Best Financial Advisors in Albany County, NY

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List of Firms

Albany County, NY Fiduciary Financial Advisors

Wells Fargo Advisors

3 out of 5

Location 30 S Pearl St, Albany, NY 12207, USA
Phone (518) 447-8400
Merrill Lynch Wealth Management Advisor James Hart
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8325
David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4 Atrium Dr Ste 200, Albany, NY 12205, USA
Phone (518) 380-2020
College Aid Planning Associates Inc

3 out of 5

Location 4 Executive Park Dr #18, Albany, NY 12203, USA
Phone (518) 435-9042
Richard F White - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 427-5555
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1971 Western Ave Suite 5, Albany, NY 12203, USA
Phone (518) 608-5229
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1789 Western Ave, Albany, NY 12203, USA
Phone (518) 862-9755
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
John Walsh, III - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 445-1613
Empire Financial Associates LLC
Location 1881 Western Ave #160, Albany, NY 12203, USA
Phone (518) 456-5810
AllSquare Wealth Management, LLC
SEC File# 801-71675
CRD# 153591
Location 200 Great Oaks Blvd Suite 219, Albany, NY 12203, USA
Phone (518) 456-8900
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Commonwealth Financial Network
SEC File# 801-41541
CRD# 8032
Location 2 Executive Park Dr, Albany, NY 12203, USA
Phone (518) 438-2008
RBC Wealth Management Branch - Capital Region
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-1450
Independent Family Office LLC
SEC File# 801-74757
CRD# 144811
Location 123 Great Oaks Blvd, Albany, NY 12203, USA
Phone (518) 452-8050
Wells Fargo Advisors

3 out of 5

Location 4 Tower Pl, Albany, NY 12203, USA
Phone (518) 869-1680
Melissa Mirabile, CRPS - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 445-1614
Matt Sperazzo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5 Palisades Dr Ste 320, Albany, NY 12205, USA
Phone (518) 458-7200
Merrill Lynch Wealth Management Advisor George D Wolf
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8323
Merrill Lynch Wealth Management Advisor Michael C Swezey
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8304
Cadaret, Grant & Co., Inc.
SEC File# 801-42709
CRD# 10641
Location 125 Wolf Rd #118, Albany, NY 12205, USA
Phone (518) 689-0428
Jennifer Ludwig - RBC Wealth Management Financial Advisor
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-5086
The Hudson River Group - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 463-4111
Waddell & Reed, Inc. - Financial Advisors
Location 300 Great Oaks Blvd #325, Albany, NY 12203, USA
Phone (518) 452-5700
Edward Jones - Financial Advisor: Zachary A Grady
SEC File# 801-3297
CRD# 250
Location 360A Northern Blvd, Albany, NY 12204, USA
Phone (518) 433-7418
Edward Jones
SEC File# 801-3297
CRD# 250
Location 360A Northern Blvd, Albany, NY 12204, USA
Phone (518) 433-7418
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1721 Central Ave, Albany, NY 12205, USA
Phone (518) 869-9088
Generations Planning Group, LLC
SEC File# 801-69511
CRD# 125112

5 out of 5

Location 2022 Western Ave. (2nd Fl. West) Albany NY 12203, Albany, NY 12203, USA
Phone (518) 387-3100
Merrill Lynch Wealth Management Advisor Michael Wheeler
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8305
Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
Location 7 Southwoods Blvd Suite 200, Albany, NY 12211, USA
Phone (518) 426-8227
Alissa Quinn - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 447-3913
Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Wolf Rd Fl 1, Albany, NY 12205, USA
Phone (518) 459-5500
Bradley E Whisher Co
Location 125 Wolf Rd # 224, Albany, NY 12205, USA
Phone (518) 464-6701
Ameriprise Financial
Location 125 Wolf Rd, Albany, NY 12205, USA
Phone (518) 459-5500
Robert E. Lane, CPWA - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 445-1615
Bell Financial

5 out of 5

Location 2 Pine West Plaza #203, Albany, NY 12205, USA
Phone (518) 434-7411
Michael Lanuto - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 4 Atrium Dr Ste 200, Albany, NY 12205, USA
Phone (518) 949-2039
Michael Ryan - Raymond James
SEC File# 801-110817
CRD# 288654
Location 187 Wolf Rd, Albany, NY 12205, USA
Phone (518) 689-0773
435 Financial
SEC File# 801-72060
CRD# 155216

