Retirement Planning in Ballston Spa, NY

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List of Firms

Top Retirement Planners in Ballston Spa, NY

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Northwestern Mutual
Location 4 Rossell Dr #100, Ballston Lake, NY 12019, USA
Phone (518) 406-5286
Language https://www.northwesternmutual.com/financial-professional-locator?address=4%20Rosell%20Dr%20Ste%20100,12019?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
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Capital Financial Services, LLC.
SEC File# 801-57725
CRD# 107960
4 out of 5
Location 133 Saratoga Rd, Schenectady, NY 12302, USA
Phone (518) 399-3903
Language http://www.capitalfinancialservicesllc.com/
Directions
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Empire State Asset Management
5 out of 5
Location 2341 Nott St E Suit 204, Niskayuna, NY 12309, USA
Phone (518) 384-1779
Language http://www.esamllc.com/
Directions
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BSNB Ballston Spa
5 out of 5
Location 87 Front St, Ballston Spa, NY 12020, USA
Phone (518) 363-8150
Language http://www.bsnb.com/
Directions
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Trustco Bank
3 out of 5
Location 2 Trieble Ave, Ballston Spa, NY 12020, USA
Phone (518) 885-0498
Language https://www.trustcobank.com/
Directions
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John Costantino - Raymond James
Location 358 Broadway, Saratoga Springs, NY 12866, USA
Phone (518) 587-1202
Language https://www.raymondjames.com/saratogaspringsny
Directions
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The Saratoga Group - Morgan Stanley
Location 340 Broadway, Saratoga Springs, NY 12866, USA
Phone (518) 583-5600
Language https://advisor.morganstanley.com/the-saratoga-group?y_source=1_MTgxMTQ4MDItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Trustco Bank
3 out of 5
Location 235 Church Ave, Ballston Spa, NY 12020, USA
Phone (518) 885-1561
Language https://www.trustcobank.com/
Directions
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Morgan Stanley Financial Advisors
Location 340 Broadway, Saratoga Springs, NY 12866, USA
Phone (518) 583-5600
Language https://advisor.morganstanley.com/saratoga-springs-branch?y_source=1_MjM2MjE3NC03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
Directions
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Capital Saratoga Wealth Management
SEC File# 801-62147
CRD# 125648
Location 5 Hemphill Pl # 220, Ballston Spa, NY 12020, USA
Phone (518) 289-5813
Language http://www.capitalsaratogawealth.com/
Directions
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TJD FINANCIAL PLANNING
Location 120 West Ave Suite 301, Saratoga Springs, NY 12866, USA
Phone (518) 581-1642
Language http://www.tjdfinancialplanning.com/
Directions
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Holistic Wealth Advisors
SEC File# 801-71457
CRD# 153184
Location 5 Southside Dr Suite 204, Clifton Park, NY 12065, USA
Phone (518) 357-3858
Language https://www.holisticwealthadvisors.com/
Directions
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Peridot Wealth Partners, LLC
Location 939 NY-146, Clifton Park, NY 12065, USA
Phone (518) 280-8494
Language http://www.peridotwp.com/contact-us
Directions
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Aurora Wealth Advisory
SEC File# 801-60841
CRD# 13905
Location 480 S Broadway, Saratoga Springs, NY 12866, USA
Phone (518) 633-4810
Language https://www.aurorawealthadvisory.com/contact
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 20 Prospect St Ste 101, Ballston Spa, NY 12020, USA
Phone (518) 885-2773
Language https://www.edwardjones.com/us-en
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Retirement Solutions LLC
Location 125 High Rock Ave, Saratoga Springs, NY 12866, USA
Phone (518) 244-8334
Language https://www.retirementsolutionsllc.com/
Directions
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Mosaic Wealth Strategies Group, Ltd.
5 out of 5
Location 120 West Ave Suite 301, Saratoga Springs, NY 12866, USA
Phone (518) 581-1642
Language https://www.mosaicwsg.com/
Directions
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Minich MacGregor Wealth Management
SEC File# 801-70490
CRD# 151237
4 out of 5
Location 21 Congress St Ste 203, Saratoga Springs, NY 12866, USA
Phone (518) 499-4565
Language http://www.mmwealth.com/
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
Directions
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Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera
Location 313 Ushers Rd, Ballston Lake, NY 12019, USA
Phone (518) 877-6600
Language http://www.nicoterawealth.com/
Directions
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Tennant Financial
Location 4 Rossell Dr, Ballston Lake, NY 12019, USA
Phone (518) 406-5286
Directions
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Doubleday Woods
4 out of 5
Location 91 Church Ave, Ballston Spa, NY 12020, USA
Phone (518) 885-1900
Language https://www.nationalchurchresidences.org/communities/ny/ballston-spa/doubleday-woods
Directions
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FRC Benefits
Location 58 Ford St, Ballston Spa, NY 12020, USA
Phone (518) 577-1605
Language http://www.frcbenefits.com/contact.htm
Directions
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Merrill Lynch Wealth Management Advisor D Lee Miller
Location 18 Division St, Saratoga Springs, NY 12866, USA
Phone (518) 245-8132
Language https://fa.ml.com/new-york/saratoga-springs/lee.miller
Directions
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Teal Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3 Hemphill Pl Ste 110, Malta, NY 12020, USA
Phone (518) 581-7550
Language https://www.ameripriseadvisors.com/team/teal-wealth-management/?cid=IP_local_google
Directions
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Planning Matters LLC
Location 999 NY-146, Clifton Park, NY 12065, USA
Phone (518) 348-1880
Language http://www.planningmattersnow.com/
Directions
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Gary Winnick - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3 Hemphill Pl Ste 110, Malta, NY 12020, USA
Phone (518) 581-8181
Language https://www.ameripriseadvisors.com/gary.e.winnick/?cid=IP_local_google
Directions
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Colley Asset Management Inc
