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TOP 30 Retirement accounts in Latham, NY
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BSNB Latham
BSNB Latham is a trusted financial institution located at 1202 Troy-Schenectady Road in Latham, New York. As a full-service bank, we provide a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to customer service and community involvement, BSNB Latham is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with BSNB.
Community Resource Federal Credit Union
Community Resource Federal Credit Union, located at 20 Wade Road in Latham, New York, is a trusted institution offering a range of financial services. Whether you need an ATM, assistance with finance, or a home equity loan, we have you covered. Our home equity loan options include fixed and variable rates with flexible terms, allowing you to borrow up to 85% of the available equity in your home for various purposes. We also offer a simple checking account with no monthly fees or minimum balance requirements, along with benefits such as early access to your money and a VISA® Debit Card with fraud prevention features. With access to over 30 local shared credit union branches and over 100 local fee-free ATMs, managing your finances has never been easier.
Merrill Lynch Financial Advisor John M Daniels
Merrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.
TIAA Financial Services
TIAA Financial Services is a reputable institution located at 30 Century Hill Drive in Latham, New York, United States. As a versatile financial services provider, TIAA offers a wide range of services including banking, finance, and insurance. With a focus on helping clients achieve their financial goals and secure their futures, TIAA is dedicated to providing top-notch customer service and expert financial advice. Whether you are looking to open a new account, invest in your future, or protect your assets, TIAA Financial Services is here to help you every step of the way.
TD Ameritrade
TD Ameritrade is a leading financial institution located at 677 Broadway in Albany, New York. As a prominent player in the finance industry, TD Ameritrade offers a wide range of investment services including online trading, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their finances effectively. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and resources needed to help you achieve your financial goals.
Trustco Bank
Trustco Bank, located at 201 Troy-Schenectady Road in Latham, New York, is a trusted institution offering a range of financial services including ATM services, 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 and the communities it serves. Customers can take advantage of various account options such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account, all designed to help individuals achieve their financial goals. Trustco Bank has been recognized for its outstanding services, including being voted the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.
Marvin and Company, P.C., CPAs
Marvin and Company, P.C., CPAs is a leading accounting and finance institution located at 11 British American Boulevard in Latham, New York, United States. With a team of experienced certified public accountants, they provide a wide range of professional services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart as a trusted partner for all financial needs. Visit Marvin and Company, P.C., CPAs for expert guidance and support in achieving your financial goals.
Sunmark Credit Union
Sunmark Credit Union is a trusted financial institution located at 1187 Troy-Schenectady Road in Latham, New York. As a credit union, Sunmark offers a wide range of financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. Additionally, Sunmark Credit Union provides convenient ATM services for easy access to cash withdrawals and account management. With a commitment to serving the community and helping members achieve their financial goals, Sunmark Credit Union is a reliable and customer-focused institution in the United States.
Met Life
MetLife is an insurance agency located at 5 British American Boulevard in Latham, New York, United States. Our top priority is protecting your information and ensuring you have everything you need to protect yourself and your family. We offer a range of insurance products, including Health Savings Accounts (HSAs) that are essential for employee retention and financial well-being. Our dental programs provide options for both in-network and out-of-network providers, giving you flexibility in choosing your dental care. By offering disability insurance and paid leave, employers can show they care about their employees' well-being and loyalty. At MetLife, we are a global community dedicated to building confidence and providing insights on retirement savings and longevity risk. Register online today to access and manage your MetLife benefits and join us in our mission to protect you and your loved ones.
Mutual of Omaha Advisors - Upstate New York
Mutual of Omaha Advisors - Upstate New York is an insurance agency located at 40 British American Boulevard in Latham, New York. As part of the renowned Mutual of Omaha family, our team of advisors is dedicated to helping clients in Upstate New York with their insurance needs. Whether you are looking for life insurance, retirement planning, or investment options, our experienced professionals are here to provide personalized guidance and support. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 26 Century Hill Drive in Latham, New York, United States. The branch offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs. In addition to wealth planning advice, the branch also offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create long-term financial strategies.
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