Best Financial Advisors in Cohoes, NY

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Cohoes, NY Fiduciary Financial Advisors

Merrill Lynch Wealth Management Advisor Chris Welfley
Location 26 Century Hill Dr, Latham, NY 12110, USA
Phone (518) 782-4045
AIFG Capital Consultants
Location 1044 Loudon Rd, Cohoes, NY 12047, USA
Phone (518) 786-8235
Merrill Lynch Wealth Management Advisor Becky M Sciortino
Location 26 Century Hill Dr, Latham, NY 12110, USA
Phone (518) 782-4080
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
Goldman Sachs Ayco Personal Financial Management
SEC File# 801-48238
CRD# 106693
Location 100 Coliseum Dr, Cohoes, NY 12047, USA
Phone (518) 886-4000
CSB Financial Services
Location 244 N Mohawk St, Cohoes, NY 12047, USA
Phone (518) 233-3000
Next Financial
SEC File# 801-56786
CRD# 46214
Location 7 Mohawk St, Cohoes, NY 12047, USA
Phone (518) 233-1422
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
Charter Oak Financial - Latham
Location 24 Century Hill Dr #105, Latham, NY 12110, USA
Phone (518) 220-3000
Capital Closing Co LLC

3 out of 5

Location 621 Columbia St Ext # 3, Cohoes, NY 12047, USA
Phone (518) 783-1005
Chris Mrs. Consulting and Financial Services
Location 23 Riverwalk Way, Cohoes, NY 12047, USA
Phone (518) 288-5835
Equity Group-NY Division
Location 18 New Courtland St St, Cohoes, NY 12047, USA
Phone (518) 237-1618
William Tell Financial Services
Location 560 Boght Rd, Cohoes, NY 12047, USA
Phone (518) 786-5620
Gardner Business Services
Location 244 Ontario St, Cohoes, NY 12047, USA
Phone (518) 348-8444
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About Cohoes, NY

Cohoes, New York is located in Albany County and is home to approximately 16,000 people. The City of Cohoes was incorporated in 1823 and was named for the Mohawk word for "falls," which is Cohoes. Major landmarks in Cohoes include the Cohoes Falls, the Hudson River, and the Saratoga-Lake George Railroad Bridge. The top employers in Cohoes are Momentive Performance Materials, Alcoa, and Saint-Gobain. Major highways and streets in Cohoes include NY Route 9, NY Route 32, and NY Route 7. The neighborhoods in Cohoes include the Downtown District, West Hill, and Lansingburgh.

Where Certified Financial Advisors in Cohoes, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Cohoes, NY residents have a variety of services to choose from when it comes to their banking needs. Banks can provide a variety of products and services, such as checking and savings accounts, loans, mortgages, and credit cards. They can also offer online banking and bill pay options, which make it easy for customers to manage their finances from anywhere. In addition, banks often have ATMs located in convenient locations throughout the city.

Insurance Broker

Cohoes, NY residents can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and navigate the complex world of insurance. Residents should contact an insurance broker today to get started on finding the right coverage for their needs.

Retirement Planning

Most people in Cohoes, NY don't have access to retirement planning services, which can leave them feeling unprepared when it comes time to retire. Financial advisors can help by providing guidance on how much money needs to be saved and what investments to make. They can also help retirees adjust their spending habits to make the most of their retirement income.

Wealth Management

Cohoes, NY is a city that is seeing an increase in its wealth management services sector. Wealth management can help Cohoes residents protect their money and plan for their future. There are a number of different services that fall under the wealth management umbrella, so it's important to find a firm that offers the right services for your needs. When choosing a wealth management firm, be sure to ask about their experience and qualifications, as well as their fees.

Estate Planning Lawyer

If you live in Cohoes, NY and you have an estate plan, you're ahead of the game. But even if you don't have a plan yet, an estate planning lawyer can help get you started. Estate planning lawyers can help Cohoes, NY residents with a variety of tasks, including creating wills and trusts, setting up powers of attorney and health care proxies, and more. They can also help residents navigate the complex tax laws that apply to estates. If you're unsure about what type of estate plan is right for you, or if you have other questions about estate planning, contact an estate planning lawyer today. They'll be happy to help.

Mortgage Loan Officer

Mortgage loan officers can help Cohoes, NY residents in a variety of ways. Some of the ways they can help are by providing advice on what type of mortgage is best for them, explaining the different types of mortgages available, and helping them to understand the terms and conditions of the mortgages. They can also assist with the application process and provide guidance on how to improve their credit score. In addition, mortgage loan officers can work with borrowers to find solutions if they are unable to make their monthly payments.

Tax Services

Residents of Cohoes, NY can benefit from the help of a tax accountant in order to ensure they are getting the most out of their tax return. A tax accountant can help residents find deductions and credits that they may not have otherwise known about, which can result in a larger refund or a lower taxable income. In addition, a tax accountant can help residents stay up-to-date on changes to the tax code that could impact their return. Residents of Cohoes who are looking for assistance in filing their taxes should consider contacting a local tax accountant.


FAQs About Personal Financial Advisors in Cohoes, NY