Investment solutions for businesses in Albany, NY
88 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
James Watkinson - RBC Wealth Management Financial Advisor
● OpenJames Watkinson - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, James Watkinson provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a strong focus on wealth management, James Watkinson offers expert advice and tailored solutions to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, James Watkinson - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial guidance and support.
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States -
Wilson Advisors, LLC
● OpenWilson Advisors, LLC is a professional finance institution located at 1764 U.S. 9 in New York, United States. Specializing in financial counseling services for senior corporate executives and high net worth individuals, Wilson Advisors, LLC is dedicated to understanding the unique goals, values, and risk tolerance of each client. Founded by Tim Wilson in 2007, the firm offers personalized services with complete transparency, charging a flat fee for all services. With over 25 years of experience, Tim Wilson and his team of financial counselors have the education, resources, and dedication to assist clients with all their financial planning needs. Clients praise Tim Wilson for his professionalism, comprehensive advice, and ethical business practices. Based in the Albany-Saratoga region of New York, Wilson Advisors, LLC serves clients across the United States.
1764 US-9 #1318, Clifton Park, NY 12065, United States -
Block Advisors
● OpenBlock Advisors is a trusted institution located at 145 Wolf Road in Albany, New York, specializing in accounting and finance services. With a team of experienced professionals, Block Advisors offers personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, Block Advisors is dedicated to helping you achieve your financial goals. Visit us today to learn more about our comprehensive services and how we can assist you in managing your finances effectively.
145 Wolf Rd Unit 2, Albany, NY 12205, United States -
Bernard Toney Incorporated
● OpenBernard Toney Incorporated is a reputable institution located at 418 Broadway, Albany, New York, United States. With a strong track record of providing top-notch services, Bernard Toney Incorporated is a trusted name in the industry. Specializing in financial consulting and investment management, the institution offers personalized solutions to help clients achieve their financial goals. The team of experts at Bernard Toney Incorporated is dedicated to providing excellent customer service and delivering results that exceed expectations. Whether you are looking for retirement planning, wealth management, or investment advice, Bernard Toney Incorporated has the expertise to help you navigate the complex world of finance. Visit them today to see how they can help you secure your financial future.
418 Broadway Suite 4896, Albany, NY 12207, United States -
William Z Bayba Associates
● OpenWilliam Z Bayba Associates is a finance institution located at 1573 Central Avenue in Albany, New York. With a team of experienced professionals, we offer a wide range of financial services to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with taxes, our dedicated staff is here to provide personalized solutions tailored to your individual needs. Trust William Z Bayba Associates to guide you towards a secure financial future.
1573 Central Ave, Albany, NY 12205, United States -
James Whalen III - Morgan Stanley
● OpenJames Whalen III - Morgan Stanley is a prestigious finance institution located at 80 State Street in Albany, New York. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the United States. With a focus on providing personalized and comprehensive financial solutions, James Whalen III - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, the experienced professionals at this institution are committed to providing top-notch financial guidance and support.
80 State St 12th fl, Albany, NY 12207, United States -
The Hudson River Group - Morgan Stanley
● OpenThe Hudson River Group at Morgan Stanley is a leading finance institution located at 80 State Street in Albany, New York. With a focus on providing top-tier financial services, the institution offers expert advice and guidance to clients seeking investment opportunities, wealth management solutions, and strategic financial planning. The team at The Hudson River Group is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Trust in The Hudson River Group at Morgan Stanley for all your financial needs in the Albany area.
80 State St 12th fl, Albany, NY 12207, United States -
Williams & Lombardi
● OpenWilliams & Lombardi is a renowned accounting and finance institution located in the heart of Albany, New York. With a prime location at 3 Clinton Square, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing expert advice and guidance on a wide range of financial matters. Whether you need help with tax preparation, investment planning, or financial consulting, Williams & Lombardi is the go-to institution for all your accounting and finance needs. Visit them today to see how they can help you achieve your financial goals.
