Best Financial Advisors in Schenectady, NY

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List of Firms

Schenectady, NY Fiduciary Financial Advisors

Next Financial Group
SEC File# 801-56786
CRD# 46214
Location 1473 Erie Blvd Suite 202, Schenectady, NY 12305, USA
Phone (518) 372-5500
Prex Capital Partner LLC
Location 17 Fern Ave, Schenectady, NY 12306, USA
Phone (518) 355-5340
Cornerstone Financial Advisors
Location 29 Dorothy Ln, Schenectady, NY 12302, USA
Phone (518) 280-3163
Ward Global Enterprises, LLC
Location 2320 Nott St E #9126, Schenectady, NY 12309, USA
Phone (866) 605-4919
Greg Mengel - Thrivent
Location 3418 Carman Rd, Schenectady, NY 12303, USA
Phone (518) 453-3500
Capital Bank
SEC File# 801-114364
CRD# 298422
4 out of 5
Location 2 Rush St, Schenectady, NY 12305, USA
Phone (518) 579-2478
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Raymond James
Location 120 Erie Blvd # 1, Schenectady, NY 12305, USA
Phone (518) 370-7269
5 out of 5
Location 3701 State St, Schenectady, NY 12304, USA
Phone (518) 346-4000
Trustco Bank
3 out of 5
Location 1048 State St, Schenectady, NY 12307, USA
Phone (518) 346-4295
Ertel Daniel C CPA
Location 2310 Nott St E, Niskayuna, NY 12309, USA
Phone (518) 346-4011
Financial Advisors in Schenectady, NY

Where Certified Financial Advisors in Schenectady, NY Serve

Schenectady, NY is a city located in eastern New York state, known for its rich history and diverse culture. The city is home to several landmarks, including the historic Proctor's Theatre, the Schenectady County Historical Society, and the Stockade Historic District. Schenectady is also home to a variety of top employers, including General Electric, Price Chopper Supermarkets, and Ellis Hospital. Major highways in the area include Interstate 890 and the New York State Thruway, while notable streets include State Street and Erie Boulevard. Schenectady is comprised of several neighborhoods, including the Stockade, Mont Pleasant, and Bellevue. With its unique blend of history, culture, and industry, Schenectady offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Schenectady, NY can benefit greatly from the guidance of a financial advisor in a variety of ways. With a median household income of $48,000, many families may struggle to manage their finances effectively. A financial advisor can provide personalized advice on budgeting, saving, and investing to help residents reach their financial goals. Additionally, Schenectady has a rich history of manufacturing and industry, which can create unique financial challenges for those employed in these fields. A financial advisor can help navigate the complexities of employer benefits, retirement planning, and investment strategies specific to these industries. Overall, a financial advisor can provide invaluable support and expertise to help residents of Schenectady achieve financial stability and success.

Insurance Broker

Residents of Schenectady, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can assist Schenectady residents is by helping them navigate the complex world of healthcare insurance. With several hospitals and medical centers in the area, having the right insurance coverage is crucial for residents to receive the care they need without breaking the bank. An insurance broker can help residents compare and select the best healthcare insurance plans available to them, taking into account their unique needs and budget. Additionally, with extreme weather conditions like snowstorms and floods being a common occurrence in Schenectady, an insurance broker can also help residents find the right insurance coverage to protect their homes and belongings from damage caused by these natural disasters.

Retirement Planning

Residents of Schenectady, NY can greatly benefit from the services of a retirement planner. With its aging population and changing economic landscape, Schenectady presents unique challenges for those looking to retire comfortably. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, ensuring they receive the maximum amount of financial support available. Additionally, a retirement planner can help residents develop a personalized retirement plan that takes into account their specific needs and goals, whether that be traveling, starting a new business, or simply enjoying a comfortable retirement. With the help of a retirement planner, residents of Schenectady can feel confident and secure in their retirement years.

Wealth Management

Residents of Schenectady, NY could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help them create a solid investment plan that takes into account their unique financial situation and goals. They could also provide advice on tax planning strategies that could help residents save money on their taxes. Additionally, a wealth manager could assist with estate planning, helping residents ensure that their assets are distributed according to their wishes after they pass away. In Schenectady, NY, where there is a high cost of living and a diverse population, a wealth manager could provide valuable guidance and support to help residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Schenectady, NY can benefit greatly from the expertise of a mortgage loan officer. With the city's diverse population and varying income levels, a loan officer can help guide residents through the home buying process and find a mortgage that fits their unique financial situation. Additionally, Schenectady has a rich history of architecture and many older homes, which can present unique challenges when it comes to securing a mortgage. A loan officer can help residents navigate these challenges and find the right loan for their specific needs. Whether it's a first-time homebuyer or someone looking to refinance, a mortgage loan officer can provide valuable guidance and support throughout the entire process.

Tax Services

Residents of Schenectady, NY can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations in the state. Schenectady, NY is home to a diverse population, including many small business owners and self-employed individuals, who may require assistance with tax planning, filing tax returns, and minimizing tax liabilities. Additionally, residents may need help with estate planning, retirement planning, and investment strategies to ensure that they are maximizing their tax savings and minimizing their tax burden. A tax advisor can provide personalized advice and recommendations that are tailored to the unique needs and goals of each individual, helping them to achieve financial stability and security.

Estate Planning Lawyer

Residents of Schenectady, NY can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families create comprehensive plans for the distribution of their assets after they pass away. This can include drafting wills, trusts, and other documents that ensure their wishes are carried out and their loved ones are provided for. In Schenectady, where the population is aging and the cost of living is rising, estate planning is particularly important. An estate planning lawyer can help residents navigate complex laws and regulations, minimize taxes, and protect their assets from creditors and other threats. They can also provide guidance on long-term care planning, healthcare directives, and other issues that may arise as people age. By working with an estate planning lawyer, residents of Schenectady can achieve peace of mind knowing that their affairs are in order and their loved ones are taken care of.

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FAQs About Personal Financial Advisors in Schenectady, NY