Best Financial Advisors in Schenectady County, NY

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Schenectady County, NY Fiduciary Financial Advisors

Next Financial Group
SEC File# 801-56786
CRD# 46214
Location 650 Franklin St # 304, Schenectady, NY 12305, USA
Phone (518) 372-5500
Greg Mengel - Thrivent
Location 3418 Carman Rd, Schenectady, NY 12303, USA
Phone (518) 453-3500
Del-Sette Capital Management LLC
SEC File# 801-79849
CRD# 159052

4 out of 5

Location 1332 Union St, Schenectady, NY 12308, USA
Phone (518) 793-3851
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About Schenectady County, NY

The city of Schenectady is the county seat of Schenectady County, NY. It is located on the Mohawk River and is part of the Albany-Schenectady-Troy metropolitan area. Some of the landmarks in Schenectady include the Union College campus, Proctor's Theater, and Mont Pleasant. The top employers in Schenectady County are General Electric, Union College, and Ellis Hospital. Major highways and streets in Schenectady include I-890, NYS Route 5, and NYS Route 7. The neighborhoods in Schenectady include Hamilton Hill, Vale Park, and Mont Pleasant.

Where Certified Financial Advisors in Schenectady County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Schenectady County, NY have a wide variety of banking services to choose from. Each bank offers its own unique set of products and services, which can make it difficult for consumers to decide which institution is best suited for their needs. This guide will provide an overview of the most common services offered by banks in the area, as well as some tips on how to select the right one.

Insurance Broker

Residents of Schenectady County, NY can rely on insurance brokers to help them find the best rates and coverage for their needs. Insurance brokers have access to a variety of plans and policies from a variety of providers, so they can help residents find the right plan at the right price. Additionally, insurance brokers are experts on insurance law and can help residents understand their rights and responsibilities under different policies.

Retirement Planning

Financial advisors can help Schenectady County, NY residents with retirement planning in a number of ways. For example, they can provide advice on how to save for retirement, what investments to make, and when to start withdrawing money from retirement accounts. Financial advisors can also help retirees stay on budget by creating a plan that factors in expected expenses such as healthcare costs and travel. In addition, many financial advisors offer services such as estate planning and tax preparation, which are important for retirees.

Wealth Management

Schenectady County, NY is a county located in the U.S. state of New York. The county seat is Schenectady. As of the 2010 census, the population was 154,727.[1] The county was created in 1809 and named for the city of Schenectady. Wealth management can help residents save money on taxes and invest money to create more wealth. Wealth management services can include budgeting, tax planning, investment advice, retirement planning and more. A good wealth manager can help residents make sound financial decisions that will benefit them now and in the future.

Estate Planning Lawyer

Estate planning lawyers in Schenectady County, NY can help residents protect their assets and ensure that their loved ones are taken care of after they die. Estate planning is the process of creating a plan for the management and distribution of your property after you die. This includes everything from your home and savings to your car and jewelry. If you don't have an estate plan in place, state law will dictate how your property is divided up after you die. This may not be what you want, and it could lead to a lot of stress and conflict for your loved ones. An estate planning lawyer can help you create a plan that meets your specific needs and goals. They can also advise you on the best way to protect your assets from taxes and creditors.

Mortgage Loan Officer

Mortgage loan officers in Schenectady County, NY can help residents by providing them with the best mortgage products and services available. By working with a qualified mortgage loan officer, residents can get the right home financing for their needs and be sure that they are getting the best possible deal.

Tax Services

Tax accountants can help Schenectady County, NY residents by filing their taxes and helping them understand the tax code. They can also help residents find deductions and credits that they may be eligible for. Tax accountants can also help businesses in Schenectady County file their taxes and understand the tax code.


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