TOP 30 Investment accounts in Albany, New York

76 results found

Hodgson Russ LLP is a renowned accounting, finance, and legal institution located in Albany, New York, United States. With a prime location at 677 Broadway, Hodgson Russ LLP offers top-notch services in the fields of accounting, finance, and law. Their team of experienced professionals is dedicated to providing expert advice and guidance to clients, ensuring their financial and legal needs are met with precision and care. Whether you require assistance with tax planning, investment strategies, or legal representation, Hodgson Russ LLP is a trusted partner you can rely on.

Wen Ma, CFP is a finance institution located at 423 New Karner Road in Albany, New York, United States. Specializing in financial planning and wealth management, our certified financial planners are dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, Wen Ma, CFP is committed to providing comprehensive financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our team is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.

George Brown - Raymond James is a leading financial institution located at 100 Great Oaks Boulevard in Albany, New York. With a strong presence in the United States, this institution offers a wide range of financial services and expertise to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, George Brown - Raymond James has a team of experienced professionals ready to assist you. Trust in their expertise and commitment to providing top-notch financial services to clients across the country.

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 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.

Deborah Christopher is a financial advisor at Ameriprise Financial Services, LLC, located at 4 Atrium Drive in Albany, New York, United States. With a focus on your individual goals and risk tolerance, Deborah provides investment, asset allocation, and portfolio recommendations to help you achieve your financial goals, whether it's retirement, education, or a major purchase. Regular meetings are held to review and analyze your progress, update your approach as needed, and track your progress towards your goals. Through Ameriprise's online platform, you can access your investments and accounts from any device securely. Deborah also offers solutions for insurance needs such as health, life, disability, income, and long-term care insurance to protect yourself and your loved ones from unexpected events.

Mark Keeling is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. Mark holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With his extensive knowledge and commitment to ethical standards, Mark Keeling is a trusted advisor in the finance industry.

Slattery & Associates is a reputable finance institution located at 1843 Western Avenue in Albany, New York. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate management, our dedicated team is here to provide personalized solutions tailored to your unique needs. Trust Slattery & Associates to provide expert financial guidance and support to help you navigate the complexities of the financial world.

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.

Tucker-Haskins and Associates is a reputable finance institution located at 421 New Karner Road in Albany, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, Tucker-Haskins and Associates can help you achieve your financial goals. Their dedication to providing personalized and comprehensive financial solutions sets them apart in the industry. Visit their office in Albany today to learn more about how they can assist you with your financial needs.

Wells Fargo Advisors is a leading financial institution located at 4 Tower Place in Albany, New York, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world.

Michael Ryan - Raymond James is a leading finance institution located at 187 Wolf Road in Albany, New York, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of investment options and financial planning services to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Ryan - Raymond James is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Bryan McWayne - Thrivent is a finance institution located at 125 Wolf Road, Albany, New York, United States. As a "Future Self Champion", they specialize in planning for success and helping clients achieve their goals efficiently. The institution is licensed in multiple states including AZ, CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, SC, TX, VA, VT. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.

Ralph Lemme - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, wealth management, or retirement planning, Ralph Lemme - UBS Financial Services Inc. is here to assist you every step of the way. Trust us to provide personalized solutions tailored to your specific needs and financial objectives.

William Bufkins - Thrivent is a finance institution located at 125 Wolf Road in Albany, New York, United States. They are licensed in multiple states including CT, MA, NH, NJ, NY, PA, VA, and VT. Thrivent offers financial advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are able to provide investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Trustco Bank, located at 1475 Western Avenue in Albany, New York, is a trusted institution offering a range of banking and financial services. With a focus on providing exceptional Home Town service, Trustco Bank has been serving customers for over 120 years. They offer various account options, such as Home Town Investment Checking and Savings Accounts, as well as Home Town Business Checking Accounts. Trustco Bank has been recognized as the #1 Bank in the Capital District and the Best Bank on Wolf Road. They are part of the Allpoint ATM Network, providing access to over 55,000 surcharge-free ATMs. Additionally, Trustco Bank offers mortgage and home equity options, as well as Individual Retirement Account (IRA) investment options. The institution is committed to giving back to the community, supporting organizations like Joseph’s House and Shelter and Vethelp. Trustco Bank is dedicated to providing trusted and innovative banking solutions while honoring their tradition of independence and strength. Come home to Trustco, your Home Town Bank.

