TOP 10 Personalized financial planning services in Glens Falls, New York

Cody 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.

Glen Street Associates LLC is a reputable real estate agency located at 100 Glen Street in the charming town of Glens Falls, New York. With a dedicated team of professionals, they provide exceptional services for buying, selling, and renting properties in the area. Whether you are looking for a new home, commercial space, or investment property, Glen Street Associates LLC is committed to helping you find the perfect real estate solution. Their expertise, integrity, and personalized approach make them a trusted partner in the real estate market.

Morgan Stanley Financial Advisors is a renowned financial institution located at 86 Glen Street in Glens Falls, New York. As a leading provider of financial services, Morgan Stanley offers expert advice and guidance to individuals and businesses looking to manage their wealth, investments, and financial goals. With a team of experienced financial advisors, Morgan Stanley is committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Morgan Stanley Financial Advisors can provide the expertise and support you need to achieve your financial objectives.

Edward Jones - Financial Advisor: Madeline S Butler is a trusted financial institution located at 52 Saratoga Avenue in South Glens Falls, New York. As a dedicated financial advisor, Madeline S Butler provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Madeline S Butler is committed to helping you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Meghan M Murray is a reputable financial institution located at 5 Warren Street in Glens Falls, New York. As a trusted advisor, Meghan M Murray provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Meghan M Murray at Edward Jones is dedicated to helping you make informed decisions and reach your financial aspirations.

Edward Jones - Financial Advisor: Mark Ostrander is a trusted financial institution located at 136 Glen Street in Glens Falls, New York, United States. With a focus on personalized financial planning and investment strategies, Mark Ostrander and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones offers a range of financial services to meet your needs. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Mark Ostrander is a reliable partner in building a secure financial future.

Edward Jones - Financial Advisor: Steve Babson II is a well-established financial institution located at 55 Bay Street in Glens Falls, New York. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients reach their financial goals. With Steve Babson II at the helm, clients can expect a high level of professionalism, integrity, and dedication to their financial success. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Edward Jones - Financial Advisor: Steve Babson II is here to provide guidance and support every step of the way.

Edward Jones - Financial Advisor: Joseph E Kelly, AAMS™ is a trusted financial institution located at 52 Saratoga Avenue in South Glens Falls, New York, United States. Specializing in personalized financial planning and wealth management, Joseph E Kelly, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Contact Joseph E Kelly, AAMS™ today to start planning for tomorrow.

LPL Financial is a prominent finance institution located at 150 Ridge Street in Glens Falls, New York, United States. They offer a wide range of financial services and solutions to help clients achieve their financial goals. With a team of experienced professionals, LPL Financial provides personalized advice and guidance to individuals and businesses looking to manage their wealth and investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your portfolio, LPL Financial can help you navigate the complex world of finance with confidence.

KMG Services, LLC is a health and insurance agency located at 1710 U.S. 9 in South Glens Falls, New York. We specialize in providing comprehensive health insurance solutions to individuals and families, as well as businesses of all sizes. Our experienced team is dedicated to helping our clients find the best coverage options to meet their unique needs and budget. With a focus on customer service and personalized attention, KMG Services, LLC is committed to ensuring our clients have the peace of mind that comes with having quality health insurance coverage. Contact us today to learn more about how we can help you protect your health and financial well-being.

Parks Heritage Federal Credit Union is a trusted financial institution located at 5 Murray Street in Glens Falls, New York. As an ATM and finance center, we provide a range of services to help you manage your money effectively. In the event that your card is lost or stolen, please call (518) 926-4700 for immediate assistance. If you are planning to travel for vacation or work, be sure to set a travel notice by calling the same number to avoid any disruptions to your banking activities. Trust Parks Heritage Federal Credit Union to meet all your financial needs with convenience and peace of mind.

