Best Financial Advisors in Rensselaer County, NY

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Rensselaer County, NY Fiduciary Financial Advisors

SEC File# 801-67370
CRD# 36026
1 out of 5
Location 1 Empire Dr, Rensselaer, NY 12144, USA
Phone (800) 388-1963
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Jennifer George - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1654 Columbia Turnpike, Castleton, NY 12033, USA
Phone (518) 479-0522
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Edward Jones - Financial Advisor: Zachary A Grady
Location 360A Northern Blvd, Albany, NY 12204, USA
Phone (518) 433-7418
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 105 Jordan Rd Suite 6, Troy, NY 12180, USA
Phone (518) 674-3061
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
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Merrill Lynch Wealth Management
3 out of 5
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8300
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Merrill Lynch Wealth Management Advisor Zachary P Haggas
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8306
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Edward Jones - Financial Advisor: Christopher D Ikeda-Wood
Location 316 Delaware Ave Suite 13, Delmar, NY 12054, USA
Phone (518) 475-7642
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Godfrey Financial Associates, Inc.
SEC File# 801-78531
CRD# 126189
Location 797 Rte 9W, Glenmont, NY 12077, USA
Phone (518) 767-2574
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Center Square Management
5 out of 5
Location 1651 Columbia Turnpike, Castleton-On-Hudson, NY 12033, USA
Phone (518) 477-5468
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Reo Financial Services
5 out of 5
Location 4 Forest Hills Blvd, Rensselaer, NY 12144, USA
Phone (518) 283-1722
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Financial Advisors in Rensselaer County, NY

Where Certified Financial Advisors in Rensselaer County, NY Serve

Rensselaer County, located in upstate New York, boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Troy Savings Bank Music Hall to the sprawling Rensselaer Technology Park, the county is teeming with cultural and economic opportunities. Major employers include Regeneron Pharmaceuticals, Rensselaer Polytechnic Institute, and St. Peter's Health Partners. The county is crisscrossed by several major highways, including Interstate 90 and US Route 4, as well as the scenic Route 7. Neighborhoods range from the charming Victorian homes of Troy's Washington Park district to the suburban sprawl of East Greenbush. Whether you're a history buff, a science enthusiast, or a nature lover, Rensselaer County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rensselaer County, NY can greatly benefit from the guidance and expertise of a financial advisor. With a population of over 160,000 people, Rensselaer County is home to a diverse range of individuals and families with unique financial needs and goals. A financial advisor can provide personalized advice on topics such as retirement planning, investment strategies, and debt management. They can also offer guidance on navigating the local economy, which includes major employers such as Rensselaer Polytechnic Institute and the New York State Department of Health. By working with a financial advisor, residents of Rensselaer County can gain the knowledge and tools they need to make informed decisions about their finances and achieve their long-term financial goals.

Insurance Broker

Residents of Rensselaer County, NY can benefit from the services of an insurance broker in a number of ways. One of the most common ways is by helping them navigate the complex world of insurance policies and finding the best coverage at the most affordable rates. With so many options available, it can be overwhelming for residents to know which policies are right for their specific needs. An insurance broker can provide personalized advice and guidance, taking into account the unique factors that affect insurance in Rensselaer County, such as the high risk of flooding in certain areas. By working with an insurance broker, residents can have peace of mind knowing they are protected in the event of unexpected events, such as natural disasters or accidents.

Retirement Planning

Residents of Rensselaer County, NY can benefit greatly from the services of a retirement planner. With the county's population aging rapidly, a retirement planner can help individuals navigate the complex landscape of retirement planning and ensure that they are financially prepared for their golden years. They can assist with creating a personalized retirement plan that takes into account specific factors such as the cost of living in Rensselaer County, which is slightly higher than the national average. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and long-term care options, all of which are important considerations for residents of Rensselaer County looking to secure their financial future.

Wealth Management

Residents of Rensselaer County, NY can greatly benefit from the services of a wealth manager. With the county's diverse population and industries, a wealth manager can provide tailored financial advice and investment strategies to help individuals and families achieve their financial goals. Specifically, with Rensselaer County being home to several prestigious universities, a wealth manager can assist with college planning and funding options. Additionally, the county's proximity to major metropolitan areas such as New York City and Boston can present unique tax planning opportunities that a wealth manager can navigate for their clients. Overall, a wealth manager can provide peace of mind and financial security to Rensselaer County residents, allowing them to focus on enjoying all that the county has to offer.

Mortgage Loan Officer

Residents of Rensselaer County, NY would greatly benefit from the services of a mortgage loan officer. One specific way a mortgage loan officer can help is by providing guidance on the various housing programs available in the county. Rensselaer County offers several programs such as the Homebuyer Assistance Program and the Housing Rehabilitation Program, which aim to assist residents in purchasing or renovating a home. A mortgage loan officer can help residents navigate the application process and find the program that best fits their needs. Additionally, they can provide personalized advice on mortgage options and assist in securing financing for a home purchase or renovation. With the help of a mortgage loan officer, residents of Rensselaer County can achieve their dream of homeownership and improve their quality of life.

Tax Services

Residents of Rensselaer County, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax planning and preparation. Rensselaer County residents may have unique tax situations, such as owning property in multiple states or being self-employed, that require specialized knowledge. A tax advisor can help navigate these complexities and ensure that residents are maximizing their deductions and minimizing their tax liability. Additionally, Rensselaer County has a high property tax rate compared to other counties in New York State, and a tax advisor can provide strategies for managing these expenses. By working with a tax advisor, residents of Rensselaer County can feel confident that they are making informed decisions about their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Rensselaer County, NY can benefit greatly from the services of an estate planning lawyer. Whether it's creating a will, establishing a trust, or designating beneficiaries, an estate planning lawyer can help ensure that residents' assets are distributed according to their wishes. In Rensselaer County specifically, an estate planning lawyer can also assist with planning for the high cost of long-term care, which can be a significant concern for elderly residents. Additionally, for those with family farms or businesses in the area, an estate planning lawyer can help with succession planning to ensure that these valuable assets are passed down to future generations. Overall, an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out after they pass away.

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