TOP 30 Institutional investing in Glens Falls, New York

26 results found

Glens Falls National Bank Main Office is a prominent financial institution located at 250 Glen Street in Glens Falls, New York. As a full-service bank, it offers a wide range of banking services including personal and business accounts, loans, mortgages, and investment options. The Main Office also houses an ATM for convenient access to cash and banking services. With a long history of serving the community, Glens Falls National Bank is known for its exceptional customer service and commitment to helping individuals and businesses achieve their financial goals. Visit the Main Office today to experience the trusted expertise and personalized service that sets this institution apart.

Parks Heritage Federal Credit Union is a trusted financial institution located at 5 Murray Street in Glens Falls, New York. As an ATM and finance center, we provide a range of services to help you manage your money effectively. In the event that your card is lost or stolen, please call (518) 926-4700 for immediate assistance. If you are planning to travel for vacation or work, be sure to set a travel notice by calling the same number to avoid any disruptions to your banking activities. Trust Parks Heritage Federal Credit Union to meet all your financial needs with convenience and peace of mind.

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.

Stephanie Conroy is a health institution located at 94 Main Street in South Glens Falls, New York. This establishment offers a range of pharmacy services and health products to meet the needs of the local community. With a focus on providing quality care and excellent customer service, Stephanie Conroy is a trusted destination for all your health and wellness needs. Visit us today to experience the difference for yourself.

Coopers Cave FCU is a credit union located at 92 Dix Avenue in Glens Falls, New York. As a finance institution, Coopers Cave FCU offers a range of financial services to its members, including savings accounts, loans, and online banking. With a focus on providing personalized service and competitive rates, Coopers Cave FCU is committed to helping its members achieve their financial goals. Visit their branch in Glens Falls or contact them to learn more about how they can assist with your financial needs.

National Gold and Silver Exchange is a reputable finance institution located at 222 Dix Avenue in Glens Falls, New York. Specializing in the buying and selling of gold and silver, this store offers top-notch customer service and competitive prices. Whether you are looking to invest in precious metals or sell unwanted jewelry, National Gold and Silver Exchange is the place to go. With a team of knowledgeable experts and a commitment to integrity, this institution provides a safe and reliable way to trade in gold and silver. Visit them today to experience their exceptional services firsthand.

Morgan Stanley Financial Advisors is a renowned financial institution located at 86 Glen Street in Glens Falls, New York. As a leading provider of financial services, Morgan Stanley offers expert advice and guidance to individuals and businesses looking to manage their wealth, investments, and financial goals. With a team of experienced financial advisors, Morgan Stanley is committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Morgan Stanley Financial Advisors can provide the expertise and support you need to achieve your financial objectives.

The Table Rock Group - Morgan Stanley is a leading financial institution located at 86 Glen Street in Glens Falls, New York, United States. Our team of experienced professionals provides a wide range of financial services including wealth management, investment advisory, and retirement planning. With a focus on personalized service and strategic financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

Northwestern Mutual Life-Whitman is a finance and insurance agency located at 458 Glen Street in Glens Falls, New York. As a trusted institution, we specialize in providing life insurance and financial planning services to help our clients secure their financial future. Our team of experienced professionals is dedicated to offering personalized solutions tailored to meet each individual's specific needs and goals. With a commitment to excellence and integrity, Northwestern Mutual Life-Whitman is here to support and guide our clients on their journey towards financial security and success.

Sloan Advisory Group, Inc. is a finance institution located at 237 Glen Street, Glens Falls, New York, United States. At Sloan Advisory Group, we believe that wealth and success are not just about numbers, but about mindset and personal definition. Our team guides clients in defining success and wealth in ways that are meaningful to them, driving their financial plans and inspiring them to reach their goals. We understand that life is full of changes and challenges, which is why we provide advice and guidance to our clients every step of the way. Whether you are approaching retirement, dealing with a loss, a high-earning professional, or just starting out as a couple, we are here to help you understand your financial situation and move forward with confidence.

Edward Jones - Financial Advisor: Madeline S Butler is a trusted financial institution located at 52 Saratoga Avenue in South Glens Falls, New York. As a dedicated financial advisor, Madeline S Butler provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Madeline S Butler is committed to helping you navigate the complexities of the financial world.

Paul C Hebert - Morgan Stanley is a reputable finance institution located at 86 Glen Street in Glens Falls, New York. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth or secure your financial future, Paul C Hebert - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: Meghan M Murray is a reputable financial institution located at 5 Warren Street in Glens Falls, New York. As a trusted advisor, Meghan M Murray provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Meghan M Murray at Edward Jones is dedicated to helping you make informed decisions and reach your financial aspirations.

Merchant & Associates is a reputable finance institution located at 48 Main Street in South Glens Falls, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other financial institutions. Whether you need assistance with investments, retirement planning, or loans, Merchant & Associates is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.