3 Clinton Square, Albany, NY 12207, United States -
Ian Mann CFP®, MBA, EA - Sit Back Tax
● OpenIan Mann CFP®, MBA, EA - Sit Back Tax is an accounting and finance institution located at 125 Wolf Road in Albany, New York, United States. Unlike many tax preparers today, Ian values in-person meetings as the best way to serve clients. This allows taxpayers to have all their questions answered in a single sitting and gain confidence in their tax preparation. For those who prefer to stay home, a client portal is available to create an account, upload documents, and sign completed returns. Ian Mann CFP®, MBA, EA - Sit Back Tax offers personalized and convenient tax preparation services for individuals and businesses.
125 Wolf Rd Suite 501, Albany, NY 12205, United States -
Alexander Poole & Co., Inc.
● OpenAlexander Poole & Co., Inc. is a reputable financial institution located at 41 State Street in Albany, New York. With a strong presence in the United States, the company offers a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or estate management, Alexander Poole & Co., Inc. is committed to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you in securing your financial future.
41 State St, Albany, NY 12207, United States -
Mackay, Caswell & Callahan, P.C.
● OpenMackay, Caswell & Callahan, P.C. is a reputable institution located at 90 South Swan Street in Albany, New York, specializing in accounting, finance, and legal services. Led by experienced tax attorney Joseph M. Callahan, Esq., the firm offers expert advice and representation for individuals facing tax disputes and issues. With over 35 years of legal and accounting experience, Joe Callahan is dedicated to providing his clients with the best tax advice to alleviate the stress associated with tax problems. From handling communications with tax agencies to navigating complex tax matters such as audits and collection of back taxes, Joe offers comprehensive representation at both the state and federal levels. Testimonials from satisfied clients highlight Joe's professionalism, efficiency, and success in resolving tax issues. Whether you need assistance with tax planning, audits, or offshore investments, Mackay, Caswell & Callahan, P.C. is committed to helping you achieve the best possible outcome. Contact the firm at 844-MCC-4TAX for immediate assistance.
90 S Swan St #103B, Albany, NY 12210, United States -
Advantage Financial Federal Credit Union
● OpenAdvantage 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.
113 Holland Ave, Albany, NY 12208, United States -
First New York Federal Credit Union Headquarters
● OpenFirst New York Federal Credit Union Headquarters is a leading financial institution located at 2 Wall Street in Albany, New York. As a trusted credit union, we offer a wide range of services including ATM access, banking, and finance solutions to meet the needs of our members. Our headquarters is dedicated to providing exceptional customer service and financial expertise to help individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of First New York Federal Credit Union.
2 Wall St, Albany, NY 12205, United States -
Sand Dollar Associates, Inc.
● OpenSand Dollar Associates, Inc. is a reputable financial institution located at 11 Computer Drive West in Albany, New York, United States. As a leading bank in the region, we offer a wide range of financial services including personal and business banking, investment opportunities, and wealth management. Our team of experienced professionals is dedicated to providing top-notch customer service and helping clients achieve their financial goals. Trust Sand Dollar Associates, Inc. for all your banking and finance needs.
11 Computer Dr W Ste 111, Albany, NY 12205, United States -
New York Life Insurance
● OpenNew York Life Insurance is a reputable finance and insurance agency located at 26 Century Hill Drive in Latham, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and financial services to meet the diverse needs of its clients. Known for its reliability and customer-centric approach, New York Life Insurance is committed to providing quality coverage and personalized solutions to help individuals and families protect their assets and achieve their financial goals. Whether you are looking for life insurance, retirement planning, or investment options, you can trust New York Life Insurance to provide expert guidance and support every step of the way.
26 Century Hill Dr # 301, Latham, NY 12110, United States -
Raymond James Financial Services
● OpenRaymond 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.
2429 Albany Post Rd, Walden, NY 12586, United States -
Mutual Of Omaha
● OpenMutual of Omaha is a well-established insurance and financial services institution located at 3 Washington Square in Albany, New York, United States. With a history dating back to 1909, Mutual of Omaha has built a strong reputation for providing reliable and trustworthy insurance products and services to individuals and businesses. Their range of offerings includes life insurance, health insurance, retirement planning, and investment solutions. Customers can expect personalized service and expert guidance from the experienced professionals at Mutual of Omaha. Visit their office in Albany to learn more about how they can help you secure your financial future.
