Best Financial Advisors in Scotia, NY

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Scotia, NY Fiduciary Financial Advisors

Raymond James
SEC File# 801-72137
CRD# 25853
Location 120 Erie Blvd # 1, Schenectady, NY 12305, USA
Phone (518) 370-7269
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Capital Financial Services, LLC.
4 out of 5
Location 133 Saratoga Rd, Schenectady, NY 12302, USA
Phone (518) 399-3903
Capital Growth & Shelter Inc
Location 2 Witbeck Dr, Scotia, NY 12302, USA
Phone (518) 399-3372
Empire State Asset Management
5 out of 5
Location 2341 Nott St E Suit 204, Niskayuna, NY 12309, USA
Phone (518) 384-1779
PlanMember Securities Corporation
SEC File# 801-39177
CRD# 11869
Location 1574 Union St, Schenectady, NY 12309, USA
Phone (518) 372-6996
The Atrium Financial Group
Location 1 Northwestern Blvd, Albany, NY 12211, USA
Phone (518) 977-4377
Allstate Personal Financial Representative: Roger Greenwood
Location 1737 Union St #2, Schenectady, NY 12309, USA
Phone (518) 377-0909
Adam Jameson - Thrivent
Location 3418 Carman Rd, Schenectady, NY 12303, USA
Phone (518) 453-3500
Edward Jones
SEC File# 801-3297
CRD# 250
Location 801 Saratoga Rd, Burnt Hills, NY 12027, USA
Phone (518) 399-5087
Bank of America (with Drive-thru ATM)
3 out of 5
Location 200 Saratoga Rd, Scotia, NY 12302, USA
Phone (518) 384-2520
Watson Peterson & Co. CPA PLLC
Location 1473 Erie Blvd., Details say Erie Blvd...which??, Google Maps shows, Front St, Schenectady, NY 12305, USA
Phone (518) 372-9518
Empire Financial Advisors, Inc.
Location 3 Lear Jet Ln #200, Latham, NY 12110, USA
Phone (518) 608-1100
Financial Advisors in Scotia, NY

Where Certified Financial Advisors in Scotia, NY Serve

Scotia is a village in Schenectady County, New York, United States. The population was 5,521 at the 2010 census. It is sister city to Eskilstuna, Sweden. Scotia's most notable landmark is its windmill, which was erected in 1826. Other landmarks include the Skenesborough Museum and the Scotia-Glenville Senior High School. Top employers in Scotia include General Electric, Momentive Performance Materials, and KeyBank. Major highways and streets in Scotia include NY Route 5 and NY Route 20. The neighborhoods of Scotia are Westgate, Northgate, Southgate, and Eastgate.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks have a variety of services that they can provide their customers. In Scotia, NY, banks offer residents a variety of services to fit their needs. Some of the most common services that banks provide are checking and savings accounts, loans, credit cards, and mortgages. Additionally, banks offer other products and services such as online banking, bill pay, and mobile banking. By providing these products and services, banks help their customers manage their finances more effectively.

Insurance Broker

Residents of Scotia, NY can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can help residents file claims and get the reimbursement they deserve after an accident or other incident.

Retirement Planning

Scotia, NY residents can benefit from retirement planning with the help of a financial advisor. A good financial advisor can help you save for retirement and make the most of your investment options. They can also provide guidance on when to start withdrawing money from your retirement savings, and how to manage your taxes in retirement. If you're nearing retirement age, it's never too late to seek out the help of a financial advisor.

Wealth Management

Residents of Scotia, NY can benefit from wealth management services to help them grow their money and plan for the future. These services can provide guidance on how to save for retirement, invest in stocks or mutual funds, and protect assets from potential risks. Wealth management can also help Scotia residents reduce their taxes and make estate planning decisions.

Estate Planning Lawyer

Estate planning lawyers in Scotia, NY can help residents protect their assets and plan for the future. When it comes to estate planning, there are a lot of things to think about. You need to make sure that your assets are protected, and you also need to plan for the future. This is where an estate planning lawyer can help. They can help you to plan for your future, and they can also help you to protect your assets. If you live in Scotia, NY, then it is important that you find an estate planning lawyer who can help you with all of your needs.

Mortgage Loan Officer

Mortgage loan officers can help Scotia, NY residents by providing them with the best possible mortgage products and services. They can also provide advice on how to get the best mortgage rates, and how to save money on their mortgage payments. In addition, they can help homeowners understand their mortgages, and answer any questions they may have about their home loans.

Tax Services

Tax accountants can help Scotia, NY residents by filing their tax returns and helping them to understand their tax obligations. They can also provide advice on how to reduce their taxes and keep more money in their pockets. Tax accountants can save residents a lot of money and hassle, so it is worth consulting with one before filing your tax return.


FAQs About Personal Financial Advisors in Scotia, NY