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TOP 30 Investment and financial planning in Albany, NY
213 results found
A convenient service for searching for businesses, places and services
mercury financial advisors
Mercury Financial Advisors is a leading financial institution located at 223 South Manning Boulevard in Albany, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. With a commitment to integrity and excellence, Mercury Financial Advisors is your trusted partner in building a secure financial future.
Advantage Financial Federal Credit Union
Advantage Financial Federal Credit Union is a trusted financial institution located at 113 Holland Avenue in Albany, New York. As a credit union, we offer a wide range of financial services including savings accounts, loans, and investment options to help our members achieve their financial goals. Our convenient location also features an on-site ATM for easy access to your funds anytime. Whether you're looking to save for the future or need assistance with a loan, Advantage Financial Federal Credit Union is here to help you every step of the way. Visit us today to experience the advantages of banking with us.
CAP COM Federal Credit Union & Financial Center
CAP COM Federal Credit Union & Financial Center is a trusted financial institution located at 4 Winners Circle in Albany, New York, United States. As a full-service credit union, we offer a wide range of financial services to meet the needs of our members. From checking and savings accounts to loans and investment options, we are dedicated to helping our members achieve their financial goals. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience the personalized service and competitive rates that make us stand out in the financial industry.
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.
Small Business Development Center (University at Albany)
The Small Business Development Center at the University at Albany is a valuable resource for small businesses in the Albany, New York area. Since its establishment in 1984, the SBDC has played a crucial role in supporting over 25,000 small businesses, facilitating investments of over $452 million in the local economy, and helping to create or preserve more than 13,000 jobs. Located at 1220 Washington Avenue, the SBDC offers a wide range of services and support to help small businesses thrive and grow. Whether you are a new entrepreneur looking to start a business or an established business owner seeking to expand, the University at Albany SBDC is here to help you succeed.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 2429 Albany Post Road in Walden, New York. As a trusted financial services provider, Raymond James offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Raymond James is dedicated to providing personalized and comprehensive financial solutions tailored to each client's specific needs. Whether you are looking to plan for retirement, manage your investments, or grow your wealth, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with confidence and expertise.
Zachary Njoga: Primerica - Financial Services
Zachary Njoga: Primerica - Financial Services is a reputable finance and insurance agency located at 2125 Albany Post Road in Montrose, New York, United States. With a strong focus on providing personalized financial solutions to individuals and families, Zachary Njoga and his team offer a wide range of services including retirement planning, investment strategies, insurance policies, and more. With a commitment to helping clients achieve their financial goals and secure their future, Zachary Njoga: Primerica - Financial Services is a trusted partner in navigating the complex world of finance and insurance.
James A Hicks: Primerica - Financial Services
James A Hicks: Primerica - Financial Services is a reputable finance and insurance agency located at 3 Pine West Plaza in Albany, New York, United States. With a focus on providing top-notch financial services to individuals and families, James A Hicks: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether it's retirement planning, investment strategies, or insurance coverage, the experienced team at this institution is committed to providing personalized and comprehensive solutions to meet the unique needs of each client. Trust James A Hicks: Primerica for expert financial advice and reliable insurance options.
Paul Haschytz - Prudential Financial
Paul Haschytz - Prudential Financial is a leading finance and insurance agency located in Albany, New York. With a commitment to providing top-notch financial planning and insurance services, our experienced team at 125 Wolf Road is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Trust Paul Haschytz - Prudential Financial for all your financial and insurance needs in Albany, New York.
Wininger, Douglas and Green
Wininger, Douglas and Green is a reputable finance institution located at 881 Albany Post Road in New Paltz, New York. With a team of experienced financial experts, they offer a wide range of financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or wealth management, their dedicated team is committed to helping you achieve your financial goals. Visit Wininger, Douglas and Green for personalized and professional financial advice tailored to your specific needs.
Empire Financial Associates LLC
Empire Financial Associates LLC is a leading finance institution located at 1832 Western Avenue in Albany, New York. With a team of experienced professionals, Empire Financial Associates LLC provides a wide range of financial services to individual and corporate clients. Whether you are looking for investment advice, retirement planning, or wealth management solutions, Empire Financial Associates LLC is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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.
Bell Financial
Bell Financial is a finance institution located at 2 Pine West Plaza in Albany, New York, United States. We specialize in designing, implementing, and maintaining customized financial plans to help individuals, families, and business owners achieve their financial goals. Our team thoroughly assesses and analyzes your complete financial situation to ensure our strategy aligns with your values, needs, and long-term aspirations. Whether you are a client of our firm or a visitor, we are delighted to have you here on the Bell Financial website. We invite you to explore the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Our website serves as a valuable resource and tool for all your financial needs.
