Security risk management in Schenectady, NY
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PlanMember Securities Corporation
● ClosedPlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.
1574 Union St, Schenectady, NY 12309, United States -
Thoroughbred Advisors - Financial Advisors
● ClosedThoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York. Specializing in finance and insurance services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a commitment to excellence, Thoroughbred Advisors is the trusted partner you need for all your financial planning needs. Contact us today to schedule a consultation and take the first step towards financial security.
421 Troy-Schenectady Rd, Latham, NY 12110, United States -
The Mohawk Valley Group - Morgan Stanley
● OpenThe Mohawk Valley Group - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and investment opportunities to individuals and businesses in the Mohawk Valley region. With a team of experienced professionals and a commitment to providing personalized financial solutions, The Mohawk Valley Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.
1212 Troy-Schenectady Rd, Latham, NY 12110, United States -
Edward Jones - Financial Advisor: Shaun I Roach
● ClosedEdward Jones - Financial Advisor: Shaun I Roach is a reputable finance institution located at 356 Troy-Schenectady Road in Latham, New York. As a trusted financial advisor, Shaun I Roach provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can trust in the expertise and dedication of Shaun I Roach and the Edward Jones team. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Shaun I Roach is committed to helping you navigate the complexities of the financial world with confidence.
356 Troy-Schenectady Rd Ste 7, Latham, NY 12110, United States -
Fazio / Schmitz / Sheehan Group - Morgan Stanley
● OpenThe Fazio / Schmitz / Sheehan Group at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York. With a focus on providing exceptional financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our experienced professionals are here to assist you every step of the way. Trust in the Fazio / Schmitz / Sheehan Group at Morgan Stanley for all your financial needs.
1212 Troy-Schenectady Rd, Latham, NY 12110, United States -
Charlie Palmer - State Farm Insurance Agent
● ClosedCharlie Palmer - State Farm Insurance Agent is a reputable insurance agency located at 119 Mohawk Avenue in Scotia, New York, United States. Specializing in providing a variety of insurance services, including homeowners insurance, auto insurance, life insurance, business insurance, and more. As a State Farm agent with over 30 years of experience, the agency serves residents in Scotia, NY, and surrounding areas such as Glenville, Schenectady, Niskayuna, and the Capital District. The agency is committed to helping clients manage everyday risks, plan for the future, and protect what matters most. With a team of experienced professionals dedicated to understanding clients' needs and providing personalized coverage options, Charlie Palmer - State Farm Insurance Agent ensures that clients feel comfortable and secure with their insurance choices.
119 Mohawk Ave, Scotia, NY 12302, United States -
Steve Warren - Thrivent
● ClosedSteve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3418 Carman Rd, Schenectady, NY 12303, United States -
John V Rawson III - Morgan Stanley
● OpenJohn V Rawson III - Morgan Stanley is a reputable financial institution located at 1212 Troy-Schenectady Road in Latham, New York. As a branch of Morgan Stanley, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, John V Rawson III - Morgan Stanley is dedicated to providing top-notch financial guidance and support.
1212 Troy-Schenectady Rd, Latham, NY 12110, United States -
Mike Meeker - State Farm Insurance Agent
● ClosedWelcome to Mike Meeker - State Farm Insurance Agent, your trusted local insurance partner located at 293 Chestnut Street, Oneonta, New York. Nestled between Five Star Subaru and Walgreens on Chestnut Street, our agency is dedicated to providing personalized and comprehensive insurance solutions tailored to your unique needs. Born and raised in Otsego County, Mike Meeker is deeply rooted in the community. After gaining valuable experience in the building industry, Mike returned to his hometown to establish his own State Farm agency in 2016. With a passion for excellent customer service and relationship building, Mike and his team strive to exceed your expectations and deliver the highest quality service.
293 Chestnut Street, Oneonta, New York 13820, United States
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