Trust advisors for families in Albany, New York

Merrill Lynch Financial Advisor James V O'Connor, located at 69 State Street, Albany, New York, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. Beginning with a conversation to identify and prioritize your goals, the team helps you make investment-related decisions that align with your aspirations. Utilizing the Investment Personality Assessment, they tailor a financial approach to suit your preferences. With over 70 years of combined experience, the team collaborates with entrepreneurs and families to develop strategies tailored to their specific financial needs. The Merrill Personal Wealth Analysis™ helps create a personalized plan centered on your goals. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and the markets. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions. Let Merrill Lynch Financial Advisor James V O'Connor help you achieve your financial goals with a personalized approach centered on your needs and priorities.

Merrill Lynch Financial Advisor Michael C Swezey, located at 69 State Street, Albany, New York, United States, is a trusted finance institution offering personalized wealth management services. The team at Merrill Personal Wealth Analysis™ is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to your changing needs over time. By starting with a conversation, we can identify and prioritize your goals to create a customized financial plan tailored to your unique aspirations. Through the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to help you pursue what matters most to you. Our mission is to help you achieve your goals by designing and implementing a personalized plan focused on managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, we will work together to address your financial needs. Let's work together to help you achieve your financial goals and stay on track for the future.

Kevin Kelly - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Kevin Kelly offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on wealth management, investment strategies, and retirement planning, Kevin Kelly provides expert guidance and tailored solutions to meet the unique needs of each client. With a commitment to excellence and a track record of success, Kevin Kelly - RBC Wealth Management Financial Advisor is a top choice for individuals seeking professional financial advice in the Albany area.

Merrill Lynch Financial Advisor Jordyn Beesmer is a finance institution located at 69 State Street, Albany, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Jordyn Beesmer can assist in creating a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Personalized wealth management strategies can help you pursue your financial goals effectively. Jordyn Beesmer follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Backed by global resources, Jordyn Beesmer's team is dedicated to establishing strong client relationships based on trust and personalized service.

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

Kate Curcio - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Kate Curcio offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kate Curcio is dedicated to providing expert guidance and support to clients as they navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Kate Curcio is committed to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Kevin J Pittz, CFP®|AAMS™ is a reputable financial institution located at 1721 Central Avenue in Albany, New York. As a Certified Financial Planner and Accredited Asset Management Specialist, Kevin J Pittz offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones provides top-notch financial services to individuals and families in the Albany area. Whether you are planning for retirement, saving for college, or investing for the future, Kevin J Pittz and his team are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Merrill Lynch Financial Advisor Valerie Rhodes is a reputable financial institution located at 69 State Street in Albany, New York, United States. As a trusted finance advisor, Valerie Rhodes provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a wealth of experience and expertise in the finance industry, clients can trust Merrill Lynch Financial Advisor Valerie Rhodes to provide sound financial advice and guidance. Whether you are looking to invest, plan for retirement, or manage your assets, Valerie Rhodes is committed to helping you make informed financial decisions. Contact Merrill Lynch Financial Advisor Valerie Rhodes today to schedule a consultation and take control of your financial future.

Timothy Distefano - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Timothy Distefano provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a strong focus on wealth management, retirement planning, and investment solutions, clients can trust in Timothy Distefano's expertise and dedication to helping them secure their financial future. Contact Timothy Distefano - RBC Wealth Management Financial Advisor today for expert financial guidance and personalized solutions tailored to your individual needs.

Thomas Brockley - RBC Wealth Management Financial Advisor is a trusted institution located at 455 Patroon Creek Boulevard in Albany, New York. As a leading finance professional, Thomas Brockley provides expert financial advice and services to help clients achieve their financial goals. With a strong background in wealth management, Thomas Brockley offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Thomas Brockley is dedicated to helping you navigate the complex world of finance with confidence and ease. Trust Thomas Brockley - RBC Wealth Management Financial Advisor to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.

James Watkinson - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, James Watkinson provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a strong focus on wealth management, James Watkinson offers expert advice and tailored solutions to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, James Watkinson - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial guidance and support.

Mercury Financial Advisors is a leading financial institution located at 223 South Manning Boulevard in Albany, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. With a commitment to integrity and excellence, Mercury Financial Advisors is your trusted partner in building a secure financial future.

Edward Jones - Financial Advisor: Gini Iarusso is a trusted finance institution located at 1971 Western Avenue in Albany, New York, United States. Gini Iarusso is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their long-term goals. With a commitment to building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Gini Iarusso is a go-to destination for individuals and families looking to secure their financial future.

Philip Madonna is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. He holds several 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®. These certifications demonstrate his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Philip Madonna is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.

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.

Global Travels LLC is a leading travel agency located at 418 Broadway in Albany, New York. With a team of experienced travel experts, we specialize in creating personalized travel experiences for our clients around the world. Whether you're looking to book a luxury vacation, a business trip, or a budget-friendly getaway, we have the knowledge and resources to help you plan the perfect trip. Contact us today to start planning your next adventure with Global Travels LLC.

Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.

Williams & Lombardi is a renowned accounting and finance institution located in the heart of Albany, New York. With a prime location at 3 Clinton Square, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing expert advice and guidance on a wide range of financial matters. Whether you need help with tax preparation, investment planning, or financial consulting, Williams & Lombardi is the go-to institution for all your accounting and finance needs. Visit them today to see how they can help you achieve your financial goals.

