Albany, NY Financial Advisors and Resources



Financial Advisor Firms in Albany, 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, NY?

  • Population: 97,478
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $183,900
  • Average Monthly Housing Cost: $1,028
  • Average Household Income: $66,612
  • 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, NY Financial Advisor FAQs

Absolutely. One of the biggest reasons people get into financial trouble even when they are making a good living is not having the right financial advisor. Sit down with a professional and figure out these things early.
Financial advisors typically manage people's investments in stocks, bonds, mutual funds, real estate and other wealth generating assets so their lifetime wealth can grow to meet its objectives.
Financial advisors typically get paid as a percentage of the assets that they manage. They also take a fee from those assets each year, usually 1% or 0.5%.
The individual best suited to tell you how to invest your money is an advisor that focuses on your unique goals. Before you hire someone, ask them about their qualifications, credentials and whether or not they will be investing your money based on any conflicts of interest.