Wealth Management in Albany, NY

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List of Firms

Albany, NY Wealth Management Firms

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RBC Wealth Management Branch - Capital Region
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-1450
Directions
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The JF Group - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 427-5524
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Janney Montgomery Scott LLC
Location 7 Southwoods Blvd Suite 200, Albany, NY 12211, USA
Phone (518) 426-8227
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Merrill Lynch Wealth Management
3 out of 5
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8300
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Peter Gregory - RBC Wealth Management Financial Advisor
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-5172
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Jennifer Ludwig - RBC Wealth Management Financial Advisor
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-5086
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Atlas Private Wealth Management, LLC
Location 3 Atrium Dr Suite 265, Albany, NY 12205, USA
Phone (518) 482-5777
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Merrill Lynch Wealth Management Advisor Andrew J Bullock
Location 69 State St, Albany, NY 12207, USA
Phone (518) 383-8941
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Capital Financial Planning, LLC
Location 6 Tower Pl, Albany, NY 12203, USA
Phone (518) 867-4000
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Fred Natale - RBC Wealth Management Financial Advisor
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-5173
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Thomas Brockley - RBC Wealth Management Financial Advisor
1 out of 5
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-1455
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Merrill Lynch Wealth Management Advisor William T Hazelton
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8386
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Merrill Lynch Wealth Management Advisor Emily N Hoag
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8303
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Merrill Lynch Wealth Management Advisor Natalie Squillace
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8365
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Ubs
Location Albany, NY 12207, USA
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Charles Schwab
2 out of 5
Location 677 Broadway, Albany, NY 12207, USA
Phone (518) 455-7110
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Northeast Wealth Management
5 out of 5
Location 4 Executive Park Dr, Albany, NY 12203, USA
Phone (518) 435-9043
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Brittney Morrison - RBC Wealth Management Financial Advisor
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-5175
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Merrill Lynch Wealth Management Advisor Michael Wheeler
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8305
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Maurice Tessier - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 445-1673
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Albany Financial Group
5 out of 5
Location 80 Wolf Rd #301, Albany, NY 12205, USA
Phone (518) 786-3300
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Waddell & Reed, Inc. - Financial Advisors
Location 300 Great Oaks Blvd #325, Albany, NY 12203, USA
Phone (518) 452-5700
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The Hudson River Group - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 463-4111
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Albany Financial Group-----AJ Amato Wealth Team
Location 80 Wolf Rd Suite 302, Albany, NY 12205, USA
Phone (518) 479-4600
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UBS Financial Services Inc.
5 out of 5
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 434-5770
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The LOSAP Group
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-5083
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James Watkinson - RBC Wealth Management Branch Director
Location 455 Patroon Creek Blvd Suite 200, Albany, NY 12206, USA
Phone (518) 432-5077
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James Whalen III - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 427-5556
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Kenneth White - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 447-3910
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Alissa Quinn - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 447-3913
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Bullard Mc Leod & Associates
Location 194 Washington Ave # 520, Albany, NY 12210, USA
Phone (518) 694-8400
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Empire Financial Associates LLC
Location 1881 Western Ave #160, Albany, NY 12203, USA
Phone (518) 456-5810
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Pombo Wealth Management
Location 6 Automation Ln, Albany, NY 12205, USA
Phone (518) 514-2640
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Bell Financial
5 out of 5
Location 2 Pine West Plaza #203, Albany, NY 12205, USA
Phone (518) 434-7411
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Wealth Management in Albany, NY

Where Wealth Management Advisors in Albany, NY Serve

Albany, NY is a vibrant city full of history and culture. From the iconic Empire State Plaza to the stunning Albany Institute of History and Art, there is no shortage of landmarks to explore. The city is also home to a diverse array of top employers, including the State of New York, Albany Medical Center, and General Electric. Major highways such as I-87 and I-90 run through the city, connecting it to other major cities in the Northeast. The streets of Albany are lined with charming neighborhoods, each with their own unique character and charm. From the trendy bars and restaurants of Lark Street to the historic architecture of Washington Park, there is something for everyone in this bustling city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Albany, NY can benefit from a bank in various ways. One of the most common ways is through providing access to financial services such as savings accounts, checking accounts, and loans. Albany, NY is a bustling city with a diverse population, and a bank can help residents manage their finances more efficiently. With the city's high cost of living, residents can use the bank to help them save money by offering low-interest rates on loans and mortgages. Additionally, the bank can provide financial education to help residents better understand how to manage their money and invest in their future. With the city's vibrant arts and culture scene, a bank can also support local businesses and organizations by offering financial support and resources. Overall, a bank can be a valuable resource for residents of Albany, NY, helping them to achieve financial stability and success.

