The 30 Best Insurance advice and consultation in Schenectady, New York

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Next Financial Group is a leading finance institution located at 650 Franklin Street in Schenectady, New York, United States. We offer a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you navigate the complexities of the financial world and make informed decisions about your money.

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.

Grant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. They offer a range of certifications and designations 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The advisors at Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert advice and guidance to individuals, retirees, small business owners, and high net worth clients.

Mark Wells is a Financial Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Mark Wells holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAS®, CASL®, CDFA®, CEP™, CExP™, CFA®, CFP®, CFS®, ChFC®, ChSNC™, CIMA®, CKATM, CLTC, CLU®, CPWA®, CRC®, CRPC®, CRPS®, CTFA, CWPP™, FSCP®, MSFS, RICP®, WMCP™. Mark Wells specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, investment strategies, retirement planning, estate planning, and risk management, Mark Wells is dedicated to helping clients achieve their financial goals with integrity and expertise. Contact Mark Wells today for personalized financial advice tailored to your unique needs and objectives.

Simon Blattstein - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. They are licensed in multiple states, including CT, DE, FL, ID, MD, NY, OR, PA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients should consult with their attorney or tax professional for these matters. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.

Greg Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. We are dedicated to helping clients achieve their financial goals through personalized and holistic advice. Founded in 2017 by Greg Mengel and Bob Morse, with over 20 years of experience in successful practices at Thrivent, we offer comprehensive financial strategies across 32 states. Our commitment is to provide informed and educated guidance at every step of your financial journey, ensuring your assets are protected, retained, and efficiently transferred. Whether you are managing accumulated wealth or have specific financial goals in mind, our advice is tailored to your individual needs and goals.

Steve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Tyler Kuznia, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 1205 Troy-Schenectady Road in Latham, New York, United States. As a finance institution, Ameriprise offers personalized financial planning services to help individuals achieve their financial goals. Tyler Kuznia specializes in various areas of focus to cater to the specific needs of clients. By reviewing his background, credentials, and experience, clients can determine if his approach aligns with their financial objectives. To schedule a complimentary initial consultation with Tyler Kuznia, individuals can fill out the "Request consultation" form on the website and he will reach out to them to discuss their financial goals.

Lisa Queeney-Vadney - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a focus on providing personalized financial services, the team at Lisa Queeney-Vadney - Morgan Stanley offers expertise in investment strategies, wealth management, retirement planning, and more. Clients can expect tailored solutions to help them achieve their financial goals, backed by the resources and reputation of Morgan Stanley. Visit their office today to start planning for a secure financial future.

Raymond James Financial Services is a finance institution located at 132952 Troy-Schenectady Road in Latham, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is committed to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Raymond James Financial Services is dedicated to providing personalized solutions to meet your unique financial needs.

Mike Macdonald: Primerica - Financial Services is a reputable finance and insurance agency located at 678 Troy-Schenectady Road in Latham, New York. With a strong focus on providing quality financial services, Mike Macdonald and his team offer a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, Primerica is dedicated to helping you secure your financial future. Visit their office today to learn more about the services they offer and how they can assist you in reaching your financial objectives.

Edward Jones - Financial Advisor: Frank J Coluccio Jr is a trusted finance institution located at 356 Troy-Schenectady Road in Latham, New York. With a commitment to providing personalized financial solutions, Frank J Coluccio Jr and his team offer expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit their office today to learn more about their services and how they can help you reach your financial goals.

Segura Financial is a comprehensive financial institution located at 1207 Troy-Schenectady Road in Latham, New York, United States. We offer a range of services including ATM access, personal and business finance solutions, as well as insurance services. Our experienced team is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how Segura Financial can help you with all your financial needs.

Marcia Ruland is a reputable health institution located at 1409 Altamont Avenue in Schenectady, New York, United States. This institution offers a wide range of pharmacy services and health products to cater to the needs of the local community. With a team of experienced pharmacists and staff members, Marcia Ruland is committed to providing top-notch customer service and quality healthcare solutions. Whether you are looking for prescription medications, over-the-counter drugs, or wellness products, you can find them all at this convenient store. Visit Marcia Ruland for all your health and pharmacy needs today.

Joseph Attanaseo is a reputable health institution located at 1203 Eastern Avenue in Schenectady, New York. As a trusted pharmacy and store, we strive to provide top-notch healthcare services and products to our community. Our dedicated team of professionals is committed to delivering personalized care and guidance to help our customers lead healthier lives. Visit Joseph Attanaseo for all your health and wellness needs.

Alan Beck is a reputable health institution located at 1400 Altamont Avenue in Schenectady, New York. As a pharmacy and store, Alan Beck provides a wide range of health products and services to cater to the needs of the local community. With a team of knowledgeable and friendly staff, customers can expect top-notch service and expert advice on their healthcare needs. Whether you're looking for medications, vitamins, or personal care products, Alan Beck has you covered. Visit us today for all your health and wellness needs.

Ronald Fortin is a reputable institution located at 3333 Consaul Road in Schenectady, New York, United States. This establishment is a health-focused pharmacy and store that offers a wide range of medical supplies, medications, and health products to cater to the needs of its customers. With a team of knowledgeable and friendly staff members, Ronald Fortin is dedicated to providing top-notch service and expert advice to ensure the well-being and satisfaction of all who walk through its doors. Whether you are looking for prescription medications, over-the-counter remedies, or health and wellness products, Ronald Fortin is the go-to destination for all your healthcare needs.

The Walmart Connection Center located at 1320 Altamont Avenue in Schenectady, New York, is a one-stop shop for all your technology needs. As a store within the Walmart chain, this center offers a wide range of services including cell phone activations, upgrades, and repairs, as well as assistance with setting up new devices and troubleshooting technical issues. Whether you're looking to purchase a new phone or simply need help with your current device, the knowledgeable staff at the Walmart Connection Center is there to help. Visit us today for all your technology needs!