Retirement Planning Firms in Albany, NY

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Retirement Planning Firms in Albany, NY

Morgan Stanley Financial Advisors

5 out of 5

Location 80 State St 12th Floor, Albany, NY 12207, USA
Phone (518) 463-4111
Capital Financial Planning, LLC
SEC File# 801-108219
CRD# 284679
Location 6 Tower Pl, Albany, NY 12203, USA
Phone (518) 867-4000
Albany Financial Planning
Location 127 N Allen St, Albany, NY 12206, USA
Phone (518) 300-3900
Capable Wealth

5 out of 5

Location 150 State St 4th floor, Albany, NY 12207, USA
Phone (518) 290-7723
Dovetail Financial Planning
Location 255 Washington Ave Ext, Albany, NY 12205, USA
Phone (518) 464-0319
The Quinn Wealth Management Group - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 447-3913
Greenbush Financial Group
SEC File# 801-73044
CRD# 125500

5 out of 5

Location 159 Wolf Rd Suite 101, Albany, NY 12205, USA
Phone (518) 477-6686
The LOSAP Group
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-5083
Merrill Lynch Wealth Management Advisor Paul Stento
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8393
Alissa Quinn - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 447-3913
John Gigliello, Albany Financial Group
Location 80 Wolf Rd #301, Albany, NY 12205, USA
Phone (518) 786-3300
The JF Group - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 427-5524
SEFCU Wealth Management Services
Location 655 Patroon Creek Blvd, Albany, NY 12206, USA
Phone (518) 464-5210
Fidelity Investments

3 out of 5

Location 59 Wolf Rd, Albany, NY 12205, USA
Phone (800) 482-0156
Albany Financial Group
SEC File# 801-72060
CRD# 155216

5 out of 5

Location 80 Wolf Rd #301, Albany, NY 12205, USA
Phone (518) 786-3300
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 4 Atrium Dr Ste 200, Albany, NY 12205, USA
Phone (518) 949-2039
James Whalen III - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 427-5556
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About Albany, NY

Albany, NY is a city located in the northeast corner of the United States. The city is home to a number of landmarks, including the state capitol building and the Albany Pine Bush Preserve. Major employers in Albany include the state government and SUNY Albany. The city is also served by a number of major highways and streets, including Interstate 87 and New York State Route 912. Albany's neighborhoods include the Mansion District, Pine Hills, and the University District.

Related Services

Banks and Credit Unions

There are a few banks and credit unions in the Albany, NY area which can offer residents a number of benefits. For example, both banks and credit unions offer checking and savings accounts, car loans, home mortgages, and more. In addition, many banks and credit unions offer promotional rates for those who have a checking account with them or who use their credit cards. This can save consumers money on a number of products and services. Finally, banks and credit unions often have lower fees than other financial institutions, such as payday lenders or check-cashing stores. Consequently, those living in Albany should consider banking with one of the local institutions to take advantage of these benefits.

Estate Planning Lawyer

If you live in Albany, NY and want to make sure that your assets are distributed in the way you desire after your death, you should work with an estate planning lawyer. An estate planning lawyer can help you create a will or trust, both of which will ensure that your wishes are carried out. Additionally, an estate planning lawyer can help you set up powers of attorney and healthcare directives, which will allow someone else to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

If you are a resident of Albany, NY looking to buy a home, it is important to work with a mortgage loan officer. A mortgage loan officer can help you find the best mortgage for your needs and ensure that you are getting the best deal possible. They can also help you understand the mortgage process and answer any questions you may have. If you are looking to buy a home in Albany, NY, working with a mortgage loan officer is the best way to make sure you get the best mortgage for your needs.

Wealth Management

If you live in Albany, NY, there are a number of wealth managers who can help you grow your assets and protect your financial future. A good wealth manager will work with you to create a comprehensive financial plan that meets your specific needs and goals. They can also help you save money on taxes, invest in the right assets, and make smart financial decisions.

Financial Advisor

Living in Albany, NY comes with a lot of financial benefits. But making the most of those benefits can be tricky, especially if you're not sure how to go about it. That's where working with a financial advisor can come in handy. Financial advisors have the knowledge and experience to help you make the most of your money, whether you're trying to save for retirement or just want some help sorting through your finances. So if you're looking for some help getting your finances in order, don't hesitate to reach out to a financial advisor in Albany, NY.

Insurance Broker

If you're a resident of Albany, NY, and you're looking for ways to save money on your car insurance, you may want to consider working with an insurance broker.Brokers can often find discounts that aren't available to the average consumer, and they can also help you compare rates from different insurers. This can save you a lot of money in the long run.

Tax Services

If you live in Albany, NY and are looking for ways to save money on your taxes, working with a tax accountant is a great option. Tax accountants have the experience and knowledge necessary to help you find every deduction and credit available to you, so you can get the biggest refund possible. They can also help you stay up-to-date on all the latest tax laws, so you can avoid any penalties. Contact a tax accountant in your area today to get started.