Insurance Broker

Albany, NY residents can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best policies that suit their unique needs. This is particularly important in Albany, NY, where the weather conditions can be unpredictable, and residents may need specialized insurance coverage for natural disasters such as floods and blizzards. Secondly, an insurance broker can help residents save money by comparing policies from different insurance providers and negotiating lower rates on their behalf. Additionally, an insurance broker can provide expert advice on insurance-related matters, such as filing claims and understanding policy terms and conditions. In summary, an insurance broker can be a valuable asset to Albany, NY residents by helping them secure the best insurance coverage at the most affordable rates, and providing them with the necessary expertise to make informed decisions about their insurance needs.

Retirement Planning

Residents of Albany, NY can benefit from the services of a retirement planner in various ways. A retirement planner can assist individuals in creating a comprehensive financial plan that caters to their unique needs and goals. This can include developing a retirement savings plan, creating a budget, and managing debt. Additionally, a retirement planner can help Albany residents navigate the complexities of social security and Medicare, ensuring they receive the maximum benefits available to them. Albany is a city with a diverse population, including a large number of government employees and retirees. A retirement planner can help these individuals understand their pension and retirement benefits, as well as provide guidance on how to maximize their income during retirement. Furthermore, Albany is known for its harsh winters, and a retirement planner can help residents plan for unexpected expenses such as home repairs and heating costs. Overall, a retirement planner can provide invaluable assistance to Albany residents in achieving their financial goals and securing a comfortable retirement.

Financial Advisor

Residents of Albany, NY could benefit greatly from the assistance of a financial advisor. With the city being the capital of New York State, it is home to a diverse population with varying financial needs. A financial advisor could help residents navigate the complexities of the state's tax laws, which can be particularly confusing for those who are not familiar with them. Additionally, with Albany being a major center for healthcare and education, many residents may have unique financial planning needs related to these industries. A skilled financial advisor could provide guidance on retirement planning, investment strategies, and risk management to ensure that residents are able to achieve their financial goals. Furthermore, with the city's proximity to the Hudson River, residents may also have concerns related to flood insurance and other natural disaster risks, which a financial advisor could help address. Overall, a financial advisor can provide invaluable assistance to residents of Albany, NY in navigating the complexities of their financial lives.

Mortgage Loan Officer

Residents of Albany, NY could greatly benefit from the services of a mortgage loan officer. With the city's diverse population and bustling real estate market, navigating the mortgage process on their own can be overwhelming and confusing. A mortgage loan officer can provide invaluable assistance in helping residents secure the best possible mortgage rates and terms. They can also help residents understand the intricacies of the local real estate market, including the unique challenges and opportunities that come with owning property in Albany. From first-time homebuyers to seasoned investors, residents of Albany can rely on a mortgage loan officer to provide expert guidance and support throughout the entire mortgage process.

Tax Services

Residents of Albany, NY can benefit from the expertise of a tax advisor in multiple ways. One specific example is the intricacies of New York state tax laws. The state has its own set of tax laws, which can be confusing for residents who are used to federal tax laws. A tax advisor can help residents understand the differences and ensure that they are following the correct guidelines. Additionally, Albany has a high cost of living compared to other cities in the state, and a tax advisor can help residents identify potential deductions and credits to reduce their tax burden. They can also help with tax planning and preparation, ensuring that residents are not caught off guard by unexpected tax bills. Overall, the guidance of a tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Albany, NY can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a will, which outlines how a person's assets will be distributed after their death. This is particularly important in Albany, which has a high percentage of elderly residents who may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can help residents set up trusts, which can provide tax benefits and protect assets from creditors. They can also assist with healthcare directives, which allow individuals to specify their medical wishes in the event of incapacitation. With the help of an estate planning lawyer, residents of Albany can ensure that their assets are protected and their wishes are carried out, providing peace of mind for themselves and their loved ones.

Albany, NY Financial Resources

Albany, NY Chamber of Commerce

https://capitalregionchamber.com/

Albany, NY Public Library

https://www.albanypubliclibrary.org/

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