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TOP 30 Insurance planning and consulting in Albany, NY
96 results found
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Canale Insurance & Accounting
Canale Insurance & Accounting is a trusted institution located at 234 East Albany Street in Oswego, New York. We specialize in providing a wide range of services including accounting, finance, and insurance agency. Our experienced team is dedicated to helping individuals and businesses with their financial needs, ensuring they are well-protected and financially secure. Whether you need assistance with tax preparation, financial planning, or insurance coverage, Canale Insurance & Accounting is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.
The Murray Group Insurance Services, Inc.
The Murray Group Insurance Services, Inc. is a health insurance agency located at 1807 Western Avenue in Albany, New York, United States. Specializing in Home Insurance, Auto Insurance, Life Insurance, and Business Insurance throughout New York, we offer solutions to ensure your loved ones have what they need. With over 45 years of experience, we provide comprehensive and complete insurance coverage for both commercial and personal clients. As an independent agency, we prioritize putting our clients first and forming strong relationships based on trust and personalized attention. Our team offers trusted advice and insurance solutions to protect what matters most, including coverage and risk management services for companies of all sizes. Serving clients in Albany, Latham, Loudonville, Guilderland, Saratoga, Troy, Rensselaer, Altamont, and Voorheesville, we are committed to providing quality service and building lifetime relationships with our clients and community. Trust The Murray Group Insurance Services for all your insurance needs.
MetzWood Insurance
MetzWood Insurance, located at 300 Great Oaks Boulevard in Albany, New York, is a leading insurance agency that offers a wide range of coverage options to meet your needs. Whether you're driving a car, running a small business, or enjoying outdoor activities like boating or RVing, we have the right policy for you. Life is unpredictable, which is why we believe that life insurance is one of the most important purchases you'll ever make. Our experienced agents can help you find the perfect policy to protect your loved ones and give you peace of mind.
Northwestern Mutual Life Insurance: Kenney James
Northwestern Mutual Life Insurance: Kenney James is a finance and insurance agency located at 1 Northwestern Boulevard, Albany, New York, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals through insurance solutions that provide financial flexibility and income protection. We offer personalized plans at no cost to you, tailored to your current and future priorities. With top ratings from major agencies and recognition for customer experience, we provide a wide range of financial options including investments and insurance. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies to help you reach your goals. Connect with us today to start planning for a secure financial future with Northwestern Mutual.
Generations Planning Group, LLC
Generations Planning Group, LLC is a finance institution located at 2020 Western Avenue in Albany, New York, United States. Specializing in insurance planning, they understand the crucial role it plays in overall financial planning success. With their expertise, they help clients ensure that all aspects of their financial plan are well-protected. Through their association with FINRA BrokerCheck, clients can easily verify the background of their investment professionals and have peace of mind knowing they are working with trusted and registered representatives. Visit their website for more information on how Generations Planning Group, LLC can help secure your financial future.
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.
First New York Retirement and Investment Services
First New York Retirement and Investment Services, located at 2 Wall Street in Albany, New York, is a finance institution offering a comprehensive financial management program through LPL Financial. This program is designed to help individuals organize their financial affairs and plan for the future. Members can take advantage of consultations at no cost or obligation. The financial professionals at First New York Retirement and Investment Services are registered representatives with LPL Financial, offering securities and advisory services. Insurance products are also available through LPL or its licensed affiliates. Please note that First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are available to First New York members. Visit our office at First New York headquarters to learn more about our Financial Professionals. Please be aware that the LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For more information, please visit our website or contact us directly.
Di Ma's Law Firm PLLC
Di Ma's Law Firm PLLC, located at 1971 Western Avenue in Albany, New York, is a top-notch institution specializing in legal services. With a reputation for excellence, Di Ma's Law Firm is known for providing personalized and professional legal assistance to clients, including billionaires. As a solo practitioner, Di Ma offers a unique advantage by providing a more cost-effective and personalized approach to legal representation. Clients have praised Di Ma for her thoroughness, clarity, and ease in guiding them through legal processes, such as home buying and business formation. Her knowledge, experience, and professionalism make her a highly recommended choice for legal services. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Di Ma's Law Firm is the reliable partner you can trust. With a commitment to delivering a 5-star experience, Di Ma's Law Firm is dedicated to providing top-quality legal services to meet your needs. Please note that this website contains attorney advertising and that prior results do not guarantee a similar outcome. Thank you and 谢谢!
Figaro Travels
Figaro Travels is a travel agency located at 10 Chatham Circle in Albany, New York, United States. Specializing in slow travel, we believe in taking the time to truly immerse yourself in the local culture, history, and environment of your destination. Our travel advisors are passionate about creating personalized itineraries that focus on quality experiences rather than ticking off tourist attractions. At Figaro Travels, we are part of the Envoyage Group and have access to a global network of tour operators and travel specialists. Whether you're looking for a luxurious getaway or a cultural exploration, we can design the perfect trip for you. Our goal is to share our love of travel and contribute to the growth and innovation of the travel industry. Choose Figaro Travels for a unique and unforgettable travel experience.
