Best Financial Advisors in Columbia County, NY

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Columbia County, NY Fiduciary Financial Advisors

Integrative Wealth LLC ~ Connecting Values to Finance

5 out of 5

Location 441 E Allen St #313, Hudson, NY 12534, USA
Phone (518) 220-4233
AXA Advisors, Ed Zaik
Location 66 Schmidt Rd, Ghent, NY 12075, USA
Phone (518) 392-2407
Mark De Celle - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Maple Ave STE 6, Great Barrington, MA 01230, USA
Phone (413) 644-3270
Bucci a M
Location 502 Union St, Hudson, NY 12534, USA
Phone (518) 828-1565
Sherry L De Celle - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 38 Mahaiwe St Ste 2, Great Barrington, MA 01230, USA
Phone (413) 717-4147
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
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About Columbia County, NY

Columbia County, NY is located in the eastern part of the state, just north of the capital city of Albany. The county has a population of over 161,000 and covers an area of over 1,000 square miles. The largest city in Columbia County is Hudson, with a population of over 30,000. Other major cities include Kinderhook, Chatham, and Valatie. The county is home to a number of popular landmarks, including the Franklin D. Roosevelt Presidential Library and Home National Historic Site, Olana State Historic Site, and the HughLow House. Major employers in Columbia County include IBM, General Electric, and PepsiCo. The county is served by a number of major highways and streets, including Interstate 90, New York State Route 9G, and New York State Route 23. The neighborhoods in Columbia County are varied and include rural areas, suburban neighborhoods, and urban areas.

Where Certified Financial Advisors in Columbia County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in the business of providing a variety of financial services to their customers. In Columbia County, NY, there are a number of different banks which offer a range of products and services to meet the needs of residents. Some banks focus on consumer banking, while others specialize in mortgage lending or commercial lending. There are also a few credit unions which serve the community. Residents can use the services of any bank or credit union to conduct transactions such as depositing and withdrawing money, writing checks, cashing checks, and applying for loans. In addition, many banks offer other services such as online banking, bill payment, and mobile banking.

Insurance Broker

Residents of Columbia County, NY 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 of Columbia County, NY should consider using the services of an insurance broker to get the best rates and coverage for their needs.

Retirement Planning

Financial advisors can help Columbia County, NY residents with retirement planning in a variety of ways. They can provide guidance on how to save for retirement, what investments to make, and when to start withdrawing money. Advisors can also help retirees manage their income and expenses in order to live comfortably during retirement.

Wealth Management

Residents of Columbia County, NY have access to a wealth management program that can help them grow their money and protect it from taxes.The program offers residents the chance to invest in stocks, bonds, and mutual funds, and to take advantage of tax breaks that are available only to those who live in the county.The program also offers residents the chance to work with a financial planner who can help them make the most of their money.

Estate Planning Lawyer

Estate planning lawyers can help Columbia County, NY residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help you make sure your property is distributed according to your wishes. They can also assist with estate tax planning and provide guidance on how to reduce the taxes your estate will have to pay after you die.

Mortgage Loan Officer

Mortgage loan officers in Columbia County, NY can help residents with a wide variety of needs. Residents can rely on mortgage loan officers to provide expert advice on the best type of mortgage for their needs, as well as help them through the application process. Mortgage loan officers can also assist residents who are having difficulty making their payments, by working out a payment plan that meets their budget.

Tax Services

Tax accountants can help Columbia County, NY residents by providing them with advice on how to reduce their tax liability. They can also help taxpayers file their tax returns and claim any tax credits or deductions that they are entitled to. In addition, tax accountants can help businesses in Columbia County, NY with their bookkeeping and accounting needs.

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FAQs About Personal Financial Advisors in Columbia County, NY