Best Financial Advisors in Cohoes, NY

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Cohoes, NY Fiduciary Financial Advisors

SEC File# 801-48238
CRD# 106693
Location 100 Coliseum Dr, Cohoes, NY 12047, USA
Phone (518) 886-4000
Directions
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Merrill Lynch Wealth Management Advisor Chris Welfley
Location 26 Century Hill Dr, Latham, NY 12110, USA
Phone (518) 782-4045
Directions
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AIFG Capital Consultants
Location 1044 Loudon Rd, Cohoes, NY 12047, USA
Phone (518) 786-8235
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Wilson Stark & Basila
SEC File# 801-69970
CRD# 145706
5 out of 5
Location 132 Mohawk St, Cohoes, NY 12047, USA
Phone (518) 237-3641
Directions
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Chris Mrs. Consulting and Financial Services
Location 23 Riverwalk Way, Cohoes, NY 12047, USA
Phone (518) 288-5835
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Merrill Lynch Wealth Management Advisor Becky M Sciortino
Location 26 Century Hill Dr, Latham, NY 12110, USA
Phone (518) 782-4080
Directions
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Christopher Bonitatibus - TIAA Wealth Management Advisor
SEC File# 801-63550
CRD# 20472
Location 30 Century Hill Dr Suite 300, Latham, NY 12110, USA
Phone (866) 842-2046
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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CSB Financial Services
Location 244 N Mohawk St, Cohoes, NY 12047, USA
Phone (518) 233-3000
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Equity Group-NY Division
Location 18 New Courtland St St, Cohoes, NY 12047, USA
Phone (518) 237-1618
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Next Financial
SEC File# 801-56786
CRD# 46214
Location 7 Mohawk St, Cohoes, NY 12047, USA
Phone (518) 233-1422
Directions
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Charter Oak Financial - Latham
Location 24 Century Hill Dr #105, Latham, NY 12110, USA
Phone (518) 220-3000
Directions
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Capital Closing Co LLC
3 out of 5
Location 621 Columbia St Ext # 3, Cohoes, NY 12047, USA
Phone (518) 783-1005
Directions
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William Tell Financial Services
Location 560 Boght Rd, Cohoes, NY 12047, USA
Phone (518) 786-5620
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Gardner Business Services
Location 244 Ontario St, Cohoes, NY 12047, USA
Phone (518) 348-8444
Directions
Financial Advisors in Cohoes, NY

Where Certified Financial Advisors in Cohoes, NY Serve

Cohoes, NY is a city full of history and charm. Its most notable landmark is the Cohoes Falls, a stunning waterfall that cascades down over 90 feet. The city is also home to the historic Harmony Mills, a former textile factory that has been transformed into luxury apartments. Top employers in Cohoes include Mohawk Fine Papers, a leading manufacturer of premium paper products, and the Cohoes City School District. Major highways that run through Cohoes include Interstate 787 and Route 32, providing easy access to Albany and Troy. The city is also home to several bustling streets, including Remsen Street and Ontario Street, which are lined with shops, restaurants, and other businesses. Cohoes is divided into several distinct neighborhoods, each with its own unique character. These include the historic downtown area, known for its quaint shops and restaurants, as well as the Cohoes Hill neighborhood, which offers stunning views of the surrounding area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cohoes, NY could greatly benefit from the guidance of a financial advisor in a number of ways. For example, a financial advisor could help them navigate the unique challenges of living in a small city with a diverse population and a mix of urban and suburban areas. They could advise on how to save for retirement, plan for unexpected expenses, and invest wisely in the local economy. Additionally, a financial advisor could help residents understand the tax implications of living in Cohoes, which has a relatively high property tax rate compared to other cities in the region. With the help of a financial advisor, residents of Cohoes could achieve their financial goals and build a more secure future for themselves and their families.

Insurance Broker

Residents of Cohoes, NY can greatly benefit from the services of an insurance broker. With its location in the heart of the Mohawk Valley, Cohoes is prone to severe weather conditions, including heavy snowfall and flooding. An insurance broker can help residents find the right coverage for their homes and belongings to protect them from these potential disasters. Additionally, with a population that includes many small business owners, an insurance broker can assist in finding the right policies to protect their businesses and employees. With the help of an insurance broker, residents of Cohoes can have peace of mind knowing they are properly covered in case of unexpected events.

Retirement Planning

Residents of Cohoes, NY can benefit greatly from the expertise of a retirement planner. With a population of just over 16,000, many residents may not have the knowledge or resources to effectively plan for their retirement. A retirement planner can provide guidance on how to save for retirement, create a budget, and invest wisely. Additionally, with the cost of living in Cohoes being higher than the national average, a retirement planner can help residents navigate the unique financial challenges of the area. Whether it's creating a retirement plan from scratch or adjusting an existing plan, a retirement planner can provide peace of mind and help residents achieve their financial goals.

Wealth Management

Residents of Cohoes, NY could greatly benefit from the services of a wealth manager. With a population of just over 16,000 people, Cohoes is a small city that is home to many hardworking individuals and families. A wealth manager could assist these residents in a variety of ways, such as creating a personalized financial plan, managing investments, and providing guidance on retirement planning. Additionally, with the recent revitalization of the downtown area and the growth of new businesses, a wealth manager could help residents navigate the changing economic landscape of the city and make informed financial decisions. Overall, a wealth manager could provide valuable support and expertise to the residents of Cohoes, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Cohoes, NY can benefit greatly from the services of a mortgage loan officer. A mortgage loan officer can help residents of Cohoes, NY secure financing for a new home or refinance their current mortgage. With the median home value in Cohoes being $147,000, a mortgage loan officer can assist residents in finding the best loan options to fit their budget and financial goals. Additionally, since Cohoes is a small city with a population of just over 16,000, a mortgage loan officer can provide personalized and tailored services to meet the unique needs of residents. Whether it's navigating the complex mortgage process or finding the best interest rates, a mortgage loan officer can provide valuable support and guidance to residents of Cohoes, NY.

Tax Services

Residents of Cohoes, NY could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that apply to their specific situation, such as deductions for homeownership or education expenses. Additionally, a tax advisor could help residents plan for future tax liabilities and take advantage of tax-saving opportunities. One specific challenge that Cohoes residents may face is the high property taxes in the area, which can be a significant burden for homeowners. A tax advisor could help residents understand their options for reducing their property tax bill and maximizing their deductions. Overall, a tax advisor can provide valuable guidance and support to help Cohoes residents make informed financial decisions and minimize their tax burden.

Estate Planning Lawyer

Residents of Cohoes, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Cohoes, NY to create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Cohoes, NY, where the population is aging, and many residents have significant assets tied up in real estate and other investments. Secondly, an estate planning lawyer can help residents of Cohoes, NY to minimize the tax implications of their estate plan, ensuring that their heirs receive the maximum amount of their estate. Finally, an estate planning lawyer can help residents of Cohoes, NY to create a living will and power of attorney, which can provide peace of mind in case of incapacitation or unexpected medical emergencies.

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