The 30 Best Wealth management services in Schenectady, New York

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.

RBC Wealth Management, located at 461 Clinton Street in Schenectady, New York, is a finance institution that prioritizes your unique goals and aspirations. Our team goes beyond just the numbers to create a personalized wealth management plan that meets your needs and ambitions. We work with you to develop strategies that focus on what matters most to you and your family, helping you navigate through changes and protect your wealth for a more secure future. With a focus on both your current needs and future goals, we provide guidance and support to help you achieve financial confidence. Whether it's assisting your family, responsible investing, or philanthropic giving, we help you make a difference in a way that aligns with your values.

Services Financial is a leading finance institution located in Schenectady, New York, United States. We offer a wide range of financial services to individuals, businesses, and organizations. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and objectives. Whether you need assistance with investments, loans, or financial planning, we are here to provide expert guidance and support. Trust Services Financial to help you navigate the complexities of the financial world and secure your financial future.

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.

Wealth Advisory Group LLC is a leading finance institution located at 1207 Troy-Schenectady Road in Latham, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Wealth Advisory Group LLC offers tailored solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

James L Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road in Latham, New York. With a focus on providing personalized financial solutions, James and his team offer a range of services to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus," which can be reviewed based on your location search to find the best match for your needs. By looking into their backgrounds, credentials, and experience, you can make an informed decision on who to work with.

Three Buckets Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. The team at Three Buckets Wealth Management is dedicated to helping families plan and achieve their financial dreams. They offer personalized strategies to empower individuals with confidence and control over their finances, whether the goal is retirement, investment growth, or leaving a legacy for loved ones. The team invites individuals to start their financial journey with a complimentary initial consultation to celebrate milestones and work towards turning dreams into realities. The institution prioritizes the financial well-being of each client's family and is committed to walking the path together. Ameriprise financial advisors are registered in certain U.S. states and provide an overview of financial planning concepts during the initial consultation. While Ameriprise Financial cannot guarantee future financial results, they are dedicated to helping clients achieve their goals. Clients can expect to hear from the team soon after a referral is made. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients.

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.

Raymond James Financial Services is a finance institution located at 132952 Troy-Schenectady Road in Latham, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is committed to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Raymond James Financial Services is dedicated to providing personalized solutions to meet your unique financial needs.

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.

Mike Macdonald: Primerica - Financial Services is a reputable finance and insurance agency located at 678 Troy-Schenectady Road in Latham, New York. With a strong focus on providing quality financial services, Mike Macdonald and his team offer a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, Primerica is dedicated to helping you secure your financial future. Visit their office today to learn more about the services they offer and how they can assist you in reaching your financial objectives.

Schenectady County Employees Credit Union is a financial institution located at 388 Broadway in Schenectady, New York. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and online banking. Our mission is to provide personalized and reliable financial solutions to help our members achieve their financial goals. Visit us today to learn more about how we can help you with your financial needs.

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.

The 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.

Morgan Stanley Financial Advisors is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. Our team of experienced advisors offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Morgan Stanley Financial Advisors is dedicated to helping our clients build and protect their wealth for the future.

Edward 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.

André Turman - Morgan Stanley Financial Advisor is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As a trusted financial advisor, André Turman provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, André Turman is dedicated to providing top-notch financial advice and investment strategies. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, André Turman - Morgan Stanley Financial Advisor is here to help you navigate the complexities of the financial world.

The 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.

BSNB Latham is a trusted financial institution located at 1202 Troy-Schenectady Road in Latham, New York. As a full-service bank, we provide a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to customer service and community involvement, BSNB Latham is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with BSNB.

Tim Ochs - State Farm Insurance Agent is a local insurance agency located at 1811 Curry Road in Schenectady, New York. Since 1998, Tim Ochs has been assisting customers with their Auto, Home, Life, and Small Business Insurance needs. With a strong commitment to the community, Tim has built relationships in the Capital District and throughout New York State. As a State Farm agent since 1984, Tim has a wealth of experience in the insurance industry, including roles as a claim associate, Re-inspector/Trainer, and Claim Superintendent. Tim's wife, Stacy, is also a State Farm agent, and together they have been serving the Albany area since 1990. The team at Tim Ochs - State Farm Insurance Agent is dedicated to providing exceptional service and helping customers navigate their insurance needs. Services offered include Auto Insurance, Home, Life, Health, Business, Retirement Planning, and Financial Products.