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.
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.
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.
Harris Beach PLLC
Harris Beach PLLC is a prominent law firm located at 677 Broadway in Albany, New York, United States. With a team of experienced attorneys, Harris Beach PLLC offers a wide range of legal services to clients in various industries. Their areas of expertise include corporate law, litigation, real estate, labor and employment, and more. Known for their dedication to providing top-notch legal representation, Harris Beach PLLC is a trusted partner for individuals and businesses seeking professional legal assistance.
Samuel C. Breslin, Esq. - Breslin Law Group, PLLC
Samuel C. Breslin, Esq. - Breslin Law Group, PLLC is a prestigious law firm located at 733 Broadway in Albany, New York. Led by the experienced attorney Samuel C. Breslin, the firm specializes in providing legal services in various areas of law. With a strong commitment to excellence and client satisfaction, the Breslin Law Group is dedicated to providing top-notch legal representation and guidance to individuals and businesses in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the skilled team at Samuel C. Breslin, Esq. - Breslin Law Group, PLLC is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Pozefsky Bramley & Murphy
Pozefsky Bramley & Murphy is a prestigious law firm located at 90 State Street in Albany, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in various practice areas. Whether you are in need of personal injury representation, estate planning assistance, or business law advice, the attorneys at Pozefsky Bramley & Murphy are here to help. Their commitment to excellence and client satisfaction sets them apart as a top choice for legal representation in the United States.
Hinman Straub
Hinman Straub, located at 121 State Street in Albany, New York, is a distinguished institution specializing in accounting, finance, and legal services. Our team of professionals has extensive experience in navigating New York's legislative and regulatory landscape, with many having previously held high-level positions in state and local government. We offer comprehensive legal guidance to a wide range of clients, from Fortune 500 companies to local governments and non-profit organizations, in areas such as Labor and Employment, Tax, Corporate Transactions, Real Estate, and more. Our attorneys are skilled in handling complex legal matters at all levels of government, and we have strong relationships with key decision-makers. Whether it's mediation, arbitration, or litigation, we advocate for our clients' best interests to achieve a favorable resolution. Our public affairs partner, Corning Place Communications, helps clients effectively communicate their message to the public.
The Koff Law Firm, PLLC
The Koff Law Firm, PLLC is a reputable institution located at 21 Everett Road Extension in Albany, New York, United States. Specializing in accounting, finance, and legal services, this firm provides expert guidance and representation for a wide range of legal matters. With a team of experienced lawyers and financial professionals, The Koff Law Firm, PLLC is dedicated to helping clients navigate complex legal and financial issues with personalized and effective solutions. Whether you are facing a legal dispute, need assistance with financial planning, or require expert advice on accounting matters, The Koff Law Firm, PLLC is here to provide the support and expertise you need.
Balzer & Leary
Balzer & Leary, located in Albany, New York, is a leading family and matrimonial law firm serving clients throughout the Capital District and surrounding areas. Specializing in divorce actions, separation agreements, prenuptial agreements, and custody and support cases, the attorneys at Balzer & Leary are dedicated to protecting their clients' legal rights and achieving their goals. With a personal approach and a commitment to providing the best possible service, Balzer & Leary is known for their tough but fair negotiation skills and extensive trial experience. Whether you are facing a complex financial case or a sensitive custody proceeding, Balzer & Leary is there to guide you through the legal process towards a successful resolution. Trusted by clients and praised as the best in the area, Balzer & Leary, PLLC is the firm you can rely on for all your family law needs.
BRADY AGENCY
Located at 50 Delaware Avenue in Delmar, New York, the Brady Agency is a trusted health and insurance agency serving families, individuals, and businesses since 2010. As an independent agency, we are dedicated to providing personalized insurance solutions tailored to your specific needs. Whether you have questions about rental car insurance, home insurance coverage, or protecting your son's property while he's away at college, our experienced team is here to help. We specialize in auto, home, and life insurance, and strive to provide accurate quotes that maximize your discounts.
Affordable Dentures: Williams Gloria V DDS
Affordable Dentures: Williams Gloria V DDS is a dentist located at 1554 Central Avenue in Albany, New York. Our institution offers the best price guarantee, ensuring that we will not be beaten on price for comparable services. We provide free consultations and x-rays for new denture patients, and offer financing options to make treatment accessible. We accept insurance to help you utilize your dental benefits for a new smile. Our focus is on providing affordable denture solutions and high-quality dental care to everyone. With an on-site dental lab, we can quickly complete denture fabrication and repairs, often offering same-day service. Our experienced professionals prioritize your oral health and provide personalized care to meet your needs. Schedule your initial consultation with Dr. Yap to receive a customized care plan and start your journey towards your ideal smile. Contact us at 1-800-DENTURE to request a free brochure and learn more about our services and fees. We look forward to helping you schedule your appointment and seeing you in our practice soon.
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