Capital Financial Planning, LLC
Capital Financial Planning, LLC is a finance institution located at 6 Tower Place in Albany, New York, United States. We specialize in providing expert financial planning services to help our clients reach their financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of finance and make informed decisions about their money. Whether you are looking for retirement planning, investment advice, or estate planning, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Commonwealth Financial Network
Commonwealth Financial Network is a finance institution located at 2 Executive Park Drive in Albany, New York, United States. As an independent financial advisor, you can realize your vision with Commonwealth, a partner that prioritizes your needs and provides sophisticated solutions, specialized consulting, and intuitive tools. In 2023, we recruited $15.9 billion in assets, reaching new heights. Our 2024 Outlook survey examines the economy and markets for the year ahead. Whether you are growing an existing practice or exploring independence for the first time, Commonwealth offers innovative strategies to give you a competitive advantage. Affiliating with us as your own RIA or through our corporate RIA provides personalized consulting, operations, and compliance to optimize your business. Our comprehensive capabilities and supportive partner are dedicated to your success. Join Commonwealth and receive valuable resources to help you manage the economics and risks of entrepreneurship, as well as strategies for marketing your new business. Take control of your growth path and transform unpredictability into growth with our high-touch service. Commonwealth's emphasis on investment management and financial planning, along with a supportive culture, allows you to create the firm and client experience you desire. Plan for the sunset of the TCJA and consider irrevocable Medicaid trusts to protect assets. With women expected to control more wealth in the future, ensure your firm supports and retains women advisors. Connect with Becca, managing principal and chief business development officer at Commonwealth, to learn more about our story and how we can support your financial goals.
Keystone Financial Management - Brian T. McKee
Keystone Financial Management - Brian T. McKee is a reputable finance institution located at 421 New Karner Road in Albany, New York, United States. With a focus on providing expert financial management services, Brian T. McKee and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Keystone Financial Management is dedicated to helping you navigate the complexities of the financial world with confidence. Trust in their expertise and experience to 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.
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.
Spring Street Financial
Spring Street Financial is a leading finance institution located at 1 Northwestern Boulevard in Albany, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services including investment management, wealth planning, and retirement solutions. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complex world of finance.
Halliday Financial Group
Halliday Financial Group is a finance and legal institution located at 14 Corporate Woods Boulevard in Albany, New York. With a team of experienced professionals, they provide a wide range of financial services including investment planning, retirement planning, and wealth management. In addition, they offer legal services such as estate planning and tax law. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking sound financial advice. Visit Halliday Financial Group today to secure your financial future.
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.
Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™
Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™ is a reputable financial institution located at 4246 Albany Post Road in Hyde Park, New York, United States. Specializing in providing personalized financial planning and investment services, Dominick P Profaci, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Gini Iarusso
Edward Jones - Financial Advisor: Gini Iarusso is a trusted finance institution located at 1971 Western Avenue in Albany, New York, United States. Gini Iarusso is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their long-term goals. With a commitment to building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Gini Iarusso is a go-to destination for individuals and families looking to secure their financial future.
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.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 100 Great Oaks Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at Raymond James are dedicated to providing personalized solutions tailored to your individual needs. Trust in Raymond James Financial Services for expert guidance and support in navigating the complexities of the financial world.
Alex Davison - Financial Advisor, Ameriprise Financial Services, LLC
Alex Davison, a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Alex Davison is well-equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. With a focus on ethics and professional development, Alex Davison is committed to helping clients make informed financial decisions and achieve their long-term goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Alex Davison is dedicated to providing personalized and comprehensive financial guidance.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 1705 Central Avenue in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions tailored to meet the unique needs of its clients. Whether you are looking for retirement planning, asset management, or financial advice, the experienced professionals at Raymond James Financial Services are dedicated to helping you achieve your financial goals.
Ryan Dudzic - Financial Advisor, Ameriprise Financial Services, LLC
Ryan Dudzic is a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States. Ryan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ryan provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Accredited and experienced, Ryan Dudzic is dedicated to helping clients make informed financial decisions and achieve their 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.
Philip Madonna - Financial Advisor, Ameriprise Financial Services, LLC
Philip Madonna is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. He holds several 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 his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Philip Madonna is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
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