3 Washington Square, Albany, NY 12205, United States -
Paul Haschytz - Prudential Financial
● OpenPaul 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.
125 Wolf Rd suite 503-15, Albany, NY 12205, United States -
Gettysburg Spanglish Island LLC
● OpenGettysburg Spanglish Island LLC is a finance institution located at 1440 Central Avenue in Albany, New York, United States. Specializing in providing financial services to individuals and businesses, Gettysburg Spanglish Island LLC offers a wide range of financial solutions to meet the needs of its clients. With a team of experienced professionals, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Gettysburg Spanglish Island LLC is committed to providing personalized and high-quality service to help you succeed financially.
1440 Central Ave #1084, Albany, NY 12205, United States -
Accumera LLC
● OpenAccumera LLC is a leading financial institution located at 10 Colvin Avenue in Albany, New York, United States. Specializing in wealth management, investment advisory services, and financial planning, Accumera LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Accumera LLC offers a comprehensive range of financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Accumera LLC is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
10 Colvin Ave Suite 101, Albany, NY 12206, United States -
Bell Financial
● OpenBell 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.
2 Pine West Plaza #203, Albany, NY 12205, United States -
Commonwealth Financial Network
● OpenCommonwealth 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.
2 Executive Park Dr, Albany, NY 12203, United States -
Creative Pension Consultants
● OpenCreative Pension Consultants is a leading institution located at 435 New Karner Road in Albany, New York, United States. We specialize in providing innovative and personalized pension consulting services to help individuals and businesses plan for a secure retirement. Our team of experts is dedicated to creating customized pension solutions tailored to meet the unique needs and goals of our clients. With a focus on creativity and expertise, we strive to ensure that our clients receive the best possible advice and guidance when it comes to their pension planning. Contact us today to learn more about how we can help you secure your financial future.
435 New Karner Rd, Albany, NY 12205, United States -
Pyramid Funds Corporation
● OpenPyramid 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.
21 Everett Rd Ext Suite 2, Albany, NY 12205, United States -
Hudson Valley Financial Services
● OpenHudson 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.
325 Albany Ave, Kingston, NY 12401, United States -
AXA Advisors
● OpenAXA Advisors is a financial institution located at 1 Albany Ave # G3a in Kingston, New York, United States. As a leading provider of financial services, AXA Advisors offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors, AXA Advisors provides personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, AXA Advisors can help you create a customized financial plan that meets your needs.
1 Albany Ave # G3a, Kingston, NY 12401, United States -
Philip Madonna - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPhilip 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.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Deborah Christopher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDeborah 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.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Jeffrey Miller - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey Miller is a financial advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. With a focus on helping clients achieve their financial goals and preserve their assets, Jeffrey offers solutions and coverage options for various insurance needs such as health, life, disability, income, and long-term care. By preparing for the unexpected, clients can feel confident in protecting themselves and their loved ones. Potential clients can schedule a complimentary initial consultation to discuss financial planning concepts and learn more about how the team at S.M. Miller & Associates can help them reach their goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Richard Decker
● OpenRichard Decker is a reputable finance institution located at 1440 Central Avenue in Albany, New York, United States. With a strong commitment to providing top-notch financial services, Richard Decker offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Richard Decker are here to help. Trustworthy, reliable, and dedicated to your financial success, Richard Decker is the go-to institution for all your financial needs.
1440 Central Ave, Albany, NY 12205, United States
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Financial consulting
- Immigration lawyer
- Law company
- Lawyer
- Personal loan
- Health insurance companies
- Life insurance companies
- Home insurance companies
- Notary
- investment solutions for businesses in Brentwood
- investment solutions for businesses in Briarcliff Manor
- investment solutions for businesses in Bronxville
- investment solutions for businesses in Cazenovia
- investment solutions for businesses in Elmsford
- investment solutions for businesses in Hartsdale
- investment solutions for businesses in Hyde Park
- investment solutions for businesses in Kingston
- investment solutions for businesses in Latham
- investment solutions for businesses in Rensselaer
- investment solutions for businesses in Syracuse
- investment solutions for businesses in Village of Pelham
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos