TOP 10 Best Special needs advisor in Schenectady, New York

Thoroughbred 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.

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.

Tyler Kuznia, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 1205 Troy-Schenectady Road in Latham, New York, United States. As a finance institution, Ameriprise offers personalized financial planning services to help individuals achieve their financial goals. Tyler Kuznia specializes in various areas of focus to cater to the specific needs of clients. By reviewing his background, credentials, and experience, clients can determine if his approach aligns with their financial objectives. To schedule a complimentary initial consultation with Tyler Kuznia, individuals can fill out the "Request consultation" form on the website and he will reach out to them to discuss their financial goals.

Ryan P Lambert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Specializing in finance, Ryan P Lambert 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®, CERTIFIED FINANCIAL PLANNER™, 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®. With a focus on providing expert financial advice and planning services, Ryan P Lambert is dedicated to helping individuals navigate complex financial situations and achieve their wealth management goals.

Amy Aldrich - State Farm Insurance Agent is a reputable insurance agency located at 123 Saratoga Road in Glenville, New York, United States. Situated at Socha Plaza, across from Schenectady County Airport, Amy Aldrich has been serving the Capital Region for over 15 years. The agency offers a wide range of insurance services including Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Health Insurance, Business Insurance, and more. Specializing in various types of insurance coverage, the agency also provides financial services such as Banking, Retirement Planning, and College Planning. Amy Aldrich is dedicated to improving the lives and futures of their State Farm customers and the community at large, one relationship at a time. With a team of caring and motivated professionals, the agency strives to provide excellent customer service and meet the specific needs of each policyholder through education and personalized solutions.

Shannon Barr - State Farm Insurance Agent is a trusted insurance agency located at 749 Troy-Schenectady Road, Latham, New York, United States. With over 30 years of experience serving the Capital District and surrounding areas, Shannon and her team are dedicated to providing personalized insurance coverage for your car, home, life, and more. They offer free insurance quotes and specialize in helping Out of State Transfers to New York. Additionally, they provide commercial insurance quotes for businesses, as well as coverage for motorcycles, ATVs, boats, and other recreational vehicles. The team at Shannon Barr - State Farm Insurance Agent is committed to exceptional customer service and helping you protect what matters most. Visit them today to discuss your insurance needs and receive expert advice.

Culnan Insurance Agency LLC, located at 16C North Greenbush Road in Troy, New York, is a top-quality insurance agency dedicated to providing comprehensive and cost-effective insurance solutions. With over 10 years of experience serving the Capital District Area, including Albany, Schenectady, Hoosick Falls, and Troy, Culnan Insurance Agency LLC offers a wide range of insurance products including auto, home, business, life insurance, and bonds. They work with only the best insurance companies to ensure competitive rates and coverage options that fit your needs and budget. Whether you need protection against bodily injury liability, property damage, uninsured or underinsured motorists, or rental coverage, Culnan Insurance Agency LLC has you covered. Explore their interactive graphics to learn about your unique risks and find the right insurance solutions for you. Trust Culnan Insurance Agency LLC to protect you from the unexpected and provide you with the peace of mind you deserve.

DeLorenzo, Grasso & Dalmata, LLP is a respected law firm located at 670 Franklin Street in Schenectady, New York. With decades of experience and a commitment to ethical practices, our team strives to provide our clients with the advantage they need to achieve their legal goals. If you have been injured due to the negligence of others, our skilled attorneys are here to help you seek the maximum compensation for your case. We specialize in personal injury law, including car accidents, employment discrimination, family law, business litigation, bankruptcy protection, criminal defense, and estate planning.

Stacy Ochs - State Farm Insurance Agent is a trusted institution located at 1811 Curry Road, Schenectady, New York, United States. Specializing in health and insurance services, they are dedicated to protecting you and your loved ones. The team, led by Stacy Ochs, is committed to providing quality customer service and insurance solutions. They offer a range of policies including auto insurance, homeowner's insurance, renters' insurance, business insurance, and life insurance. As September is Life Insurance Awareness Month, they encourage individuals to reach out for a quote to ensure their loved ones are protected. With a focus on community and customer care, Stacy Ochs and her team are ready to assist with all insurance and financial service needs. Visit their office in Schenectady or contact them today for personalized assistance.

Sicilia & Associates, P.C. is a leading accounting and finance institution located at 2312 Broadway in Schenectady, New York, United States. Specializing in providing expert accountant and tax consultant services, our team is dedicated to helping individuals and businesses navigate complex financial matters with precision and efficiency. With a commitment to excellence and personalized attention, Sicilia & Associates, P.C. is your trusted partner for all your accounting and tax needs. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.

Derenzos Tax Service is a reputable finance institution located at 538 North Brandywine Avenue in Schenectady, New York, United States. Specializing in providing top-notch tax services, their team of experts is dedicated to helping individuals and businesses navigate the complexities of tax regulations and maximize their financial returns. With a commitment to excellence and personalized service, Derenzos Tax Service is the go-to destination for all your tax-related needs.

Cioffi Slezak Wildgrube is a prestigious law firm located at 1473 Erie Boulevard in Schenectady, New York, United States. Specializing in Estate Planning and Administration, Elder Law, Real Estate, and Business Law, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses. Our team is committed to creating effective solutions for our clients through experience, creativity, and a thoughtful approach. We believe in building long-term relationships with our clients, ensuring that all generations of a family are familiar with our attorneys and staff.

Joseph J Montone & Co is a reputable accounting and finance institution located at 1502 State Street in Schenectady, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Joseph J Montone & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

Buckley Cheryl L is a health institution located at 711 Troy-Schenectady Road in Latham, New York. The facility offers a range of health services to cater to the needs of patients in the area. With a team of dedicated healthcare professionals, Buckley Cheryl L is committed to providing high-quality care and promoting wellness in the community. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Buckley Cheryl L is here to help you achieve and maintain optimal health.

RLP Financial Management is a well-established institution located at 34 North Jay Street in Schenectady, New York. Specializing in accounting and finance, our team of experts provides comprehensive financial management services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need help with tax planning, investment management, or retirement planning, RLP Financial Management is here to provide trusted guidance and support every step of the way.

Business Management Group Inc is a reputable institution located at 2933 Hamburg Street, Schenectady, New York, United States. Specializing in accounting and finance, this institution offers top-notch services to help businesses manage their financial resources effectively. With a team of experienced professionals, Business Management Group Inc is dedicated to providing expert advice and solutions to help businesses thrive in today's competitive market. Whether you need assistance with budgeting, financial planning, or tax preparation, this institution has the expertise to meet your needs. Contact Business Management Group Inc today to learn more about how they can help your business succeed.

Heidenstrom Gary R CPA is a well-established accounting and finance institution located at 670 Franklin Street, Schenectady, New York, United States. Our firm specializes in providing financial management and investment advisory services to closely held businesses and individuals, helping them reach their long-term goals. We have a dedicated mail slot in our office door for clients to conveniently drop off their organizers and records. Our experienced accounting staff has undergone extensive training and we have made significant investments in our tax preparation systems to ensure accurate and efficient tax returns for all types of entities.