Independent wealth management in Albany, New York

Albany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, we 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 assistance with wealth management, Albany Financial Group is here to guide you every step of the way. Our personalized approach and commitment to excellence make us a trusted partner for all your financial needs.

Capable Wealth is a finance institution located at 150 State Street in Albany, New York, United States. We understand that navigating the world of financial planning can be overwhelming, which is why we strive to simplify complex topics and empower our clients to make strong money decisions. At Capable Wealth, we believe in creating clarity and providing expert guidance to help you achieve financial confidence and live a fulfilling lifestyle. Our founder, Jared, is a natural and enthusiastic speaker who is available to speak on a variety of financial topics affecting young professionals.

Curran Wealth Management and Curran Investment Management, located at 30 South Pearl Street in Albany, New York, offers a comprehensive range of financial services. From financial planning to investment management and tax services, our experienced team is dedicated to helping you achieve your financial goals. Why juggle multiple professionals when our team and referral network can provide all the services you need in one place? Discover your Risk Number with us and discuss your comfort level with portfolio volatility with one of our Private Wealth Managers. Contact us today to learn more about how we can help you secure your financial future.

Sgroi Wealth with Broadway Advisor Group is a leading finance institution located at 368 Broadway in Albany, New York, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through comprehensive wealth management services. From investment planning to retirement strategies, we provide personalized solutions to help clients secure their financial future. With a focus on transparency, integrity, and client satisfaction, Sgroi Wealth with Broadway Advisor Group is committed to delivering top-notch financial advice and guidance. Contact us today to schedule a consultation and start planning for a brighter financial future.

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. David Needham holds various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, David Needham is a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst® (CFA), ensuring a high standard of excellence in personal financial planning and investment analysis. The institution also provides specialized services for clients with unique needs, such as those in domestic partnerships, seniors, and individuals with special needs. With a focus on ethical practices and continuous education, David Needham is dedicated to providing top-quality financial advice and support to clients in the Albany area.

Broadview Wealth Management is a leading finance and insurance agency located at 4 Winners Circle in Albany, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets with insurance coverage, we are here to help. Contact us today to learn more about how Broadview Wealth Management can help you secure your financial future.

Pollard, Bryan & Carl Wealth Management of Janney Montgomery Scott LLC is a prestigious finance institution located in Albany, New York. With a focus on providing top-tier wealth management services, the team at Pollard, Bryan & Carl is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your family's future, their experienced professionals are here to guide you every step of the way. Visit their office at 7 Southwoods Boulevard to learn more about how they can help you secure your financial future.

Thomas Brockley - RBC Wealth Management Financial Advisor is a trusted institution located at 455 Patroon Creek Boulevard in Albany, New York. As a leading finance professional, Thomas Brockley provides expert financial advice and services to help clients achieve their financial goals. With a strong background in wealth management, Thomas Brockley offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Thomas Brockley is dedicated to helping you navigate the complex world of finance with confidence and ease. Trust Thomas Brockley - RBC Wealth Management Financial Advisor to guide you towards a secure financial future.

Nicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY. Located at 313 Ushers Road, Ballston Lake, New York, this finance and insurance agency offers expert financial planning services to help clients achieve their financial goals. With a focus on personalized strategies and tailored solutions, Nicotera Wealth Management is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Nicotera Wealth Management is dedicated to helping you secure your financial future.

AllSquare Wealth Management, LLC is a premier finance institution located at 200 Great Oaks Boulevard in Albany, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive solutions tailored to each individual's unique needs. Trust AllSquare Wealth Management, LLC to guide you towards a secure financial future.

Keystone Financial Management - Brian T. McKee is a reputable finance institution located at 421 New Karner Road in Albany, New York, United States. With a focus on providing expert financial management services, Brian T. McKee and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Keystone Financial Management is dedicated to helping you navigate the complexities of the financial world with confidence. Trust in their expertise and experience to secure your financial future.

Northeast Wealth Management is a leading financial institution located at 4 Executive Park Drive in Albany, New York. Our team of experienced financial advisors and wealth managers are dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At Northeast Wealth Management, we prioritize personalized service and tailored solutions to meet each client's unique needs. Trust us to guide you towards financial success and peace of mind.

Pioneer Wealth Management is a leading finance institution located at 652 Albany Shaker Road in Albany, New York. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. At Pioneer Wealth Management, we prioritize our clients' financial well-being and strive to build long-lasting relationships based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.

Paradigm Capital Management Inc is a finance institution located at 9 Elk Street in Albany, New York, United States. Specializing in investment management, Paradigm Capital offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Paradigm Capital Management Inc is dedicated to helping you make informed decisions and secure your financial future.

Stokes Wealth Solutions is a finance institution located at 292 Washington Avenue Extension, Albany, New York, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. With 38 years of experience, the dedicated and experienced Independent Financial Advisor at Stokes Wealth Solutions can help you make well-informed decisions to reach your financial goals. Securities are offered through Securities America, Inc., while advisory and financial planning services are offered through Securities America Advisors, Inc. Stokes Wealth Solutions and the Securities America companies are not affiliated. Please note that this site is for informational purposes only and does not constitute an offer to sell or solicit any security or product. Residents of the United States can benefit from the services offered at Stokes Wealth Solutions. Be sure to check the background of the investment professional before making any decisions. Visit the website to review interesting calculators and learn more about how Stokes Wealth Solutions can help you achieve your financial goals.

Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States, is a finance institution specializing in providing comprehensive wealth management services. Maria Natarelli holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered solutions, Maria Natarelli offers personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Maria Natarelli is dedicated to helping you achieve your financial goals.

Brittney Fields-Morrison is a trusted financial advisor at RBC Wealth Management, located at 455 Patroon Creek Boulevard in Albany, New York. With a focus on personalized financial planning and wealth management, Brittney helps clients navigate their financial goals and secure their financial future. With a commitment to excellence and a dedication to providing top-notch service, Brittney Fields-Morrison is a go-to resource for individuals looking to grow and protect their assets. Contact her today to start your journey towards financial success.

Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. Scott Miller holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in various financial areas, Scott Miller is dedicated to providing tailored financial solutions to clients, including small business owners, retirees, high net worth individuals, and those planning for retirement. Whether you are seeking advice on investments, insurance products, estate planning, or retirement income strategies, Scott Miller is equipped with the expertise and qualifications to guide you through the complexities of financial planning.

Independent Family Office LLC is a reputable lawyer institution located at 123 Great Oaks Boulevard in Albany, New York. As a family office, we specialize in providing legal services tailored to the unique needs of individuals and families. Our team of experienced lawyers is dedicated to offering personalized and comprehensive legal solutions to help clients navigate complex legal matters. Whether you require assistance with estate planning, asset protection, or family law issues, Independent Family Office LLC is here to provide expert guidance and support. Trust us to safeguard your family's interests and secure a brighter future.

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.

Albany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle. Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.

Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.

Steward Partners Global Advisory, LLC is a finance institution located at 677 Broadway in Albany, New York, United States. They offer a wide range of financial advisory services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Steward Partners Global Advisory, LLC provides personalized strategies and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Steward Partners Global Advisory, LLC is dedicated to helping you succeed.

Merrill Lynch Financial Advisor Emily N Hoag is located at 69 State Street in Albany, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, our team is committed to helping clients achieve their financial goals. Our services include investment advisory, financial planning, and a range of other financial services. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. We offer a broad range of products and services, including insurance and annuity products through Merrill Lynch Life Agency Inc., and trust and fiduciary services through Bank of America Private Bank. Our team is dedicated to providing personalized financial solutions to help you reach your financial objectives. Contact Merrill Lynch Financial Advisor Emily N Hoag to start your journey towards financial success today.

The Atrium Financial Group is a premier finance and insurance agency located at 1 Northwestern Boulevard in Albany, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial services and tailored insurance solutions to meet the individual needs of our clients. With a focus on integrity, transparency, and personalized service, we strive to help our clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Atrium Financial Group is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Steward Partners is a leading finance institution located at 677 Broadway in Albany, New York, United States. Offering a wide range of financial services, including wealth management, investment advisory, and retirement planning, Steward Partners is committed to helping clients achieve their financial goals. With a team of experienced financial advisors and a client-centric approach, Steward Partners provides personalized solutions to meet the unique needs of each individual or business. Visit us today to learn more about how we can help you secure your financial future.

Robert W. Baird & Co is a leading financial institution located in Albany, New York. With a strong reputation for excellence in finance, they offer a wide range of services including investment banking, wealth management, and asset management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Robert W. Baird & Co is committed to providing expert guidance and support every step of the way. Visit their office at 54 New York 5, Albany, New York to learn more about how they can help you secure your financial future.

Inspire Confidence Group - Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, is a finance institution dedicated to inspiring a more confident future for clients through a collaborative advisory experience. The team at Inspire Confidence Group prioritizes integrity and their clients' interests above all else, creating a family-focused client experience aimed at simplifying life and reducing stress. They strive for excellence through leadership and teamwork, aiming to make a positive impact in the communities they serve. The institution has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Inspire Confidence Group offers a range of financial planning services, including tax planning for retirement, family legacy planning, and more. They are committed to providing a great client experience and helping clients achieve their financial goals.

Scott Mc Cauley: Mc Cauley & Associates Financial Services is a reputable finance institution located at 1 Northwestern Boulevard in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Mc Cauley & Associates Financial Services is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances.

Wilson Advisors, LLC is a professional finance institution located at 1764 U.S. 9 in New York, United States. Specializing in financial counseling services for senior corporate executives and high net worth individuals, Wilson Advisors, LLC is dedicated to understanding the unique goals, values, and risk tolerance of each client. Founded by Tim Wilson in 2007, the firm offers personalized services with complete transparency, charging a flat fee for all services. With over 25 years of experience, Tim Wilson and his team of financial counselors have the education, resources, and dedication to assist clients with all their financial planning needs. Clients praise Tim Wilson for his professionalism, comprehensive advice, and ethical business practices. Based in the Albany-Saratoga region of New York, Wilson Advisors, LLC serves clients across the United States.