

    Financial Service
    Details
  • 5 1
    #5

    Edelman Financial Engines

    ● Closed
    28 Corporate Dr Suite 101, Clifton Park, NY 12065, United States
    833-752-6333
    edelmanfinancialengines.com

    Edelman Financial Engines is a leading financial institution located at 28 Corporate Drive in New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and investments.

    Photo of Edelman Financial Engines - 28 Corporate Drive, Clifton Park, NY 12065, USA
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  • 5 1
    #6

    Jeffrey Dievendorf: Primerica - Financial Services

    ● Closed
    274 Delaware Ave Suite 200, Delmar, NY 12054, United States
    518-478-0500
    reps.primerica.com

    Jeffrey Dievendorf: Primerica - Financial Services is a reputable finance and insurance agency located at 274 Delaware Avenue in Delmar, New York, United States.

    Photo of Jeffrey Dievendorf: Primerica - Financial Services - 274 Delaware Avenue, Delmar, NY 12054, USA Photo of Jeffrey Dievendorf: Primerica - Financial Services - 274 Delaware Avenue, Delmar, NY 12054, USA Photo of Jeffrey Dievendorf: Primerica - Financial Services - 274 Delaware Avenue, Delmar, NY 12054, USA
    Financial Service Insurance Agency
    Details
  • 5 1
    #7

    Hartmann Financial Group LLC

    ● Open
    2 Howard Pl, Delmar, NY 12054, United States
    518-439-2770
    hartmannfinancialgroup.com

    Hartmann Financial Group LLC is a finance institution located at 2 Howard Place in Delmar, New York, United States.

    Financial Service
    Details
  • 5 1
    #8

    Integrative - Financial Life "Connecting Values to Finance"

    ● Open
    4 Normanskill Blvd Suite 402, Delmar, NY 12054, United States
    518-220-4233
    connectingvalues.com

    Integrative - Financial Life is a unique institution located at 4 Normanskill Boulevard in Delmar, New York, United States. As a finance and insurance agency, we specialize in connecting our clients' values to their financial goals.

    Photo of Integrative - Financial Life "Connecting Values to Finance" - 4 Normanskill Boulevard, Delmar, NY 12054, USA Photo of Integrative - Financial Life "Connecting Values to Finance" - 4 Normanskill Boulevard, Delmar, NY 12054, USA Photo of Integrative - Financial Life "Connecting Values to Finance" - 4 Normanskill Boulevard, Delmar, NY 12054, USA
    Financial Service Insurance Agency
    Details
  • 5 4
    #9

    Sausville Benson Financial

    ● Closed
    24 Aviation Rd, Albany, NY 12205, United States
    518-590-1822
    sausvillebenson.com

    Sausville Benson Financial is a reputable finance institution located at 24 Aviation Road in Albany, New York, United States.

    Photo of Sausville Benson Financial - 24 Aviation Road, Albany, NY 12205, USA Photo of Sausville Benson Financial - 24 Aviation Road, Albany, NY 12205, USA
    Financial Service
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  • 5 1
    #10

    Edward Jones - Financial Advisor: Roderick D Sipe

    ● Closed
    4 Automation Ln #250, Albany, NY 12205, United States
    518-438-0462
    edwardjones.com

    Edward Jones - Financial Advisor: Roderick D Sipe is a reputable finance institution located at 4 Automation Lane in Albany, New York, United States.

    Photo of Edward Jones - Financial Advisor: Roderick D Sipe - 4 Automation Lane, Albany, NY 12205, USA
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  • 5 3
    #11

    Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera

    ● Closed
    313 Ushers Rd, Ballston Lake, NY 12019, United States
    518-877-6600
    nicoterawealth.com

    Nicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY.

    Photo of Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera - 313 Ushers Road, Ballston Lake, NY 12019, USA Photo of Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera - 313 Ushers Road, Ballston Lake, NY 12019, USA Photo of Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera - 313 Ushers Road, Ballston Lake, NY 12019, USA
    Financial Service Insurance Agency
    Details
  • 5 1
    #12

    Bell Financial

    ● Closed
    2 Pine West Plaza #203, Albany, NY 12205, United States
    518-434-7411
    bellfinancial.biz

    Bell Financial is a finance institution located at 2 Pine West Plaza in Albany, New York, United States.