The Law Offices of Edwin M. Adeson Esq. in Glens Falls, New York, is your go-to choice for representation in Chapter 7 or Chapter 13 bankruptcy cases. Attorney Edwin M. Adeson is the leading bankruptcy practitioner in the area, offering the lowest fees guaranteed. With personal attention from Attorney Adeson himself, you can expect efficient service and quick processing of your case. In addition to bankruptcy, our firm specializes in family law and real estate matters. Attorney Adeson is appointed by the courts as a law guardian for children in family law cases. Since 1995, we have provided superior representation for bankruptcy cases, helping clients get a fresh start. Whether you need to file for Chapter 7 or Chapter 13 bankruptcy, we can assist you in navigating the process. Don't let worries about your credit hold you back – re-establishing credit after bankruptcy is easier than you think. Our satisfied clients have praised our prompt service, fair prices, and efficient handling of their cases. Contact us today to see how we can help you with your financial situation.

FitzGerald Morris Baker Firth is a reputable full-service law firm located at 68 Warren Street in Glens Falls, New York. Established in 1936, our team of experienced and professional attorneys and staff work together to provide a wide range of legal services to individuals, corporations, insurance carriers, financial institutions, and public entities. Our practice areas include estate planning, elder law, real estate transactions, business formations, general litigation, insurance defense, civil rights, family law, personal injury, and environmental law. We are committed to delivering high-quality service and exceeding our clients' expectations.

The William Strauss Agency is a reputable insurance agency located at 5 Warren Street in Glens Falls, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, the agency serves individuals and businesses in the local community and beyond. The experienced team at William Strauss Agency is dedicated to helping clients find the right insurance coverage to protect their assets and provide peace of mind. Contact them today for expert advice and reliable insurance options.

Upstate Agency is an insurance agency located at 103 Main Street in South Glens Falls, New York. We are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is committed to helping individuals and businesses protect what matters most. Whether you're looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for you. Visit us today to learn more about how Upstate Agency can help you secure your future.

Coopers Cave FCU is a credit union located at 92 Dix Avenue in Glens Falls, New York. As a finance institution, Coopers Cave FCU offers a range of financial services to its members, including savings accounts, loans, and online banking. With a focus on providing personalized service and competitive rates, Coopers Cave FCU is committed to helping its members achieve their financial goals. Visit their branch in Glens Falls or contact them to learn more about how they can assist with your financial needs.

The Table Rock Group - Morgan Stanley is a leading financial institution located at 86 Glen Street in Glens Falls, New York, United States. Our team of experienced professionals provides a wide range of financial services including wealth management, investment advisory, and retirement planning. With a focus on personalized service and strategic financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

Northwestern Mutual Life-Whitman is a finance and insurance agency located at 458 Glen Street in Glens Falls, New York. As a trusted institution, we specialize in providing life insurance and financial planning services to help our clients secure their financial future. Our team of experienced professionals is dedicated to offering personalized solutions tailored to meet each individual's specific needs and goals. With a commitment to excellence and integrity, Northwestern Mutual Life-Whitman is here to support and guide our clients on their journey towards financial security and success.

Richard W. Fuller, CPA is a trusted accounting and finance institution located at 79 Warren Street in Glens Falls, New York, United States. We serve clients throughout the Capital District and the North Country, helping them achieve their financial goals by simplifying the complexities of taxation and finances. Our team provides personalized, friendly, and timely service in the hometown tradition. Our services include full-service payroll with direct deposit, tax payment, and report preparation. We handle federal and state individual, corporation, partnership, fiduciary, and estate tax returns, as well as tax planning. We also assist with IRS and State tax notices, providing personal representation at audits. Additionally, we offer personalized, on-site consulting and training for all bookkeeping and reporting needs.

Allen B Powers CPA is a reputable accounting and finance institution located at 65 Bay Street in Glens Falls, New York. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax filing or strategic financial planning, Allen B Powers CPA is committed to providing professional and personalized services to meet your needs.

Fuller Richard W CPA is a reputable accounting and finance institution located at 13 Center Street in Glens Falls, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Trust Fuller Richard W CPA for all your accounting and financial needs.

