TOP 30 Investments management in Albany, New York

229 results found

Robert Wright - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, Robert Wright - UBS Financial Services Inc. offers a wide range of services including wealth management, investment advisory, and financial planning. The team of experienced professionals at this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Robert Wright - UBS Financial Services Inc. is committed to providing top-notch financial advice and support.

Norvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.

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.

Merrill Lynch Financial Advisor Georgia P Kelly is a reputable finance institution located at 69 State Street in Albany, New York, United States. With a focus on providing expert financial advice and services, Merrill Lynch is dedicated to helping clients achieve their financial goals and secure their financial future. Georgia P Kelly and her team of experienced advisors offer personalized financial planning, investment management, retirement planning, and wealth management services to individuals and businesses. Trust Merrill Lynch Financial Advisor Georgia P Kelly to guide you towards a secure and prosperous financial future.

Merrill Lynch Financial Advisor Paul J. Wilders is a finance institution located at 69 State Street, Albany, New York, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, they help clients stay on track with their financial goals. By understanding each client's unique financial situation, they create personalized wealth management strategies to help clients pursue their goals. Merrill advisors provide access to investing insights and banking capabilities to help clients make informed decisions. Additionally, they offer a broad range of brokerage, investment advisory, and other services. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., a Member FDIC, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC, and wholly owned subsidiaries of Bank of America Corporation.

The LOSAP Group is a finance institution located at 455 Patroon Creek Boulevard in Albany, New York, United States. Specializing in providing financial services and solutions, The LOSAP Group offers a wide range of financial products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, The LOSAP Group is dedicated to providing top-notch customer service and personalized financial advice to its clients. Whether you are looking to invest, save for retirement, or plan for the future, The LOSAP Group is here to help you every step of the way.

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.

Mark L Fine, CLU, ChFC, CFP, CASL is a renowned financial institution located at 1 Northwestern Boulevard in Albany, New York, United States. Specializing in insurance and financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of highly skilled and certified professionals, including Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and Chartered Advisor for Senior Living, clients can trust in their expertise and experience. Whether you are looking for retirement planning, investment advice, or insurance solutions, Mark L Fine, CLU, ChFC, CFP, CASL is dedicated to providing personalized and comprehensive financial services to meet your needs.

Carson Wealth is a financial institution located at 855 New York 146 in New York, United States. Our team of financial advisors in Clifton Park, New York, specializes in working with families, women, and business owners to create personalized financial plans that help them achieve their financial and life goals. We believe that true wealth is more than just money - it's about having financial confidence and the ability to focus on what matters most to you and your loved ones. Our services include comprehensive financial planning, portfolio management, estate planning, tax strategy, and more. We strive to build meaningful relationships with our clients and their families, providing them with the support and education they need to make informed financial decisions and live their lives with confidence.

Cadaret, Grant & Co., Inc. is a leading finance institution located at 125 Wolf Road in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Cadaret, Grant & Co., Inc. offers a wide range of investment options and financial planning services to help clients achieve their financial goals. With a team of experienced professionals, they are dedicated to providing personalized solutions tailored to meet the unique needs of each individual client. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Cadaret, Grant & Co., Inc. is committed to helping you navigate the complexities of the financial world with confidence.

Janney Montgomery Scott LLC is a reputable finance institution located at 7 Southwoods Boulevard in Albany, New York, United States. With a strong presence in the financial industry, Janney Montgomery Scott LLC offers a wide range of financial services including investment management, wealth planning, and brokerage services. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Trustworthy and reliable, Janney Montgomery Scott LLC is committed to helping clients navigate the complexities of the financial market with confidence and peace of mind.

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.

Alissa Quinn - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, Alissa Quinn - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to assist clients in making informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Alissa Quinn - UBS Financial Services Inc. is committed to helping you secure a stable financial future.

UBS Financial Services Inc. is a leading financial institution located at 8 Southwoods Boulevard in Albany, New York, United States. As a premier provider of financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. With a commitment to excellence and a focus on client satisfaction, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial futures.

LPL Financial is a leading finance institution located at 14 Corporate Woods Boulevard in Albany, New York, United States. With a reputation for providing top-notch financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored advice to each client, ensuring they receive the best possible financial guidance. Whether you are looking to invest, plan for retirement, or manage your assets, LPL Financial is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.

Melissa Mirabile, CRPS - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in financial planning and investment management, Melissa Mirabile is a Certified Retirement Planning Specialist (CRPS) who offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Melissa Mirabile and UBS Financial Services Inc. strive to help individuals and families secure their financial future.

Robert E. Lane, CPWA - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in wealth management, Robert E. Lane and his team offer personalized financial services to help clients achieve their financial goals. With a focus on comprehensive planning and investment strategies, they strive to provide top-notch financial guidance and expertise to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your investments, Robert E. Lane, CPWA - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

Burke Coleman, CIMA, CPWA, CRPS at UBS Financial Services Inc. is a prestigious finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their investment goals. Specializing in areas such as investment management, wealth planning, and retirement planning, Burke Coleman and his team provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and a dedication to client satisfaction, UBS Financial Services Inc. is a trusted partner in helping individuals and families secure their financial future.

Merrill Lynch Financial Advisor Robert B Lilley is a finance institution located at 69 State Street, Albany, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Specializing in creating customized strategies for families seeking a lifetime of income, the Lilley - O'Toole Group has been serving clients since 1975. With over $397 million of entrusted wealth, the team focuses on helping clients plan for a secure financial future through strategic planning and proactive communication. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors strive to help clients achieve their financial goals and navigate the complexities of their financial lives. Certified by the Certified Financial Planner Board of Standards, Inc., the team at Merrill Lynch is committed to providing clients with the expertise and guidance needed to make informed financial decisions and pursue their aspirations. Let Merrill Lynch Financial Advisor Robert B Lilley help you create a financial approach tailored to your unique needs and priorities.

Kenneth White - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our institution offers personalized solutions tailored to your individual needs. Trust Kenneth White - UBS Financial Services Inc. to provide you with the expertise and guidance needed to secure a stable 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.

John G. Walsh - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at John G. Walsh - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, this institution is committed to providing personalized financial advice and guidance tailored to your specific needs.

Ameriprise Financial is a renowned finance institution located at 4 Atrium Drive in Albany, New York, United States. With a strong presence in the financial industry, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.

Rosetti Properties is a reputable real estate agency located at 427 New Karner Road in Albany, New York. With a commitment to excellence and personalized service, Rosetti Properties assists clients in buying, selling, and renting residential and commercial properties in the Albany area. Their team of experienced real estate professionals provides expert guidance and support throughout the entire real estate transaction process. Whether you are looking for your dream home or seeking to invest in commercial properties, Rosetti Properties is dedicated to helping you achieve your real estate goals.

Park Place at 60 State is a prestigious institution located at 60 State Street in Albany, New York. This modern and sophisticated building offers a variety of amenities and services for its residents, including luxurious living spaces, state-of-the-art fitness center, rooftop terrace with stunning views, concierge services, and more. With its prime location in the heart of Albany, Park Place at 60 State provides convenient access to shopping, dining, entertainment, and cultural attractions. Experience upscale living at its finest at Park Place at 60 State.

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.