    Financial Service
    Details
  • 3 2
    #13

    Plummer Financial Services

    ● Closed
    295 Elsmere Ave, Delmar, NY 12054, United States
    518-368-2121
    plummerfinancialservices.com

    Plummer Financial Services is a reputable financial institution located at 295 Elsmere Avenue, Delmar, New York.

    Details
  • 1 1
    #14

    The Atrium Financial Group

    ● Closed
    1 Northwestern Blvd, Albany, NY 12211, United States
    518-977-4377
    theatriumfinancialgroup.nm.com

    The Atrium Financial Group is a premier finance and insurance agency located at 1 Northwestern Boulevard in Albany, New York, United States.

    Photo of The Atrium Financial Group - 1 Northwestern Boulevard, Albany, NY 12211, USA Photo of The Atrium Financial Group - 1 Northwestern Boulevard, Albany, NY 12211, USA
    Financial Service Insurance Agency
    Details
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    #15

    Thomas Brockley - RBC Wealth Management Financial Advisor

    ● Closed
    455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States
    518-432-1455
    us.rbcwealthmanagement.com

    Thomas Brockley - RBC Wealth Management Financial Advisor is a trusted institution located at 455 Patroon Creek Boulevard in Albany, New York.

    Financial Service
    Details
  • #16

    Empire Financial Advisors, Inc.

    ● Closed
    3 Lear Jet Ln #200, Latham, NY 12110, United States
    518-608-1100
    empirefa.com

    Empire Financial Advisors, Inc. is a reputable finance institution located at 3 Lear Jet Lane in Latham, New York, United States.

    Financial Service
    Details
  • #17

    Lecce Financial Services, LLC

    ● Closed
    8 Southwoods Blvd 2nd floor, Albany, NY 12211, United States
    518-449-4538
    leccefinancialservices.com

    Lecce Financial Services, LLC is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States.

    Financial Service
    Details
  • #18

    Merrill Lynch Financial Advisor Shilin Yin

    ● Closed
    26 Century Hill Dr, Latham, NY 12110, United States
    518-782-4051
    fa.ml.com

    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.

    Financial Service
    Details
  • #19

    Cody Wojdyla, CFP® - Certified Financial Planner

    ● Closed
    18 Corporate Woods Blvd 2nd Floor, Albany, NY 12211, United States
    518-621-7173
    codyfinancialplanner.com

    Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States.

    Photo of Cody Wojdyla, CFP® - Certified Financial Planner - 18 Corporate Woods Boulevard, Albany, NY 12211, USA Photo of Cody Wojdyla, CFP® - Certified Financial Planner - 18 Corporate Woods Boulevard, Albany, NY 12211, USA Photo of Cody Wojdyla, CFP® - Certified Financial Planner - 18 Corporate Woods Boulevard, Albany, NY 12211, USA
    Financial Service
    Details
  • #20

    Robert J. McNamara Financial Consultants

    ● Open
    132 S Swan St, Albany, NY 12210, United States
    518-434-4383
    robertjmcnamara.com

    Robert J. McNamara Financial Consultants, located at 132 South Swan Street in Albany, New York, is a finance institution dedicated to helping individuals plan for their financial future with ease and confidence.

    Financial Service
    Details
  • #21

    Merrill Lynch Financial Advisor Emily N Hoag

    ● Closed
    69 State St, Albany, NY 12207, United States
    518-462-8303
    fa.ml.com

    Merrill Lynch Financial Advisor Emily N Hoag is located at 69 State Street in Albany, New York, United States.

    Photo of Merrill Lynch Financial Advisor Emily N Hoag - 69 State Street, Albany, NY 12207, USA
    Financial Service
    Details
  • #22

    Goldman Sachs Ayco Personal Financial Management

    ● Closed
    100 Coliseum Dr, Cohoes, NY 12047, United States
    518-886-4000
    ayco.com

    Goldman Sachs Ayco Personal Financial Management is a finance institution located at 100 Coliseum Drive in Cohoes, New York, United States.