Erwin, McCane & Daly is a reputable law firm located at 23 Elk Street in Albany, New York, United States. With a team of experienced and dedicated lawyers, they provide expert legal services in various areas of law including family law, criminal defense, personal injury, and more. Clients can expect personalized attention and top-notch representation from the skilled attorneys at Erwin, McCane & Daly. Whether you are facing a legal dispute or need legal advice, this institution is committed to helping you navigate the complexities of the legal system and achieve the best possible outcome for your case.

Anderson, Moschetti & Taffany, PLLC is a prestigious law firm located in Latham, New York. With a focus on providing top-notch legal services, the firm offers expertise in various areas of law including personal injury, criminal defense, family law, and more. Their team of experienced attorneys is dedicated to advocating for their clients and achieving the best possible outcomes. Conveniently situated at 26 Century Hill Drive, Anderson, Moschetti & Taffany, PLLC is a trusted institution for those in need of legal representation in the United States.

Pozefsky Bramley & Murphy is a prestigious law firm located at 90 State Street in Albany, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in various practice areas. Whether you are in need of personal injury representation, estate planning assistance, or business law advice, the attorneys at Pozefsky Bramley & Murphy are here to help. Their commitment to excellence and client satisfaction sets them apart as a top choice for legal representation in the United States.

Eric Schillinger Esq. is a reputable law firm located at 573 Columbia Turnpike in East Greenbush, New York. As part of SCHILLINGER & ASSOCIATES, PLLC., they offer a wide range of legal services with a focus on fighting for their clients' constitutional rights. With Attorney Eric Schillinger at the helm, the firm is known for being one of the top criminal defense firms in Albany, having successfully handled numerous cases, including federal trials. Mr. Schillinger is highly respected by both prosecutors and judges, earning a reputation as a "lawyer's lawyer" due to his integrity, honesty, and ethical practices. This means that clients can trust in the firm's ability to leverage relationships and reputation for optimal results in their cases. Whether it's negotiating reduced charges or striving for dismissals, Mr. Schillinger is dedicated to defending his clients' interests and futures.

The Law Office of Ed Ryan is a trusted legal institution located at 38 Eagle Street in Albany, New York. With a reputation for providing excellent legal services, Ed Ryan and his team specialize in a variety of practice areas including criminal defense, personal injury, family law, and more. Clients can expect personalized attention and expert guidance throughout their legal proceedings. Whether you are facing a criminal charge, dealing with a family law matter, or seeking compensation for a personal injury, The Law Office of Ed Ryan is dedicated to fighting for your rights and achieving the best possible outcome for your case. Contact us today to schedule a consultation.

Brick House Insurance Agency is a trusted insurance provider located at 148 Dove Street in Albany, New York. Our agency offers a wide range of insurance products to meet the needs of individuals and businesses alike. With a team of experienced agents, we are committed to providing personalized service and finding the best coverage options for our clients. Whether you're looking for auto, home, life, or business insurance, Brick House Insurance Agency has you covered. Contact us today to learn more about how we can protect what matters most to you.

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.

Mick Butler - State Farm Insurance Agent is a trusted insurance agency located at 961 Hoosick Road in Troy, New York, United States. With a strong focus on serving the community, Mick Butler brings over 23 years of experience as a husband and father, along with a background in education from Hudson Valley Community College and Siena. The agency takes pride in challenging the ordinary to provide exceptional service to customers, making the insurance process simple and informative. Recognized as one of the top 5 insurance agencies in the Albany Times Union, Mick Butler and his team offer personalized insurance and financial services to meet all needs. Serving Troy and surrounding areas in New York, as well as Southern Vermont, the agency provides free quotes for business insurance, commercial auto insurance, and more. With a commitment to exceptional customer service and a focus on protecting families, Mick Butler - State Farm Insurance Agent is dedicated to helping customers manage risks, recover from the unexpected, and realize their dreams. Contact the agency today for all your insurance and financial service needs.

Rob Field - State Farm Insurance Agent is an insurance agency located at 431 New Scotland Avenue in Albany, New York, United States. Our office is conveniently situated just a couple blocks east of St. Peter's on the opposite side of the road. We have been serving the Albany community for close to 15 years, offering a wide range of insurance policies including auto, home, life, renters, business, contractor, and commercial auto insurance. While State Farm online car insurance quotes are not available at this time, we encourage you to call or text our office for a free quote. Our dedicated team is committed to providing excellent customer service and meeting all your insurance needs. We are proud to be a trusted partner for our customers, whether they live in Albany County or anywhere else in New York State.

Kelly McGrath - State Farm Insurance Agent is an insurance agency located at 233 North Greenbush Road, Troy, New York, United States. With over 25 years of experience at State Farm and a decade of serving the Capital Region, our knowledgeable team is dedicated to helping you with all your insurance and financial service needs. We serve customers in New York and Vermont, with a focus on Rensselaer County, Albany County, Schenectady County, Saratoga County, and Bennington County. Whether you're looking for life insurance options or advice on storing and protecting collectibles, we are here to assist you. Contact us for a free quote and insurance consultation. We look forward to meeting you and providing impeccable customer service.

Salvatore Graziano: Allstate Insurance is a trusted insurance agency located at 360 Northern Boulevard in Albany, New York. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Salvatore Graziano and his team are dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can count on Salvatore Graziano: Allstate Insurance to provide expert guidance and exceptional customer service. Contact them today to learn more about their comprehensive insurance offerings.