The 30 Best Small business owners in Latham, New York

12 results found

Gretchen Meyer Financial is a reputable finance institution located at 3 Lear Jet Lane in Latham, New York, United States. With a team of experienced financial experts, we offer a wide range of services including investment planning, retirement planning, wealth management, and more. Our personalized approach ensures that each client receives tailored financial solutions to help them achieve their goals. Trust Gretchen Meyer Financial to provide you with expert advice and guidance to secure your financial future.

Merrill Lynch Financial Advisor Daniel S Sullivan is a prestigious finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is known for its exceptional client service and has been recognized by Forbes for its outstanding wealth management teams and next-generation wealth advisors. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach tailored to their needs. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop personalized plans centered on each client's goals. The advisors at Merrill Lynch are committed to helping clients achieve their financial goals and stay on track, no matter how their life and the markets may change. With a focus on understanding each client personally, Merrill Lynch Financial Advisor Daniel S Sullivan offers customized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

SIS Insurance is a reputable insurance agency located at 1187 Troy-Schenectady Road in Latham, New York. With a commitment to providing personalized and reliable insurance solutions, SIS Insurance offers a wide range of coverage options for individuals and businesses. Their team of experienced agents are dedicated to helping clients find the right insurance policies to meet their specific needs and budget. Whether you are looking for auto, home, life, or business insurance, SIS Insurance is here to assist you every step of the way. Contact them today to discuss your insurance needs and receive a customized quote.

The Reis Group is a locally owned and operated health insurance agency located at 102 Windsor Highway in New Windsor, New York. We specialize in providing affordable and reliable insurance options throughout the Hudson Valley and all across New York. Our team is dedicated to finding the perfect insurance coverage tailored to your needs at a price that fits your budget. As an independent agency, we work with a variety of reputable insurance companies to offer coverage for both personal and business needs. Whether you're looking for auto insurance in the Hudson Valley, homeowner insurance, or business insurance, we have you covered. Our experienced staff is here to assist you with any questions, claims, or coverage expansions you may need.

Metro 7 Diner, located at 1090 Troy-Schenectady Road in Latham, New York, is a cozy and welcoming restaurant offering delicious comfort food for breakfast, lunch, and dinner. Chef and owner Otto Maier brings years of culinary experience to the table, having started his career in the restaurant industry as a dishwasher and working his way up to becoming an Executive Chef. With a background in French and Kosher cuisine, Otto now invites the community to enjoy his simple yet flavorful dishes at Metro 7 Diner. In addition to their regular menu offerings, Metro 7 Diner also provides catering services for special events and offers a variety of specials and deals for their customers. With every purchase of a $75 gift certificate, guests can also receive a bag of the restaurant's house blend coffee. Otto's wife, Andrea, manages the front of the restaurant to ensure that every guest feels invited and welcomed.

The Reis Group is a locally operated health and insurance agency located at 475 Washington Avenue in Kingston, New York. As an independently owned institution, we specialize in providing affordable and reliable insurance options throughout the Hudson Valley region and across New York. Our team is dedicated to finding personalized insurance coverage that fits your needs and budget, working with a variety of reputable insurance companies to offer comprehensive options for both personal and business needs. At The Reis Group, we treat our customers like family, always ready to assist with claims, answer questions, and ensure that you have the proper coverage. Whether you're looking for auto insurance, homeowner insurance, business insurance, or health insurance, our experts are here to help you navigate through products, costs, and compliance requirements. We also offer insurance bundling options to help you save money and simplify your coverage needs.

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.

Dan Miller - Financial Advisor at Ameriprise Financial Services, LLC, located at 1205 Troy-Schenectady Road in Latham, New York, offers a wide range of financial services to individuals and businesses. Dan Miller holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Dan Miller's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Dan Miller can provide personalized financial advice tailored to your specific needs. Contact Dan Miller at Ameriprise Financial Services, LLC for comprehensive financial planning services.

Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The advisors at Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert advice and guidance to individuals, retirees, small business owners, and high net worth clients.

Mark Wells is a Financial Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Mark Wells holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAS®, CASL®, CDFA®, CEP™, CExP™, CFA®, CFP®, CFS®, ChFC®, ChSNC™, CIMA®, CKATM, CLTC, CLU®, CPWA®, CRC®, CRPC®, CRPS®, CTFA, CWPP™, FSCP®, MSFS, RICP®, WMCP™. Mark Wells specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, investment strategies, retirement planning, estate planning, and risk management, Mark Wells is dedicated to helping clients achieve their financial goals with integrity and expertise. Contact Mark Wells today for personalized financial advice tailored to your unique needs and objectives.

James Fowler - TIAA Financial Consultant is a leading financial institution located at 30 Century Hill Drive in Latham, New York, United States. As a trusted TIAA financial consultant, we provide expert advice and personalized financial planning services to help our clients achieve their financial goals. With a focus on integrity, professionalism, and customer satisfaction, our team of experienced consultants is dedicated to providing top-notch financial guidance and support. Whether you are planning for retirement, investing for the future, or seeking wealth management solutions, James Fowler - TIAA Financial Consultant is here to help you navigate the complex world of finance with confidence and peace of mind.

Thomas W. Donovan, CPA is a renowned accounting and finance institution located at 11 British American Boulevard in Latham, New York, United States. With a team of highly skilled and experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Thomas W. Donovan, CPA for accurate and reliable financial advice and assistance. Whether you are an individual or a business owner, their dedicated team is committed to helping you achieve your financial goals.