Individual wealth solutions in Saratoga Springs, New York

Niles Wealth Management of Janney Montgomery Scott is a premier financial institution located in Saratoga Springs, New York. With a focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we offer customized solutions to meet your individual needs. Visit us at 60 Railroad Place to learn more about how we can help you secure your financial future.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

Premier Financial Management is a leading finance institution located at 21 Congress Street in Saratoga Springs, New York, United States. Our team of experienced financial advisors are dedicated to providing top-notch financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Premier Financial Management is here to help. Trust us to provide personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Maureen Hallaran, Licensed Medicare Agent, located at 120 West Avenue, Saratoga Springs, New York, is an insurance agency dedicated to building one-on-one relationships with clients based on open communication and compassion. Our goal is to help you create a comprehensive plan for your financial future, taking into account your unique circumstances and goals. Whether you are turning 65, looking to change plans, or planning for long-term care, our experienced advisors can guide you through the process. We offer a variety of personal insurance plans to protect your legacy and provide financial security for your loved ones. Co-Founder Steve Kamen, NSSA, emphasizes the importance of working with financial specialists for retirement planning, addressing potential blind spots and pitfalls that may arise during times of change. We are here to connect the pieces of your financial puzzle and help you make informed decisions for a secure future. Contact us today to speak with a licensed insurance agent and learn more about our services.

Bouchey Financial Group, Ltd. is a finance institution located at 340 Broadway, Saratoga Springs, New York, United States. At Bouchey Financial, we strive to simplify investing and financial planning to empower our clients to make confident decisions. Our team members come from diverse backgrounds, allowing us to create a client-centric organization focused on our clients' financial success. We adhere to the highest ethical standards set by the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards. Since 1995, Bouchey Financial Group has been providing personalized wealth management services as an SEC Registered Investment Advisor. With nearly $1 billion in assets under management, we offer transparent and conflict-free financial solutions for individuals, families, and businesses. Our commitment to always putting our clients' interests first is unwavering.

The Anderson Financial Group is a reputable finance and insurance agency located at 3257 U.S. 9 in Saratoga Springs, New York. With a focus on providing top-notch financial services and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Anderson Financial Group is here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and start securing your financial future.

Williams Financial, LLC is a reputable finance institution located at 28 Clinton Street in Saratoga Springs, New York, United States. With a team of experienced financial experts, they offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Their personalized approach to financial planning ensures that each client receives tailored solutions to meet their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Williams Financial, LLC is committed to helping you achieve financial success.

Merrill Lynch Financial Advisor Joseph Vidarte, located at 18 Division Street, Saratoga Springs, New York, United States, offers personalized financial planning services to individuals, families, and businesses. With a focus on understanding your specific financial situation and goals, Joseph Vidarte works with you to develop a customized wealth management plan centered on your priorities. By leveraging the resources of Bank of America and Merrill Lynch Wealth Management, Joseph and his team offer insights, ideas, and personalized service to help you pursue your financial goals at every stage of life. Whether you are looking to grow, preserve, or transfer wealth, the team is committed to exceeding your expectations through proactive communication and attention to detail. With access to the investment insights of Merrill and the banking convenience of Bank of America, Joseph Vidarte and his team can help you navigate the complexities of the financial landscape and work towards achieving your goals. Contact them today to begin building your personalized financial strategy.

The Okby Group - Morgan Stanley is a leading financial institution located at 340 Broadway in Saratoga Springs, New York, United States. Specializing in finance, they provide a wide range of services including wealth management, investment banking, and financial advisory. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, The Okby Group - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.

H&R Block is a trusted accounting and finance institution located at 95b West Avenue in Saratoga Springs, 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 bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing personalized solutions to meet your needs. Visit us today to experience expert financial services you can rely on.

Liberty Tax is a finance institution located at 145 Ballston Avenue in Saratoga Springs, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients maximize their refunds and minimize their tax liabilities. Whether you need assistance with filing your annual tax return or navigating complex tax laws, Liberty Tax is here to help. Visit us today to experience personalized service and expert guidance for all your financial needs.

Jasmine Woodard, CPA Money Matters is a premier accounting and finance firm located at 3 Franklin Square in Saratoga Springs, New York. With a team of experienced and knowledgeable professionals, we provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, our team is dedicated to helping you achieve your financial goals. Trust Jasmine Woodard, CPA Money Matters for all your money matters needs.

The Adirondack Trust Company is a trusted bank and financial institution located at 473 Broadway in Saratoga Springs, New York. With a strong reputation for providing top-notch financial services, The Adirondack Trust Company offers a wide range of banking products and services to meet the needs of individuals, businesses, and organizations. Whether you are looking for personal banking solutions, investment services, or commercial banking options, The Adirondack Trust Company has you covered. Visit their branch today to experience their exceptional customer service and commitment to helping you achieve your financial goals.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.