TOP 30 Personalized banking advice in Saratoga Springs, New York

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Capital Counseling, located at 100 West Avenue in Saratoga Springs, New York, is a health institution dedicated to helping individuals of all ages in the Greater Capital Region find greater happiness and fulfillment in their lives. The staff at Capital Counseling provide experienced and compassionate counseling, education, and supportive group sessions to help individuals manage their emotions, deal with specific problems, cope with crises, improve relationships, wellness, diet, and nutrition, and develop healthier ways of living. The team at Capital Counseling includes Kandie Sawyer, Executive Director; John Agostino, VP of the Board; Winell Soures, Clinical Director; and John Balli, President and CEO at the National Bank of Coxsackie. The institution is grateful to the National Bank of Coxsackie for their generous award and recognition of the important work they do.

Merrill Lynch Financial Advisor Joseph Vidarte, located at 18 Division Street, Saratoga Springs, New York, United States, offers personalized financial planning services to individuals, families, and businesses. With a focus on understanding your specific financial situation and goals, Joseph Vidarte works with you to develop a customized wealth management plan centered on your priorities. By leveraging the resources of Bank of America and Merrill Lynch Wealth Management, Joseph and his team offer insights, ideas, and personalized service to help you pursue your financial goals at every stage of life. Whether you are looking to grow, preserve, or transfer wealth, the team is committed to exceeding your expectations through proactive communication and attention to detail. With access to the investment insights of Merrill and the banking convenience of Bank of America, Joseph Vidarte and his team can help you navigate the complexities of the financial landscape and work towards achieving your goals. Contact them today to begin building your personalized financial strategy.

The Okby Group - Morgan Stanley is a leading financial institution located at 340 Broadway in Saratoga Springs, New York, United States. Specializing in finance, they provide a wide range of services including wealth management, investment banking, and financial advisory. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, The Okby Group - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.