5 out of 5

Location 840 Kenwood Ave, Slingerlands, NY 12159, USA
Phone (518) 599-5757
Arista Wealth Advisors
SEC File# 801-46380
CRD# 107763

5 out of 5

Location 255 Washington Ave Ext #104, Albany, NY 12205, USA
Phone (518) 452-3805
Peter Bazanos - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5 Palisades Dr Ste 320, Albany, NY 12205, USA
Phone (518) 458-7200
Albany Financial Group-----AJ Amato Wealth Team
Location 80 Wolf Rd Suite 302, Albany, NY 12205, USA
Phone (518) 479-4600
Pioneer Wealth Management

5 out of 5

Location 652 Albany Shaker Rd, Albany, NY 12211, USA
Phone (518) 730-3140
Edward Jones
SEC File# 801-3297
CRD# 250
Location 125 Wolf Rd Ste 505, Albany, NY 12205, USA
Phone (518) 459-2271
Fidelity Investments

3 out of 5

Location 59 Wolf Rd, Albany, NY 12205, USA
Phone (800) 482-0156
Purshe Kaplan Sterling Investments
SEC File# 801-62147
CRD# 125648
Location 80 State St, Albany, NY 12207, USA
Phone (518) 436-3536
James Whalen III - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 427-5556
Raymond James Financial Services
Location 100 Great Oaks Blvd #111, Albany, NY 12203, USA
Phone (518) 869-0300
Graypoint LLC
SEC File# 801-64417
CRD# 135950
Location 4 Tower Pl #1001, Albany, NY 12203, USA
Phone (518) 641-6860
Robert W Baird & Co
Location 54 NY-5, Albany, NY 12207, USA
Phone (518) 447-5700
Pleasant Street Wealth Advisors

1 out of 5

Location 18 Corporate Woods Blvd, Albany, NY 12211, USA
Phone (978) 758-1604
Northeast Wealth Management
SEC File# 801-10429
CRD# 110946

5 out of 5

Location 4 Executive Park Dr, Albany, NY 12203, USA
Phone (518) 435-9043
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About Albany County, NY

Albany County is a county located in the U.S. state of New York. It contains the city of Albany, the state capital. As of the 2010 census, the population was 304,204. The county seat is Albany. Some of Albany County's landmarks include the Empire State Plaza, Times Union Center, Pruyn House, and the New York State Museum. Some of its top employers are SUNY Albany, the state government, and Albany Medical Center. Major highways and streets include I-90 and US-20. Its neighborhoods include Delaware Avenue, Pine Hills, and Arbor Hill/West Hill.

Where Certified Financial Advisors in Albany County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Albany County, NY have a number of banking options available to them. Banks offer a variety of services, from checking and savings accounts to loans and mortgages. Residents can also take advantage of online banking services, which allow them to conduct transactions from their computer or mobile device. Choosing the right bank is important, as it can impact the quality of life for residents in Albany County.

Insurance Broker

Residents of Albany County, NY have a number of options when it comes to choosing insurance brokers. Some residents may choose to work with a broker who specializes in auto, home, or health insurance. Others may decide to work with a broker who provides all three types of coverage. No matter what type of broker you choose, it is important to find one who is licensed and insured.

Retirement Planning

Most people in Albany County, NY don't realize that they need to start planning for retirement early on in their careers. Financial advisors can help residents create a plan that will allow them to retire with enough money to support themselves. Advisors can also help residents save money by recommending specific investments and strategies.

Wealth Management

Wealth management is an important service that can help Albany County, NY residents protect their finances and grow their wealth. By working with a wealth manager, you can get access to a variety of services and advice that can help you make the most of your money. Some of the services and advice that a wealth manager can provide include investment planning, retirement planning, tax planning, and more.

Estate Planning Lawyer

Estate planning lawyers can help Albany County, NY residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up powers of attorney and healthcare directives, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help Albany County, NY residents by providing them with the best mortgage rates and products available. By shopping around for the best rate and product, residents can save money on their mortgage and ensure that they are getting the best possible deal. Loan officers can also provide advice on refinancing, home buying, and other aspects of mortgages.

Tax Services

Tax accountants can help Albany County, NY residents save money on their taxes. They can help residents file their tax returns accurately and on time. Tax accountants can also help residents find tax breaks and deductions that they may be eligible for.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Albany County, NY