TOP 30 Lpl financial consulting in Albany, New York
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Cody Wojdyla, CFP® - Certified Financial Planner
● ClosedCody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.
18 Corporate Woods Blvd 2nd Floor, Albany, NY 12211, United States -
LPL Financial
● OpenLPL 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.
14 Corporate Woods Blvd, Albany, NY 12211, United States -
First New York Retirement and Investment Services
● ClosedFirst New York Retirement and Investment Services, located at 2 Wall Street in Albany, New York, is a finance institution offering a comprehensive financial management program through LPL Financial. This program is designed to help individuals organize their financial affairs and plan for the future. Members can take advantage of consultations at no cost or obligation. The financial professionals at First New York Retirement and Investment Services are registered representatives with LPL Financial, offering securities and advisory services. Insurance products are also available through LPL or its licensed affiliates. Please note that First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are available to First New York members. Visit our office at First New York headquarters to learn more about our Financial Professionals. Please be aware that the LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For more information, please visit our website or contact us directly.
2 Wall St suite 1, Albany, NY 12205, United States
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