Placentric Digital Marketing, located in Glens Falls, New York, is a leading institution specializing in strategic marketing plan development to increase sales and grow businesses. With a clear and realistic marketing action plan, businesses can confidently stand out in a crowded market, attract and retain more customers, and reach their highest financial goals. Don't waste time and money on 'hit and miss' marketing techniques - let Placentric Digital Marketing show you three ways to increase sales in just 15 minutes. Choose from the Strategic Marketing Bootcamp or Traditional Marketing Plan Development to receive a personalized plan tailored to your business needs.

Sloan Advisory Group, Inc. is a finance institution located at 237 Glen Street, Glens Falls, New York, United States. At Sloan Advisory Group, we believe that wealth and success are not just about numbers, but about mindset and personal definition. Our team guides clients in defining success and wealth in ways that are meaningful to them, driving their financial plans and inspiring them to reach their goals. We understand that life is full of changes and challenges, which is why we provide advice and guidance to our clients every step of the way. Whether you are approaching retirement, dealing with a loss, a high-earning professional, or just starting out as a couple, we are here to help you understand your financial situation and move forward with confidence.

Paul C Hebert - Morgan Stanley is a reputable finance institution located at 86 Glen Street in Glens Falls, New York. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth or secure your financial future, Paul C Hebert - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence.

Merchant & Associates is a reputable finance institution located at 48 Main Street in South Glens Falls, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other financial institutions. Whether you need assistance with investments, retirement planning, or loans, Merchant & Associates is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.

Matthew Baitinger - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York, United States. Specializing in wealth management, investment banking, and financial advisory services, our team is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to provide our clients with the tools and resources they need to navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Trustco Bank, located at 100 Glen Street in Glens Falls, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to customers while supporting employees in the communities they serve. Offering innovative banking products and solutions, Trustco Bank has been a reliable source for over 120 years. Customers can benefit from various account options such as Home Town Investment Checking, Home Town Savings, and Home Town Business Checking, each with unique benefits and requirements. Recognized for their outstanding service, Trustco Bank has been voted the #1 Bank in the Capital District and the Best Bank on Wolf Road. In addition to traditional banking services, Trustco Bank also offers mortgage applications, home equity lines of credit, and Individual Retirement Account (IRA) investment options. As a member of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs. Trustco Bank is committed to giving back to the community through initiatives such as supporting local shelters, recognizing Home Town Heroes, and collecting donations for families and Veterans in need. Come home to Trustco Bank, your trusted Home Town Bank.

Trustco Bank, located at 133 Saratoga Avenue, South Glens Falls, New York, United States, is a trusted institution offering a range of financial services including ATM access, banking, and finance. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to its customers while supporting its employees. The institution offers various accounts such as Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account with attractive benefits for customers. Trustco Bank has been recognized for its outstanding services and contributions to the community, earning accolades such as being voted the #1 Bank in the Capital District and the Best Bank on Wolf Road. With over 140 convenient locations, state-of-the-art mobile app, and access to a wide network of surcharge-free ATMs, Trustco Bank aims to provide convenient and reliable banking solutions to its customers. Whether you are looking for mortgage options, home equity credit lines, or Individual Retirement Account (IRA) investment options, Trustco Bank has a range of flexible and dependable products to meet your financial needs. Additionally, Trustco Bank is committed to giving back to the community through various initiatives such as supporting local shelters and honoring Home Town Heroes. Come home to Trustco Bank, your trusted Home Town Bank.

Robert H Bell - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York. As a branch of Morgan Stanley, one of the world's leading financial services firms, Robert H Bell offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Robert H Bell - Morgan Stanley is committed to providing expert guidance and exceptional service.

Costello-Baitinger Group - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York, United States. Specializing in wealth management and investment services, our team at Morgan Stanley is dedicated to helping our clients achieve their financial goals. With a focus on personalized financial planning and expert advice, we strive to provide our clients with the tools and resources they need to make informed decisions about their financial futures. Whether you are looking to grow your investments, plan for retirement, or manage your assets, the Costello-Baitinger Group is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial goals.