Edward Jones - Financial Advisor: Mark Ostrander is a trusted financial institution located at 136 Glen Street in Glens Falls, New York, United States. With a focus on personalized financial planning and investment strategies, Mark Ostrander and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones offers a range of financial services to meet your needs. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Mark Ostrander is a reliable partner in building a secure financial future.

Edward Jones - Financial Advisor: Steve Babson II is a well-established financial institution located at 55 Bay Street in Glens Falls, New York. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients reach their financial goals. With Steve Babson II at the helm, clients can expect a high level of professionalism, integrity, and dedication to their financial success. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Edward Jones - Financial Advisor: Steve Babson II is here to provide guidance and support every step of the way.

Edward Jones - Financial Advisor: Joseph E Kelly, AAMS™ is a trusted financial institution located at 52 Saratoga Avenue in South Glens Falls, New York, United States. Specializing in personalized financial planning and wealth management, Joseph E Kelly, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Contact Joseph E Kelly, AAMS™ today to start planning for tomorrow.

LPL Financial is a prominent finance institution located at 150 Ridge Street in Glens Falls, New York, United States. They offer a wide range of financial services and solutions to help clients achieve their financial goals. With a team of experienced professionals, LPL Financial provides personalized advice and guidance to individuals and businesses looking to manage their wealth and investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your portfolio, LPL Financial can help you navigate the complex world of finance with confidence.

Matthew Baitinger - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York, United States. Specializing in wealth management, investment banking, and financial advisory services, our team is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to provide our clients with the tools and resources they need to navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Trustco Bank, located at 100 Glen Street in Glens Falls, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to customers while supporting employees in the communities they serve. Offering innovative banking products and solutions, Trustco Bank has been a reliable source for over 120 years. Customers can benefit from various account options such as Home Town Investment Checking, Home Town Savings, and Home Town Business Checking, each with unique benefits and requirements. Recognized for their outstanding service, Trustco Bank has been voted the #1 Bank in the Capital District and the Best Bank on Wolf Road. In addition to traditional banking services, Trustco Bank also offers mortgage applications, home equity lines of credit, and Individual Retirement Account (IRA) investment options. As a member of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs. Trustco Bank is committed to giving back to the community through initiatives such as supporting local shelters, recognizing Home Town Heroes, and collecting donations for families and Veterans in need. Come home to Trustco Bank, your trusted Home Town Bank.

Trustco Bank, located at 133 Saratoga Avenue, South Glens Falls, New York, United States, is a trusted institution offering a range of financial services including ATM access, 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. The institution offers various accounts such as Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account with attractive benefits for customers. Trustco Bank has been recognized for its outstanding services and contributions to the community, earning accolades such as being voted the #1 Bank in the Capital District and the Best Bank on Wolf Road. With over 140 convenient locations, state-of-the-art mobile app, and access to a wide network of surcharge-free ATMs, Trustco Bank aims to provide convenient and reliable banking solutions to its customers. Whether you are looking for mortgage options, home equity credit lines, or Individual Retirement Account (IRA) investment options, Trustco Bank has a range of flexible and dependable products to meet your financial needs. Additionally, Trustco Bank is committed to giving back to the community through various initiatives such as supporting local shelters and honoring Home Town Heroes. Come home to Trustco Bank, your trusted Home Town Bank.

Robert H Bell - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York. As a branch of Morgan Stanley, one of the world's leading financial services firms, Robert H Bell offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Robert H Bell - Morgan Stanley is committed to providing expert guidance and exceptional service.

Costello-Baitinger Group - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York, United States. Specializing in wealth management and investment services, our team at Morgan Stanley is dedicated to helping our clients achieve their financial goals. With a focus on personalized financial planning and expert advice, we strive to provide our clients with the tools and resources they need to make informed decisions about their financial futures. Whether you are looking to grow your investments, plan for retirement, or manage your assets, the Costello-Baitinger Group is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial goals.

H&R Block is a renowned accounting and finance institution located at 110 Main Street in South Glens Falls, 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 or a business owner, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence. Visit us today to see how we can help you achieve your financial goals.

Unclaimed Profits is a financial institution located at 36 Lexington Avenue in Glens Falls, New York. This institution specializes in helping individuals and businesses claim profits and funds that have been left unclaimed for various reasons. With a team of experts and a commitment to providing excellent customer service, Unclaimed Profits is dedicated to helping clients navigate the process of reclaiming their lost assets. Whether it's forgotten bank accounts, uncashed checks, or unclaimed inheritances, Unclaimed Profits is here to assist every step of the way. Visit us today to see how we can help you uncover your unclaimed profits.

VITA is a finance institution located at 11 Pearl Street in Glens Falls, New York, United States. Our institution provides a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, VITA is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you manage and grow your finances.