Paula-Christy Heighton - Thrivent is a finance institution located at 125 Wolf Road, Albany, New York, United States. They are licensed in multiple states including CT, FL, GA, MA, NC, NY, OH, SC, UT, VA, and VT. Thrivent provides financial advice and guidance through their Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed financial advisors and professionals provide insurance products, securities, and investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Olivia Casale is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, United States. The office closes at 4 pm on Fridays from Memorial Day to Labor Day. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect personalized financial advice tailored to their specific needs. The institution values referrals and strives to help friends and family members achieve their financial goals. The privacy and security of clients' information is a top priority, with strict rules and regulations in place to protect their data. Contact Ameriprise Financial Services, LLC to schedule a meeting and discuss what's most important to you.

S.M. Miller & Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 4 Atrium Drive, Albany, New York, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team documents your goals, regularly reviews progress, and adjusts strategies as life changes. With access to investments and accounts from any device, we prioritize secure and transparent communication with our clients. Our services include retirement planning, education funding, major purchases, and more. Through the Retirement InteractiveSM tool, clients can explore potential challenges and solutions for their retirement income. Our financial advisors are registered in specific U.S. states, ensuring personalized recommendations and solutions tailored to individual needs.

Logan Simms - Thrivent is a finance institution located at 125 Wolf Road, Albany, New York, United States. They are licensed in multiple states including CT, FL, MA, NC, NH, NJ, NY, VA, and VT. Thrivent and their financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. They do not provide legal, accounting, or tax advice, and recommend consulting with your own attorney or tax professional. For more information on their services and professional designations, visit their website or FINRA's Broker Check.

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.

Padgett Hudson Valley (formerly Taxes R Us) is a trusted accounting and finance institution located at 71 Albany Avenue in Kingston, New York, United States. With years of experience and expertise in tax preparation, financial planning, and accounting services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment planning, Padgett Hudson Valley is here to provide personalized and reliable solutions tailored to your specific needs. Contact us today to learn more about how we can help you navigate the complexities of the financial world with ease and confidence.

TaxPros & Realty Group is a reputable institution located at 1745 Albany Avenue in New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or real estate transactions, our knowledgeable professionals are here to guide you every step of the way. Trust TaxPros & Realty Group for all your accounting and finance needs.

Lurie & Co is a reputable accounting and finance institution located at 292 Washington Avenue Extension in Albany, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to investment planning, Lurie & Co is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are a go-to institution for all your accounting and finance needs.

McKenna & Franck is a reputable accounting and finance institution located at 1659 Central Avenue in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and investment management. Clients can trust McKenna & Franck to provide expert advice and personalized solutions to help them achieve their financial goals. With a commitment to excellence and integrity, this institution is dedicated to helping individuals and businesses succeed financially.

Doyle Golden is a reputable accounting and finance institution located at 1707 Central Avenue in Albany, New York, United States. With a team of experienced professionals, Doyle Golden offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust Doyle Golden to provide expert advice and personalized solutions to help them achieve their financial goals.

H&R Block is a renowned accounting and finance institution located at 116 Everett Road in Albany, New York, United States. With a team of highly skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is committed to providing top-notch services tailored to meet your specific needs. Visit us today to experience excellence in accounting and finance.

SDT Associates is a reputable accounting and finance institution located at 128 Great Oaks Boulevard in Albany, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, SDT Associates is committed to providing top-notch financial solutions to meet your needs.

Heritage Financial Group LLC is a leading accounting and finance institution located at 10 Colvin Avenue in Albany, New York, United States. With a team of experienced professionals, Heritage Financial Group LLC provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you are looking to streamline your accounting processes or grow your wealth, Heritage Financial Group LLC is dedicated to helping you achieve your financial goals.

FastCloud Global is a leading accounting and finance institution located at 90 State Street in Albany, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help businesses and individuals manage their finances effectively. Our expertise in accounting and finance allows us to offer tailored solutions to meet the unique needs of our clients. Whether you need help with tax preparation, financial planning, or investment management, FastCloud Global is here to support you every step of the way. Trust us to provide reliable and efficient financial services to help you achieve your financial goals.