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TOP 30 Insurance and wealth management in Albany, NY
30 results found
A convenient service for searching for businesses, places and services
Albany Financial Group
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.
Broadview Wealth Management
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.
Albany Financial Group-----AJ Amato Wealth Team
Albany Financial Group - AJ Amato Wealth Team is a leading finance institution located at 80 Wolf Road in Albany, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera
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.
Pioneer - Albany Branch
Pioneer - Albany Branch is a convenient financial institution located at 90 State Street in Albany, New York. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our ATM services provide quick and easy access to cash withdrawals and account inquiries. Our friendly staff is dedicated to providing exceptional customer service and helping our clients achieve their financial goals. Visit us today to experience the Pioneer difference.
Tim Ochs - State Farm Insurance Agent
Tim Ochs - State Farm Insurance Agent is a local insurance agency located at 1811 Curry Road in Schenectady, New York. Since 1998, Tim Ochs has been assisting customers with their Auto, Home, Life, and Small Business Insurance needs. With a strong commitment to the community, Tim has built relationships in the Capital District and throughout New York State. As a State Farm agent since 1984, Tim has a wealth of experience in the insurance industry, including roles as a claim associate, Re-inspector/Trainer, and Claim Superintendent. Tim's wife, Stacy, is also a State Farm agent, and together they have been serving the Albany area since 1990. The team at Tim Ochs - State Farm Insurance Agent is dedicated to providing exceptional service and helping customers navigate their insurance needs. Services offered include Auto Insurance, Home, Life, Health, Business, Retirement Planning, and Financial Products.
Meltzer & Hill Wealth Advisory
Meltzer & Hill Wealth Advisory is a finance institution located at 63 Hurley Avenue in Kingston, New York, United States. We are dedicated to providing investment planning and wealth management services to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. With the use of technology, we are able to serve clients in over 25 states across the country. Our team believes that communication is essential for a successful relationship and financial success. We prioritize building trust through asking the right questions and understanding that there can be multiple correct answers. With decades of experience in developing and executing financial strategies for individuals, families, and corporations, we are here to help and answer any questions you may have.
John Gigliello, Albany Financial Group
John Gigliello, Albany Financial Group is a leading finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, they offer a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. Their personalized approach and commitment to client satisfaction set them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or protect your assets, John Gigliello, Albany Financial Group is dedicated to helping you achieve your financial goals.
Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
AlbanyAdvisor Group
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.
Lecce Financial Services, LLC
Lecce Financial Services, LLC is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lecce Financial Services, LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Cody Wojdyla, CFP® - Certified Financial Planner
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.
Merrill Lynch Financial Advisor Emily N Hoag
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.
Merrill Lynch Financial Advisor James Hart
Merrill Lynch Financial Advisor James Hart is a trusted institution located at 69 State Street, Albany, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including James Hart, clients can achieve their financial goals with personalized guidance. The institution offers a wide range of financial services, including investment advisory, insurance products, and trust services. It is important to note that investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch is committed to providing clients with the information and resources they need to make informed choices about their financial future.
The Atrium Financial Group
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.
Merrill Lynch Financial Advisor Douglas Parks
Merrill Lynch Financial Advisor Douglas Parks, located at 69 State Street, Albany, New York, United States, offers personalized financial services to successful individuals looking to pursue their wealth management goals. With a focus on goals-based wealth planning, Douglas leverages the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to provide tailored financial advice. He works closely with clients' attorneys, accountants, and other advisors to offer comprehensive guidance that complements their overall financial situation and long-term objectives. Additionally, clients may benefit from the expertise of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic banking guidance. Douglas follows a well-defined wealth planning process, assisting clients with pre-retirement financial analysis, transition planning, retirement income planning, estate planning, and insurance strategies. With a commitment to building strong client relationships based on trust and personalized service, Douglas and his team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals.
Thomas F Wayne - Financial Advisor, Ameriprise Financial Services, LLC
Thomas F Wayne is a Financial Advisor at Ameriprise Financial Services, LLC located at 5 Palisades Drive, Albany, New York, United States. Thomas F Wayne 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate Thomas F Wayne's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Thomas F Wayne has the knowledge and experience to help you achieve your financial goals.
Sausville Benson Financial
Sausville Benson Financial is a reputable finance institution located at 24 Aviation Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Sausville Benson Financial is committed to providing top-notch service and expertise. Visit us today to see how we can help you secure your financial future.
Inspire Confidence Group - Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor Natalie Squillace
Merrill Lynch Financial Advisor Natalie Squillace is a trusted finance institution located at 69 State Street, Albany, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including Natalie Squillace, clients across all 50 states, the District of Columbia, and several US territories are receiving expert guidance to achieve the lives they desire. As a client, your journey to connect with an advisor starts with a name and location. Please note that investing involves risk, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee a profit or protect against loss in declining markets.
Scott Mc Cauley: Mc Cauley & Associates Financial Services
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.
Garbien Financial Group - Northwestern Mutual
Garbien Financial Group - Northwestern Mutual is a reputable finance and insurance agency located at 1 Northwestern Boulevard in Albany, New York, United States. With a strong commitment to helping individuals and families achieve financial security and peace of mind, our team of experienced professionals offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to build wealth, protect your assets, or plan for the future, Garbien Financial Group - Northwestern Mutual is dedicated to providing personalized strategies and guidance to help you reach your financial goals.
Hudson Valley Financial Services
Hudson Valley Financial Services is a reputable finance institution located at 325 Albany Avenue in Kingston, New York, United States. With a focus on providing personalized financial solutions to individuals and businesses in the Hudson Valley region, their team of experienced professionals offer a wide range of services including financial planning, investment management, retirement planning, and insurance. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Hudson Valley Financial Services is dedicated to helping you achieve your financial goals.
The Di Bella Financial Group, LLC.
The Di Bella Financial Group, LLC is a finance institution located at 5 Washington Square, Albany, New York, United States. Since 1976, they have been dedicated to serving professional advisors and helping individuals effectively manage, protect, and distribute wealth according to personal goals. The team at The Di Bella Financial Group takes pride in educating clients on their financial options to make wise decisions for themselves, their families, and their businesses. They provide personalized recommendations tailored to individual needs and goals, offering practical education and step-by-step guidance to ensure clients have clarity about their finances. The team at The Di Bella Financial Group is committed to building personal relationships based on trust and knowledge, and they provide hands-on support throughout every phase of a client's financial journey. They offer insight, answer questions, and help clients stay on track as their lives evolve. The team includes Joseph F. Di Bella, Joseph L. Di Bella, and Elizabeth Bauer, who are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They also provide investment advisory and financial planning services through Eagle Strategies LLC.
Joseph L Di Bella, President - The Di Bella Financial Group, Llc
Joseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.
Norvest Financial Services Inc
Norvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.
Daniel Harney - Prudential Financial
Daniel Harney - Prudential Financial is a reputable finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Daniel Harney - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a commitment to excellence and a track record of success, this institution is a trusted partner for all your financial needs.
Wentworth Financial Partners
Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.
Ameriprise Financial
Ameriprise Financial is a renowned finance institution located at 4 Atrium Drive in Albany, New York, United States. With a strong presence in the financial industry, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.
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