    Photo of Goldman Sachs Ayco Personal Financial Management - 100 Coliseum Drive, Cohoes, NY 12047, USA
    Financial Service
    Details
  • #23

    Pinnacle Investments, LLC. - Albany

    ● Closed
    125 Wolf Rd #406, Albany, NY 12205, United States
    518-514-1800
    pinnacleinvestments.com

    Pinnacle Investments, LLC. in Albany, located at 125 Wolf Road, is a finance institution committed to providing planned results to help you achieve your goals.

    Photo of Pinnacle Investments, LLC. - Albany - 125 Wolf Road, Albany, NY 12205, USA Photo of Pinnacle Investments, LLC. - Albany - 125 Wolf Road, Albany, NY 12205, USA
    Financial Service
    Details
  • #24

    Merrill Lynch Financial Advisor Nicole Leonard

    ● Closed
    26 Century Hill Dr, Latham, NY 12110, United States
    518-782-4082
    fa.ml.com

    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.

    Photo of Merrill Lynch Financial Advisor Nicole Leonard - 26 Century Hill Drive, Latham, NY 12110, USA Photo of Merrill Lynch Financial Advisor Nicole Leonard - 26 Century Hill Drive, Latham, NY 12110, USA Photo of Merrill Lynch Financial Advisor Nicole Leonard - 26 Century Hill Drive, Latham, NY 12110, USA
    Financial Service
    Details
  • #25

    Godfrey Financial Associates, Inc.

    ● Closed
    797 Rte 9W, Glenmont, NY 12077, United States
    518-767-2574
    godfreyfinancial.com

    Godfrey Financial Associates, Inc. is a reputable finance institution located at 797 Route 9W in Glenmont, New York, United States.

    Photo of Godfrey Financial Associates, Inc. - 797 Route 9W, Glenmont, NY 12077, USA Photo of Godfrey Financial Associates, Inc. - 797 Route 9W, Glenmont, NY 12077, USA Photo of Godfrey Financial Associates, Inc. - 797 Route 9W, Glenmont, NY 12077, USA
    Financial Service
    Details
  • #26

    Century Hill Financial Group

    ● Closed
    11 Century Hill Dr ste 106, Latham, NY 12110, United States
    518-389-4515

    Century Hill Financial Group is a leading institution located at 11 Century Hill Drive in Latham, New York, United States.

    Photo of Century Hill Financial Group - 11 Century Hill Drive, Latham, NY 12110, USA Photo of Century Hill Financial Group - 11 Century Hill Drive, Latham, NY 12110, USA Photo of Century Hill Financial Group - 11 Century Hill Drive, Latham, NY 12110, USA
    Financial Service Insurance Agency Legal Service
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  • #27

    Laferriere Financial

    ● Closed
    22 Century Hill Dr, Latham, NY 12110, United States
    518-738-0060
    laferrierefinancial.com

    Laferriere Financial is a trusted financial institution located at 22 Century Hill Drive in Latham, New York.

    Financial Service
    Details
  • #28

    Merrill Lynch Financial Advisor Sean A Moloney

    ● Closed
    26 Century Hill Dr, Latham, NY 12110, United States
    518-782-4076
    fa.ml.com

    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.

    Photo of Merrill Lynch Financial Advisor Sean A Moloney - 26 Century Hill Drive, Latham, NY 12110, USA Photo of Merrill Lynch Financial Advisor Sean A Moloney - 26 Century Hill Drive, Latham, NY 12110, USA Photo of Merrill Lynch Financial Advisor Sean A Moloney - 26 Century Hill Drive, Latham, NY 12110, USA
    Financial Service
    Details
  • #29

    David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    4 Atrium Dr # 200, Albany, NY 12205, United States
    518-380-2020
    ameripriseadvisors.com

    David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution that offers a wide range of services to meet the individual needs of clients.

    Photo of David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC - 4 Atrium Drive, Albany, NY 12205, USA Photo of David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC - 4 Atrium Drive, Albany, NY 12205, USA
    Financial Service
    Details
  • #30

    Merrill Lynch Financial Advisor Chris Welfley

    ● Closed
    26 Century Hill Dr, Latham, NY 12110, United States
    518-782-4045
    fa.ml.com

    Merrill Lynch Financial Advisor Chris Welfley, located at 26 Century Hill Drive in Latham, New York, offers personalized wealth management strategies tailored to your individual goals and priorities.

    Financial Service
    Details
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