Retirement Planning in Cohoes, NY

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Top Retirement Planners in Cohoes, NY

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Lecce Financial Services, LLC
Location 24 Century Hill Dr, Newtonville, NY 12110, USA
Phone (518) 220-3090
Directions
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Financial Planning Association of NENY
Location 120 Van Rensselaer Blvd, Albany, NY 12204, USA
Phone (518) 458-7774
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Hulbert Financial Group
5 out of 5
Location 225 Old Loudon Rd, Latham, NY 12110, USA
Phone (518) 785-8661
Directions
SEC File# 801-110817
CRD# 288654
Location 930 Albany Shaker Rd #104, Latham, NY 12110, USA
Phone (518) 689-0773
Directions
SEC File# 801-67248
CRD# 141515
Location 14 Plaza Dr Suite 102, Latham, NY 12110, USA
Phone (518) 362-2119
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Broadstone Advisors, LLC
Location 24 Century Hill Dr #102, Latham, NY 12110, USA
Phone (518) 220-3061
Directions
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Kelton Financial Group
Location 11 Sunset Dr, Latham, NY 12110, USA
Phone (518) 690-7996
Directions
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Laferriere Financial
Location 22 Century Hill Dr, Latham, NY 12110, USA
Phone (518) 738-0060
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Retirement Solutions, LLC
SEC File# 801-80175
CRD# 172353
Location 3 Lear Jet Ln #201, Latham, NY 12110, USA
Phone (518) 608-1115
Directions
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Beebe & Gabriels Financial Services
Location 514 Vischer Ferry Rd, Clifton Park, NY 12065, USA
Phone (518) 383-2747
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TIAA Financial Services
SEC File# 801-63550
CRD# 20472
5 out of 5
Location 30 Century Hill Dr Suite 300, Latham, NY 12110, USA
Phone (866) 842-2046
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Marjorie Doyle Rockwell Center
4 out of 5
Location 18 Pasinella Way, Cohoes, NY 12047, USA
Phone (518) 238-4150
Directions
SEC File# 801-14065
CRD# 6627
5 out of 5
Location 5 Maxwell Dr Suite 100, Clifton Park, NY 12065, USA
Phone (518) 373-7300
Directions
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Melissa Mirabile, CRPS - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 445-1614
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Massaroni Wealth Management
5 out of 5
Location 22 Century Hill Dr Suite 101, Latham, NY 12110, USA
Phone (518) 318-3404
Directions
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Bookkeeper Organization LLC
Location 26 Stacey Ct, Cohoes, NY 12047, USA
Phone (518) 714-3510
Directions
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ferguson financial planning
Location 2 Executive Park Dr, Clifton Park, NY 12065, USA
Phone (518) 330-8380
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
Directions
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Johnathan Wilsey, CRC®, NSSA®, CSRIC® - The Retirement Guy
Location 20 Corporate Woods Blvd 2nd Floor, Loudonville, NY 12211, USA
Phone (518) 449-9762
Directions
Retirement Planning in Cohoes, NY

About Cohoes, NY for Those Planning to Retire

Cohoes, NY is a charming city in upstate New York, nestled along the Mohawk River. The city is home to a number of landmarks, including the Cohoes Falls, a stunning natural wonder that attracts visitors from all over the region. Additionally, Cohoes boasts a number of historic buildings and structures, including the Cohoes Music Hall, which has been a fixture of the city's cultural scene for over a century. When it comes to employment, Cohoes is home to a variety of top employers, including the Cohoes City School District, the Mohawk Paper Mill, and the New York State Department of Transportation. These organizations provide a range of job opportunities for residents of the city and the surrounding areas. Major highways and streets in Cohoes include Interstate 787, which runs through the heart of the city, as well as Routes 9 and 32.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cohoes, NY would greatly benefit from having a bank in their community. With its rich history as a manufacturing hub, Cohoes has a diverse population that includes many small business owners and entrepreneurs. A bank could provide these individuals with access to loans and other financial services that would help them grow their businesses and create jobs in the area. Additionally, many residents of Cohoes struggle with poverty and financial instability, and a bank could offer them resources and support to help them improve their financial situations. For example, the bank could offer financial literacy classes and counseling services to help residents better manage their money and plan for the future. Overall, a bank would be a valuable resource for the residents of Cohoes, providing them with the tools and support they need to achieve financial stability and success.

