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TOP 30 Specialized investment advisory in Schenectady, NY
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Thoroughbred Advisors - Financial Advisors
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.
PlanMember Securities Corporation
PlanMember 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.
Robert L Kristel Accounting Firm
Robert L Kristel Accounting Firm is a reputable institution located at 670 Franklin Street, Schenectady, New York, United States. Specializing in accounting and finance, our firm offers a range of services to help clients reach their long-term financial goals. We work closely with closely held businesses, providing assistance with financial planning for both business and personal needs. Our experienced staff is trained in tax preparation and financial management, ensuring accurate and efficient services for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We also provide investment advisory services and work with local attorneys, bankers, and investment firms to maximize profitability and efficiency for our clients.
Heidenstrom Gary R CPA
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.
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