TOP 30 Best Individual investment in Schenectady, New York

Schenectady County Employees Credit Union is a financial institution located at 388 Broadway in Schenectady, New York. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and online banking. Our mission is to provide personalized and reliable financial solutions to help our members achieve their financial goals. Visit us today to learn more about how we can help you with your financial needs.

H&R Block is a renowned accounting and finance institution located at 1400 Altamont Avenue in Schenectady, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to maximize your tax refund or a business seeking expert financial guidance, H&R Block is dedicated to providing top-notch services tailored to your specific needs. Trust H&R Block for all your accounting and finance needs.

Thoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York. Specializing in finance and insurance services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a commitment to excellence, Thoroughbred Advisors is the trusted partner you need for all your financial planning needs. Contact us today to schedule a consultation and take the first step towards financial security.

All Boro Funding is a finance institution located at 2281 Schenectady Avenue in New York, United States. We specialize in providing funding solutions for individuals and businesses in need of financial assistance. Our team of experts is dedicated to helping clients secure the funding they need to achieve their goals and overcome financial obstacles. Whether you are looking to start a new business, expand an existing one, or simply need a personal loan, All Boro Funding is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.

Markal & Associates is a trusted finance institution located at 3007 Williamsburg Drive in Schenectady, New York, United States. With years of experience in the financial industry, our team of professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Markal & Associates is dedicated to providing top-notch service and guidance every step of the way. Visit us today to see how we can help you secure your financial future.

Wealth Advisory Group LLC is a leading finance institution located at 1207 Troy-Schenectady Road in Latham, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Wealth Advisory Group LLC offers tailored solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Bianchi & McDonald is a reputable finance institution located at 3140 Carman Road in Schenectady, New York, United States. With a strong commitment to providing top-notch financial services, Bianchi & McDonald offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Bianchi & McDonald is here to help. Visit their office today to learn more about how they can assist you with your financial needs.

Robert L Kristel Accounting Firm is a reputable institution located at 670 Franklin Street, Schenectady, New York, United States. Specializing in accounting and finance, our firm offers a range of services to help clients reach their long-term financial goals. We work closely with closely held businesses, providing assistance with financial planning for both business and personal needs. Our experienced staff is trained in tax preparation and financial management, ensuring accurate and efficient services for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We also provide investment advisory services and work with local attorneys, bankers, and investment firms to maximize profitability and efficiency for our clients.

Mark D Witecki CPA CFP CFE EA CCPS CDFA is a reputable accounting and finance institution located at 3701 State Street in Schenectady, New York, United States. With a team of highly qualified professionals holding various certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Fraud Examiner (CFE), Enrolled Agent (EA), Certified College Planning Specialist (CCPS), and Certified Divorce Financial Analyst (CDFA), the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, financial planning, fraud examination, college planning, or divorce financial analysis, Mark D Witecki CPA CFP CFE EA CCPS CDFA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

Broadview Federal Credit Union is a trusted financial institution located at 3200 Balltown Road in Schenectady, New York. As a member-owned credit union, we provide a wide range of financial services including savings accounts, loans, and online banking options. Our convenient ATM services make accessing your funds easy and hassle-free. Visit us today to experience personalized service and competitive rates that put our members first.

Del-Sette Capital Management LLC, located at 1332 Union Street in Schenectady, New York, is an accounting, finance, and insurance agency dedicated to helping individuals plan for a happy retirement. The institution offers the unique HAPPINESS IN RETIREMENT™ Program, created by founder Bill Del-Sette who has over 26 years of experience in tax, investment management, and retirement planning. This comprehensive program aims to help clients achieve their retirement goals, maximize their income streams, and enjoy their wealth while they are healthy. Del-Sette Capital Management LLC believes that everyone should have a written life plan, and that retirement planning should be based on this plan. Clients of the institution are part of a community of interesting individuals with work-optional lifestyles. With a focus on maximizing retirement happiness, Del-Sette Capital Management LLC provides a personalized approach to help clients make the most of their wealth and enjoy a fulfilling retirement.

Mohawk Progressive Federal Credit Union is a financial institution located at 1760 State Street in Schenectady, New York, United States. As a credit union, Mohawk Progressive offers a range of financial services including savings accounts, loans, and online banking. With a focus on serving the community and helping members achieve their financial goals, Mohawk Progressive Federal Credit Union is a trusted and reliable institution for all banking needs.

Trustco Bank, located at 201 Troy-Schenectady Road in Latham, New York, is a trusted institution offering a range of financial services including ATM services, banking, and finance. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to its customers while supporting its employees and the communities it serves. Customers can take advantage of various account options such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account, all designed to help individuals achieve their financial goals. Trustco Bank has been recognized for its outstanding services, including being voted the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.

Sunnyview Hearing & Speech Center, located at 1270 Belmont Avenue in Schenectady, New York, is a leading institution in providing comprehensive hearing healthcare for individuals of all ages in the Capital Region. With nearly six decades of experience, our team of audiologists and healthcare professionals offer a warm and encouraging environment for rehabilitation, utilizing a multidisciplinary approach for quality care. Our experts are trained in audiology, hearing aids, tinnitus therapy, balance disorders, and more, ready to assist you or your loved ones with any hearing-related concerns. We offer state-of-the-art technology to help improve your hearing, along with services such as hearing tests, repairs, and maintenance to ensure your investment lasts.