Nikki Stone - State Farm Insurance Agent is a dedicated insurance professional located at 1334 Union Street, Schenectady, New York, United States. With 4 years of experience, Nikki has honed her skills in insurance and financial services, and is committed to helping clients protect, grow, and transfer their wealth. Beyond her professional life, Nikki is a devoted family woman who finds inspiration in her loved ones. The institution's mission is to inspire people to take a proactive approach to their personal financial future, offering guidance on protection, growth, and creating legacies. The team at Nikki Stone - State Farm Insurance Agent helps customers with various insurance and financial services needs, including life insurance, annuities, and deposit products.

Muamba & Fuller Financial Group is a reputable insurance agency located at 167 Saratoga Road in Schenectady, New York, United States. With a team of experienced professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Muamba & Fuller Financial Group is dedicated to helping you find the right coverage at competitive rates. Their commitment to customer satisfaction and personalized service sets them apart from other agencies, making them a trusted choice for all your insurance needs.

Thrivent Financial, located at 3418 Carman Road in Schenectady, New York, is a finance and insurance agency that believes in providing every individual with a financial plan they can have confidence in. Their team of financial advisors is dedicated to understanding each client's unique situation and goals in order to create a personalized financial plan that prioritizes what matters most to them. Thrivent offers free virtual coaching through Money Canvas™ to help clients build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate the challenges and opportunities life presents. Thrivent is committed to giving back to the community and offers various generosity programs and charitable planning options for clients who are interested in making a positive impact. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Their mission is to help people make the most of all they've been given and live a more meaningful and generous life.

Christiaan Van Niekerk Law Offices is a reputable finance institution located at 146 Jay Street in Schenectady, New York, United States. Specializing in legal services related to finance, the experienced team at Christiaan Van Niekerk Law Offices is dedicated to providing expert advice and assistance to clients in need of financial guidance. With a focus on professionalism and integrity, clients can trust in the expertise and knowledge of the team at Christiaan Van Niekerk Law Offices to help navigate the complexities of the financial world.

James Trauring & Associates, LLC is a reputable law firm located at 705 Union Street in Schenectady, New York. Specializing in various legal matters, the experienced team of lawyers at this institution provides expert guidance and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, James Trauring & Associates, LLC is dedicated to providing high-quality legal services tailored to meet your specific needs. With a commitment to excellence and a track record of success, this law firm is a trusted resource for individuals seeking professional and reliable legal representation in the United States.

Matthew J. Simone, Esq. is a partner at the prestigious law firm of Gerstenzang, Sills, Cohn & Gerstenzang located at 210 Great Oaks Boulevard in Albany, New York. With a Bachelor's Degree in financial management from Binghamton University and a law degree from Albany Law School, Mr. Simone brings a wealth of knowledge and experience to his practice. During his time at Binghamton University, Mr. Simone excelled both academically and athletically, serving as captain of the baseball team in his senior year. He gained valuable experience interning at the Schenectady County Public Defender's Office and the Albany County District Attorney's Office during his time at law school.

Gordon, Tepper & DeCoursey, LLP is a prestigious law firm located at 113 Saratoga Road in Schenectady, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in need of representation. Specializing in various areas of law, including personal injury, family law, real estate, and more, they are committed to helping their clients navigate the legal system with expertise and compassion. Whether you are facing a complex legal issue or simply need legal advice, Gordon, Tepper & DeCoursey, LLP is here to help.

O Villano Law Firm is a reputable legal institution located at 650 Franklin Street in Schenectady, New York. Specializing in various areas of law, the firm is committed to providing high-quality legal services to clients in need of expert legal representation. With a team of experienced lawyers, O Villano Law Firm is dedicated to advocating for their clients' rights and achieving favorable outcomes in legal matters. Whether you are facing a criminal charge, dealing with a family law issue, or in need of estate planning services, O Villano Law Firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.

G Alexandra Verrigni PLLC is a reputable law firm based in Schenectady, New York, United States. Specializing in various legal areas, the firm offers expert legal services to clients in need of professional guidance and representation. With a focus on providing personalized and effective solutions, G Alexandra Verrigni PLLC is dedicated to serving the legal needs of individuals and businesses in the area. Whether you are facing a complex legal issue or simply need legal advice, the experienced team at G Alexandra Verrigni PLLC is here to help.