Insurance Broker

Residents of Cohoes, NY can greatly benefit from the services of an insurance broker. With the city's location near the Mohawk River, residents are at risk of flooding and water damage, making flood insurance a crucial coverage option. Additionally, the city's aging infrastructure and historic homes may require specialized insurance policies to adequately protect against potential damages. An insurance broker can also assist residents in finding affordable health insurance options, as well as providing guidance on life insurance and retirement planning. With the constantly changing insurance landscape, an insurance broker can help residents navigate the complexities of insurance policies and ensure they have the coverage they need for their unique circumstances.

Wealth Management

Residents of Cohoes, NY can greatly benefit from the services of a wealth manager. A wealth manager can assist with a variety of financial planning needs, including retirement planning, investment management, and tax planning. One specific way in which residents of Cohoes, NY could benefit from a wealth manager is through the management of their 401(k) plans. Cohoes, NY is home to a number of manufacturing companies and small businesses, many of which offer 401(k) plans to their employees. A wealth manager can help residents of Cohoes, NY to navigate the complexities of these plans, ensuring that they are making the most of their retirement savings and taking advantage of any employer contributions or matching programs. Additionally, a wealth manager can provide guidance on investment options within these plans, helping residents to select investments that align with their long-term financial goals. Overall, a wealth manager can be an invaluable resource for residents of Cohoes, NY looking to secure their financial future.

Financial Advisor

Residents of Cohoes, NY can greatly benefit from the expertise of a financial advisor. With its population of over 16,000, Cohoes is a small city nestled in the heart of Albany County. One of the most common ways that a financial advisor can help residents of Cohoes is by offering guidance on retirement planning. As many residents approach retirement age, they may not have a clear understanding of how to maximize their savings and investments to ensure a comfortable retirement. A financial advisor can provide personalized advice on investment strategies, tax planning, and budgeting to help residents meet their retirement goals. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, many residents may be struggling financially. A financial advisor can offer guidance on debt management and budgeting to help residents navigate these challenging times. Overall, a financial advisor can provide invaluable support to residents of Cohoes, NY, helping them achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Cohoes, NY could benefit greatly from the assistance of a mortgage loan officer. Cohoes is a small city located in Albany County, NY, with a population of approximately 16,000. The city is known for its rich history, including its role in the industrial revolution and its proximity to the Erie Canal. A mortgage loan officer could help residents of Cohoes navigate the complex and often confusing process of obtaining a mortgage to purchase a home. This could include providing guidance on the various types of mortgages available, helping to determine the amount of money that can be borrowed, and assisting with the application process. Additionally, a mortgage loan officer could help residents of Cohoes understand the unique challenges and opportunities that come with purchasing a home in this area, such as the availability of historic homes and the impact of the nearby Hudson River on property values. Overall, the expertise and support of a mortgage loan officer could be invaluable for residents of Cohoes looking to achieve their dream of homeownership.

Tax Services

Residents of Cohoes, NY could greatly benefit from the expertise of a tax advisor in a variety of ways. For example, with the city's close proximity to the state capital of Albany, many residents may work for the state government and have unique tax considerations related to their employment. Additionally, Cohoes has a significant number of historic homes, which could qualify for tax credits related to renovation and preservation. A tax advisor could also assist residents who own small businesses in navigating the complex tax laws related to entrepreneurship. Overall, a tax advisor could help residents of Cohoes maximize their tax savings and ensure compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Cohoes, NY can benefit from the services of an estate planning lawyer in several ways. A lawyer can help individuals in Cohoes create a comprehensive estate plan that includes a will, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Specifically, an estate planning lawyer can help Cohoes residents navigate the complex tax laws and regulations that apply to estates, which can be particularly important for those with significant assets. Additionally, a lawyer can help individuals in Cohoes plan for incapacity by creating powers of attorney and healthcare directives, which can provide peace of mind for both the individual and their loved ones. Overall, the services of an estate planning lawyer can be invaluable for residents of Cohoes, NY who want to protect their assets and ensure that their wishes are carried out after their passing.

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