SEC File# 801-48611
CRD# 111837
Location 358 Broadway # 204, Saratoga Springs, NY 12866, USA
Phone (518) 581-0500
Language http://www.colleyassetmgmt.com/
Directions
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Merrill Lynch Wealth Management Advisor Stacy E. Akaka
Location 18 Division St, Saratoga Springs, NY 12866, USA
Phone (518) 245-8144
Language https://fa.ml.com/new-york/saratoga-springs/stacy.akaka
Directions
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Capital Financial Advisors of New York
SEC File# 801-69021
CRD# 125689
Location 10 Maxwell Dr #104b, Clifton Park, NY 12065, USA
Phone (518) 280-0030
Language http://cfany.com/
Directions
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Vahanian & Associates Financial Planning Inc.
SEC File# 801-55829
CRD# 108183
Location 60 Railroad Pl #104, Saratoga Springs, NY 12866, USA
Phone (518) 583-0891
Language http://www.vahanian.com/
Directions
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Kathryn Peterson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3 Hemphill Pl Ste 110, Malta, NY 12020, USA
Phone (518) 581-7550
Language https://www.ameripriseadvisors.com/team/teal-wealth-management/financial-advice-team/kathryn.p.peterson/?cid=IP_local_google
Directions
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Tennant Financial - Northwestern Mutual
Location 4 Rossell Dr Ste 100, Ballston Lake, NY 12019, USA
Phone (518) 406-5286
Language http://tennantfinancial.nm.com/?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
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Legacy Wealth Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7 Southside Dr Ste 204, Clifton Park, NY 12065, USA
Phone (518) 280-4867
Language https://www.ameripriseadvisors.com/team/legacy-wealth-planning-group/?cid=IP_local_google
Directions
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Barbara J Bouchey Asset Management
Location 563 N Broadway, Saratoga Springs, NY 12866, USA
Phone (518) 583-0090
Language http://www.barbarabouchey.com/
Directions
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Charles E Martin
Location 494 Maple Ave, Saratoga Springs, NY 12866, USA
Phone (518) 583-0041
Language http://www.nmfn.com/chuckmartin
Directions
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Saratoga Strategic Planning
Location 6 Butler Pl, Saratoga Springs, NY 12866, USA
Phone (518) 587-2828
Language http://www.saratogastrategicpartners.com/
Directions
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Financial Remedies
Location 24 Century Hill Dr, Newtonville, NY 12110, USA
Phone (518) 220-3086
Language http://www.financial-remedies.com/contact
Directions
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Saratoga Financial Services
Location 18 Division St # 305, Saratoga Springs, NY 12866, USA
Phone (518) 584-2555
Language http://www.saratogaretire.com/
Directions
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Sage Hill Advisory Management
Location 18 Division St #303, Saratoga Springs, NY 12866, USA
Phone (518) 871-1214
Language http://www.sagehilladvisory.com/
Directions
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Capobianco Financial Advisors
Location 646 Plank Rd # 209, Clifton Park, NY 12065, USA
Phone (518) 348-1200
Language http://www.capoassoc.com/
Directions
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Revolutionary Financial Planning
5 out of 5
Location 4 Executive Park Dr, Clifton Park, NY 12065, USA
Phone (518) 293-3312
Language http://www.revolutionaryfp.com/
Directions
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Megan Kristine Merriam - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3 Hemphill Pl Ste 110, Malta, NY 12020, USA
Phone (518) 581-7550
Language https://www.ameripriseadvisors.com/team/teal-wealth-management/financial-advice-team/megan.k.merriam/?cid=IP_local_yext
Directions
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Saratoga Investment Solutions Inc.
Location 60 Railroad Pl #206, Saratoga Springs, NY 12866, USA
Phone (518) 584-5995
Language https://saratogainvestmentsolutions.com/
Directions
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Kershner Grosso & Co
SEC File# 801-25724
CRD# 105696
5 out of 5
Location 480 Broadway # 310, Saratoga Springs, NY 12866, USA
Phone (518) 584-2600
Directions
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BSNB Corporate Branch
4 out of 5
Location 990 NY-67, Ballston Spa, NY 12020, USA
Phone (518) 363-8199
Language http://www.bsnb.com/
Directions
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Niles and Carl Wealth Management of Janney Montgomery Scott
Location 60 Railroad Pl 4th floor, Saratoga Springs, NY 12866, USA
Phone (518) 583-5646
Language https://advisor.janney.com/NilesandCarlWealthManagementConsulting?utm_medium=yext&utm_source=gmb
Directions
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Williams Financial, LLC
SEC File# 801-118678
CRD# 137038
Location 28 Clinton St # 2, Saratoga Springs, NY 12866, USA
Phone (866) 986-4469
Language https://www.williamsfinancial.net/
Directions
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True Living Financial
5 out of 5
Location 125 High Rock Ave #205, Saratoga Springs, NY 12866, USA
Phone (518) 364-7899
Language http://truelivingfinancial.com/
Directions
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christopher j. fabian, cfp®, crpc | comprehensive financial planning group
Location 5 Maxwell Dr, Clifton Park, NY 12065, USA
Phone (518) 373-7386
Language http://www.christopherjfabian.com/contact_us/
Directions
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Lee Investment Management LLC
SEC File# 801-107644
CRD# 120535
Location 63 Putnam St #202, Saratoga Springs, NY 12866, USA
Phone (518) 580-0088
Language http://www.leemgt.com/
Directions
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Virtuoso Asset Management
Location 819 Saratoga Rd, Burnt Hills, NY 12027, USA
Phone (518) 707-0600
Language http://www.virtuosoassetmanagement.com/
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Babcock Financial Advisors Inc
Location 306 Grooms Rd # A, Clifton Park, NY 12065, USA
Phone (518) 688-0641
Directions
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ferguson financial planning
Location 2 Executive Park Dr, Clifton Park, NY 12065, USA
Phone (518) 330-8380
Directions
Retirement Planning in Ballston Spa, NY