Socha Management Inc is a leading institution located at 123 Saratoga Road in Schenectady, New York, United States. Specializing in property management and real estate services, Socha Management Inc is dedicated to providing top-notch service to its clients. With a team of experienced professionals, they offer a wide range of services including property maintenance, tenant screening, leasing, and financial management. Whether you are a property owner looking for reliable management services or a tenant in search of a new home, Socha Management Inc is the go-to institution for all your real estate needs.

NBT Bank is a trusted financial institution located at 703 Troy-Schenectady Road in Latham, New York. As a full-service bank, NBT offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts through the bank's ATM services. With a commitment to providing personalized and reliable banking solutions, NBT Bank is dedicated to helping individuals and businesses achieve their financial goals.

NBT Bank is a full-service financial institution located at 433 State Street in Schenectady, New York, United States. As a trusted bank in the community, NBT Bank offers a wide range of banking services, including checking and savings accounts, loans, mortgages, and investment options. In addition, customers can conveniently access their accounts through the bank's ATM services. With a commitment to providing excellent customer service and financial solutions, NBT Bank is dedicated to helping individuals and businesses achieve their financial goals.

State Farm Insurance is a trusted insurance agency located at 1811 Curry Road in Schenectady, New York. Specializing in a wide range of insurance products, State Farm offers coverage for auto, home, life, and health insurance. With a reputation for excellent customer service and competitive rates, State Farm is a go-to destination for individuals and families looking to protect their assets and loved ones. In addition to insurance services, State Farm also offers financial products such as banking and investment options. Visit their location in Schenectady to speak with a knowledgeable agent and find the insurance coverage that best suits your needs.

The Mohawk Valley Group - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and investment opportunities to individuals and businesses in the Mohawk Valley region. With a team of experienced professionals and a commitment to providing personalized financial solutions, The Mohawk Valley Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Morgan Stanley Financial Advisors is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. Our team of experienced advisors offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Morgan Stanley Financial Advisors is dedicated to helping our clients build and protect their wealth for the future.

Thrivent Financial, located at 3418 Carman Road in Schenectady, New York, is a finance and insurance agency that believes in providing every individual with a financial plan they can have confidence in. Their team of financial advisors is dedicated to understanding each client's unique situation and goals in order to create a personalized financial plan that prioritizes what matters most to them. Thrivent offers free virtual coaching through Money Canvas™ to help clients build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate the challenges and opportunities life presents. Thrivent is committed to giving back to the community and offers various generosity programs and charitable planning options for clients who are interested in making a positive impact. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Their mission is to help people make the most of all they've been given and live a more meaningful and generous life.

Moynihan & Hayner is a reputable law firm located at 670 Franklin Street in Schenectady, New York. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. From personal injury cases to real estate transactions, Moynihan & Hayner offers professional and dedicated representation to their clients. With a commitment to excellence and a focus on achieving the best possible outcome for each case, they have earned a solid reputation in the community. Whether you are in need of legal advice or representation, Moynihan & Hayner is here to help.

RLP Financial Management is a well-established institution located at 34 North Jay Street in Schenectady, New York. Specializing in accounting and finance, our team of experts provides comprehensive financial management services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need help with tax planning, investment management, or retirement planning, RLP Financial Management is here to provide trusted guidance and support every step of the way.

PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.

Herweyer Financial is a reputable finance institution located at 242 Union Street in Schenectady, New York, United States. With a team of experienced professionals, Herweyer Financial offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are an individual looking to secure your financial future or a business in need of financial guidance, Herweyer Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you navigate the complexities of the financial world.

Cash Flow With Benefits is a finance institution located at 1918 Oakland Avenue in Schenectady, New York. Our goal is to help individuals and businesses manage their cash flow effectively while also providing additional benefits to help them achieve their financial goals. Our team of experts is dedicated to providing personalized financial solutions tailored to each client's specific needs. Whether you are looking to improve your budgeting skills, increase your savings, or plan for retirement, Cash Flow With Benefits is here to help you every step of the way. Visit us today to start maximizing your financial potential.

The Belles Rollins Group at Morgan Stanley is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York. With a strong reputation for 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, retirement planning, or wealth management services, we are here to help you navigate the complex world of finance. Trust in The Belles Rollins Group at Morgan Stanley for all your financial needs.

Dan Miller - Financial Advisor at Ameriprise Financial Services, LLC, located at 1205 Troy-Schenectady Road in Latham, New York, offers a wide range of financial services to individuals and businesses. Dan Miller holds various 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®, CFP®, 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 reflect Dan Miller's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Dan Miller can provide personalized financial advice tailored to your specific needs. Contact Dan Miller at Ameriprise Financial Services, LLC for comprehensive financial planning services.

Services Financial is a leading finance institution located in Schenectady, New York, United States. We offer a wide range of financial services to individuals, businesses, and organizations. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and objectives. Whether you need assistance with investments, loans, or financial planning, we are here to provide expert guidance and support. Trust Services Financial to help you navigate the complexities of the financial world and secure your financial future.

David Hawley - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Our team is dedicated to helping you achieve your financial goals through personalized and holistic advice. With a focus on protecting what matters most to you, retaining assets, and efficiently transferring wealth, we strive to provide comprehensive financial strategies that are in your best interest. Our experienced professionals at Mengel Morse and Associates, backed by a well-rounded team, offer a complete financial experience to clients across 32 states, including New York, Pennsylvania, Delaware, and Connecticut. Whether you are looking for guidance on managing wealth or have specific financial goals in mind, we tailor our advice to create a personalized blueprint that evolves with your needs and objectives.