Albany County, NY Financial Advisors and Resources



Financial Advisor Firms in Albany County, NY


PARADIGM CAPITAL MANAGEMENT, INC.

Website

(518) 431-3500

Nine Elk Street

Albany, NY 12207

SEC#: 801-47403
Years in Business: 27 years

STERLING ASSET MANAGEMENT CO INC

Website

(518) 449-8200

125 Wolf Road
Suite 206
Albany, NY 12205

SEC#: 801-38321
Years in Business: 30 years

BST WEALTH MANAGEMENT, LLC

Website

(518) 459-6700

26 Computer Drive West

Albany, NY 12205

SEC#: 801-107966
Years in Business: 5 years

CAPITAL FINANCIAL PLANNING, LLC

Website

(518) 867-4000

6 Tower Place

Albany, NY 12203

SEC#: 801-108219
Years in Business: 5 years

INDEPENDENT FAMILY OFFICE, LLC

Website

(518) 452-8050

677 Broadway
7th Floor
Albany, NY 12207

SEC#: 801-74757
Years in Business: 9 years

PKS ADVISORY SERVICES, LLC

Website

(518) 426-5791

80 State Street

Albany, NY 12207

SEC#: 801-62147
Years in Business: 18 years

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Website

(800) 432-7447

3 Atrium Drive, Suite 265

Albany, NY 12205

SEC#: 801-68444
Years in Business: 14 years

GREENBUSH FINANCIAL GROUP, LLC

Website

(518) 477-6686

159 Wolf Road
Suite 101
Albany, NY 12205

SEC#: 801-73044
Years in Business: 9 years

ARISTA WEALTH ADVISORS, LTD

Website

(518) 452-3805

255 Washington Avenue Extension
Suite # 104
Albany, NY 12205

SEC#: 801-46380
Years in Business: 27 years


How Retirement-Friendly is Albany County, NY?

  • Population: 306,968
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $227,000
  • Average Monthly Housing Cost: $1,128
  • Average Household Income: $89,267
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


Albany County, NY Financial Advisor FAQs

The role of financial advisor varies depending on the client's situation, but there are generally three roles that an advisor plays: providing advice on investing and money management, helping clients set up their financial future with a tax charge-back program, and coordinating client services with other professionals such as an architect or a mediator.[
Financial advisor fees depend on the services they provide and the size of the firm. There are different types of financial advisory services provided by different firms; therefore, it is important to know what services are needed to determine their fees range.
You can use an online advisor search or use search engines for a financial advisor in Albany County. However, if you can ask for referrals from friends, family members, or co-workers, they are most likely to recommend financial advisors that have already worked with in your area.
Interviewing your potential financial advisors will help you in deciding which advisor matches your needs.