About Ballston Spa, NY for Those Planning to Retire

Ballston Spa, NY is a charming village located in Saratoga County, known for its idyllic small-town atmosphere and rich history. It boasts several landmarks, including the National Historic Landmark, the Old Iron Spring, which was once believed to have healing properties. The village is also home to the Ballston Spa National Bank Building, a stunning example of Greek Revival architecture. As for top employers, Ballston Spa is home to several prominent companies, including GlobalFoundries, a semiconductor manufacturer, and Curtis Lumber, a family-owned business that has been serving the area for over 100 years. Other notable employers include Saratoga Hospital and the Ballston Spa Central School District. Major highways that run through Ballston Spa include Interstate 87 and Route 50, providing easy access to nearby cities such as Albany and Saratoga Springs. The village is also home to several main streets, including Milton Avenue and Front Street, which are lined with local businesses and shops.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Ballston Spa, NY can benefit from a bank in numerous ways. Firstly, they can open a checking or savings account to manage their finances and save for the future. With the town's rich history in paper manufacturing, a bank can provide loans and credit lines to entrepreneurs looking to start or expand their businesses. Additionally, Ballston Spa is known for its annual Apple Festival, and a bank can offer special promotions for festival-goers, such as cashback rewards on purchases made with their debit cards. With the town's proximity to the Adirondack Mountains, a bank can also provide investment opportunities for residents interested in outdoor tourism. Overall, a bank can be a valuable resource for the residents of Ballston Spa, NY, offering financial services tailored to their unique needs and interests.

Insurance Broker

Residents of Ballston Spa, NY can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market, ensuring they have the right coverage for their specific needs. This is particularly important in Ballston Spa, NY, where residents face unique risks due to the town's location in the foothills of the Adirondack Mountains. An insurance broker can help residents obtain coverage for natural disasters such as flooding and snowstorms, as well as protection against property damage from falling trees and other hazards. Additionally, an insurance broker can help residents save money by finding them the best insurance deals and discounts, and by advising them on ways to lower their insurance premiums. Overall, an insurance broker can be an invaluable resource for residents of Ballston Spa, NY, providing them with peace of mind and financial protection in a town where the unexpected can happen at any time.

