TOP 30 Investment management firms in Albany, New York

50 results found

DLA Piper is a leading global law firm located at 677 Broadway, Albany, New York, United States. Our team of experienced professionals provides cutting-edge legal and commercial insight to help clients navigate complex challenges and achieve their goals. We are proud to announce our founding sponsorship of the United Nations' AI for Good Law Track, showcasing our commitment to innovation and social responsibility. At DLA Piper, you will find a supportive environment where you can engage in meaningful work, grow your career, and make a positive impact on the world. Our global pro bono program supports transitional justice efforts, demonstrating our dedication to serving the community. Please note that unsolicited e-mails and information sent to DLA Piper may not be confidential and do not create a lawyer-client relationship. Our lawyers are committed to practicing law ethically and responsibly in jurisdictions where they are properly permitted to do so.

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.

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.

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.

Pyramid Funds Corporation is a finance institution located at 21 Everett Road Extension in Albany, New York, United States. Specializing in investment management and financial services, Pyramid Funds Corporation offers a range of products and solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Pyramid Funds Corporation is dedicated to providing top-quality service and guidance to their clients.

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.

The Alanus Cooperus Group is a prestigious finance institution located at 350 Northern Boulevard in Albany, New York, United States. Known for its expertise in financial services, the institution offers a wide range of investment options, financial planning, and wealth management services to its clients. With a team of experienced professionals and a commitment to excellence, the Alanus Cooperus Group is dedicated to helping individuals and businesses achieve their financial goals.

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.

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.

Karen Tarvin - Ameriprise Financial Services, LLC is a finance institution located at 4 Atrium Drive in Albany, New York, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help you achieve your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. To schedule a complimentary initial consultation, simply fill out the "Request consultation" form and your desired advisor will reach out to you. Let Karen Tarvin - Ameriprise Financial Services, LLC help you navigate your financial future.

Priority Access Inc is a leading finance institution located at 20 Corporate Woods Boulevard in Albany, New York. We specialize in providing priority access to financial services and solutions for our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized guidance and support. Whether you are looking for investment advice, wealth management, or retirement planning, Priority Access Inc is here to help you navigate the complex world of finance with ease and confidence. Visit us today and experience the priority access difference.

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.

Redway Properties is a reputable real estate agency located at 276 Partridge Street in Albany, New York. With a strong focus on delivering top-notch service to clients, Redway Properties offers a wide range of real estate services including buying, selling, and renting properties. Their team of experienced agents is dedicated to helping clients find their dream home or investment property. Whether you are a first-time homebuyer or a seasoned investor, Redway Properties is committed to guiding you through the real estate process with professionalism and expertise. Contact them today to start your real estate journey.

David Fadda & Associates, Inc. is a reputable accounting and finance firm located at 361 Albany Avenue in Kingston, New York, United States. With a team of experienced professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized and high-quality service sets them apart in the industry. Whether you are looking for assistance with your personal finances or need help managing your business accounts, David Fadda & Associates, Inc. is dedicated to helping you achieve your financial goals.

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.

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.

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.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.