The 30 Best Risk management strategies in Albany, New York
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Wentworth Financial Partners
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.
Robert E. Lane, CPWA - UBS Financial Services Inc.
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.
Merrill Lynch Financial Advisor Robert B Lilley
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.
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.
John G. Walsh - UBS Financial Services Inc.
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.
KPMG LLP
KPMG LLP is a renowned accounting and finance institution located at 515 Broadway in Albany, New York, United States. With a strong reputation for providing top-notch financial services, KPMG LLP offers a wide range of accounting solutions to meet the needs of businesses and individuals alike. Their team of experienced professionals are dedicated to delivering exceptional service and expertise in the field of accounting and finance. Whether you are looking for tax advice, audit services, or financial consulting, KPMG LLP is committed to helping you achieve your financial goals.
Muench Joseph R
Muench Joseph R is a health institution located at 315 South Manning Boulevard in Albany, New York. This pharmacy and store offers a wide range of healthcare products and services to the community. With a focus on providing quality care and customer service, Muench Joseph R is a trusted destination for all your health and wellness needs. Whether you're looking for medication, medical supplies, or expert advice, you can count on Muench Joseph R to meet your needs with professionalism and care.
Suffolk Mediation Center
Welcome to the Suffolk Mediation Center, your trusted partner in resolving disputes effectively and amicably. Located at 15 Frowein Road, Building A3, Center Moriches, New York, our center is dedicated to providing a supportive environment where parties can express their interests and work towards a customized resolution. Mediation is a time-honored method for conflict resolution, offering a cost-effective and less stressful alternative to court proceedings. Our experienced mediators, including Fred L. Ayler, a New York State certified mediator and community leader, and Gabriele Burner, a skilled litigator with nearly two decades of experience, are here to guide you through the mediation process. Together, they bring a wealth of knowledge and a unique approach to dispute resolution, ensuring that both parties have a neutral ear and a confidential setting to reach an agreement.
Cynthia Decker - Prudential Financial
Welcome to Cynthia Decker - Prudential Financial, your trusted partner in financial planning and insurance services located at 9 Albany Street, Cazenovia, New York. Our mission is to provide personalized financial solutions tailored to meet the unique needs of each client. With a focus on building long-term relationships, we offer a comprehensive range of services including retirement planning, investment management, and life insurance. Our experienced team is dedicated to helping you achieve financial security and peace of mind. Visit us today to discover how we can assist you in reaching your financial goals with confidence and expertise.
Leigh Baldwin & Co
Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.
H.G. Ellis Agency, Inc
Welcome to H.G. Ellis Agency, Inc., your trusted insurance partner located in the heart of Cazenovia, New York. Situated at 72 Albany Street, our agency is dedicated to providing personalized insurance solutions to meet the diverse needs of our community. With years of experience in the industry, we pride ourselves on our commitment to exceptional customer service and our ability to offer comprehensive coverage options tailored to your specific requirements. Whether you're seeking auto, home, life, or business insurance, our knowledgeable team is here to guide you every step of the way. At H.G. Ellis Agency, Inc., we understand the importance of protecting what matters most to you, and we're here to ensure you have peace of mind for the future. Visit us today and discover the difference of working with a local agency that truly cares.
OneGroup
Welcome to OneGroup Insurance Agency Located at 48 Albany Street, Cazenovia, New York, OneGroup is your trusted partner in comprehensive insurance solutions. As a leading insurance agency, we offer a wide array of services tailored to meet both your personal and business needs. Our mission is to provide you with the peace of mind that comes from knowing you are fully protected by the best coverage available.
The Sovik Group
Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs. Founded by Charlie Sovik in 2007, our agency specializes in Health, Life, Disability, and Medicare Insurance alongside a range of investment programs. With over three decades of experience in the financial sector, Charlie began his career in 1988 and has built a solid reputation as an independent financial representative, including 26 years with Leigh Baldwin & Co., LLC. As a 1989 graduate of St. Lawrence University with a major in Economics, Charlie brings a wealth of knowledge and expertise to the table. His commitment to fostering lasting relationships with clients and local business leaders throughout Central New York (CNY) is at the heart of our mission.
The Bonadio Group
Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.
DrivePlus Insurance NY
Welcome to DrivePlus Insurance NY, your trusted insurance agency located at 580 Main Street, Buffalo, New York 14202. We specialize in providing comprehensive, customized insurance solutions tailored to meet the diverse needs of trucking businesses throughout New York, including Albany. At DrivePlus Insurance NY, we understand that truck insurance is not just a legal requirement but a vital component of your business's security and success. Our team is dedicated to offering tailored truck insurance solutions that ensure compliance with New York's trucking laws and regulations while protecting your fleet against the unique challenges faced on the road.
Aflac Insurance Agent:Richard Peterson
Welcome to Aflac Insurance Agent: Richard Peterson, your trusted partner in securing a brighter future. Located at 214-25 42nd Avenue, Queens, New York 11361, we specialize in providing comprehensive insurance solutions tailored to meet your unique needs. As a dedicated insurance agency, we understand that life’s unexpected events can disrupt your peace of mind. That’s why we offer a wide range of policies designed to add an extra layer of protection for life’s speed bumps. From covering accidents to offering financial support during critical health diagnoses, Aflac pays cash benefits to help ease your financial burdens, allowing you to focus on what truly matters—getting better. Our policies help cover deductibles, co-pays, and other out-of-pocket expenses related to covered hospital stays, ensuring you and your loved ones are protected during challenging times.
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