Wealth Management

Residents of Ballston Spa, NY could benefit from the expertise of a wealth manager in a multitude of ways. Specifically, with the town's proximity to Saratoga Springs, a wealth manager could assist residents in navigating the intricacies of horse racing and betting. With the annual Saratoga Race Course season drawing in crowds from all over the world, a wealth manager could provide guidance on investing in racehorses or even placing bets. Additionally, with Ballston Spa's growing population and economy, a wealth manager could help residents with financial planning for major life events such as buying a home or starting a business. With their knowledge and experience in investment strategies, tax planning, and estate planning, a wealth manager could provide invaluable assistance to residents of Ballston Spa, NY in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Ballston Spa, NY could benefit from the services of a financial advisor in a variety of ways. For instance, a financial advisor could help them create a budget that takes into account the high cost of living in the area, particularly when it comes to housing and transportation. Additionally, a financial advisor could provide guidance on how to save for retirement, given that the median age in Ballston Spa is 40 and many residents may be approaching retirement age. Furthermore, a financial advisor could help residents navigate the complexities of investing, given that the area is home to a variety of industries, including technology, healthcare, and manufacturing. With a financial advisor's help, residents could make informed decisions about how to manage their wealth and plan for their financial future.

Mortgage Loan Officer

Residents of Ballston Spa, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, Ballston Spa is a small town with a population of just over 5,000 people. As a result, it can be challenging for residents to navigate the complex world of mortgage financing on their own. A mortgage loan officer can help them understand the various options available and guide them through the process of securing a loan that best fits their needs. Secondly, Ballston Spa is located in Saratoga County, which has a diverse housing market. A mortgage loan officer can provide residents with valuable insights into the local real estate market and help them make informed decisions about buying or refinancing a home. Lastly, Ballston Spa is known for its historic architecture and charming downtown area. Many residents may be interested in purchasing a historic home, which can come with unique financing challenges. A mortgage loan officer can help residents navigate these challenges and secure financing for their dream home.

Tax Services

Residents of Ballston Spa, NY can benefit from the services of a tax advisor in several ways. For instance, Ballston Spa is a small village located in Saratoga County, and its residents may not be familiar with the tax laws that apply to them. A tax advisor can help them navigate the complex tax system, ensuring that they comply with all the relevant regulations. Additionally, Ballston Spa is home to several small businesses, which can also benefit from the expertise of a tax advisor. The advisor can help these businesses with tax planning, ensuring that they take advantage of all the available tax deductions and credits. Finally, a tax advisor can also help Ballston Spa residents with tax preparation, saving them time and reducing the risk of errors on their tax returns. Overall, a tax advisor can provide valuable assistance to residents of Ballston Spa, NY, helping them to manage their taxes more effectively.

Estate Planning Lawyer

Residents of Ballston Spa, NY can benefit from the services of an estate planning lawyer in a variety of ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan for the distribution of their assets after they pass away. This is particularly important in Ballston Spa, NY, where the median home value is $193,000, making property a significant asset for many residents. Additionally, an estate planning lawyer can assist with creating trusts and other legal instruments to protect assets from creditors and ensure they are passed down to beneficiaries as intended. Furthermore, an estate planning lawyer can help residents navigate the complex tax laws related to inheritance and gift taxes, which can be particularly confusing in New York state. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Ballston Spa, NY are comprehensive and tailored to individual needs. These services encompass a wide range of financial planning strategies, including investment management, estate planning, and tax planning. The retirement planner in Ballston Spa, NY is well-versed in the unique financial landscape of the area, which is characterized by a diverse mix of industries, including healthcare, education, and technology. With this knowledge, the retirement planner can help clients navigate the complexities of retirement planning, taking into account factors such as cost of living, inflation rates, and local tax laws. Additionally, the retirement planner in Ballston Spa, NY can provide guidance on retirement income streams, such as social security benefits and pensions, to ensure that clients have a steady stream of income in retirement. Overall, the retirement planning services provided by a retirement planner in Ballston Spa, NY are designed to help clients achieve their retirement goals and enjoy a comfortable, financially secure retirement.

Ballston Spa, NY is the ultimate destination for anyone seeking a retirement planner. The town boasts a vibrant community of financial experts who are well-equipped to guide you towards a comfortable and secure retirement. The beauty of Ballston Spa lies in its unique blend of traditional values and modern innovation. The town's financial planners are not only well-versed in traditional retirement planning strategies but also adept at utilizing cutting-edge tools and technologies to help you achieve your financial goals. Whether you are looking for investment advice, tax planning, or estate planning services, Ballston Spa's retirement planners have got you covered. With a deep understanding of the local economy and a commitment to personalized service, Ballston Spa's retirement planners are the best in the business. So if you are planning for your retirement, look no further than Ballston Spa, NY.