Retirement Planning in Scotia, NY

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List of Firms

Top Retirement Planners in Scotia, NY

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Capital Growth & Shelter Inc
SEC File# 801-79630
CRD# 126092
Location 2 Witbeck Dr, Scotia, NY 12302, USA
Phone (518) 399-3372
Language http://www.capitalgrowthonline.com/
Directions
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Grace House
Location 921 Bridge St, Schenectady, NY 12303, USA
Phone (518) 395-9000
Directions
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PlanMember Securities Corporation
SEC File# 801-39177
CRD# 11869
Location 1574 Union St, Schenectady, NY 12309, USA
Phone (518) 372-6996
Language http://www.planmember.com/WMack
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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Bryant Asset Management
SEC File# 801-41541
CRD# 8032
Location 1280 New Scotland Rd, Slingerlands, NY 12159, USA
Phone (518) 439-1141
Language http://www.bryantassetmgt.com/
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 115 Saratoga Rd Suite 120, Glenville, NY 12302, USA
Phone (518) 399-3007
Language https://www.edwardjones.com/us-en
Directions
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Stokes Wealth Solutions
Location 292 Washington Ave Ext #108, Albany, NY 12203, USA
Phone (518) 690-0518
Language http://www.stokeswealthsolutions.com/
Directions
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CAP COM Financial Services
4 out of 5
Location 4 Winners Cir, Albany, NY 12205, USA
Phone (518) 782-0209
Language https://www.capcomfinancial.com/
Directions
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Trustco Bank
4 out of 5
Location 123 Mohawk Ave, Scotia, NY 12302, USA
Phone (518) 372-9416
Language https://www.trustcobank.com/
Directions
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SIP Financial Services
Location 133 Saratoga Rd UNIT 5, Glenville, NY 12302, USA
Phone (518) 384-2800
Language http://www.sipfinancialservices.com/
Directions
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Kellman Barnes Financial Planning
Location 1473 Erie Blvd Suite 202, Schenectady, NY 12305, USA
Phone (518) 372-5500
Language http://www.kellmanbarnes.com/
Directions
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The Atrium Financial Group
Location 1 Northwestern Blvd, Albany, NY 12211, USA
Phone (518) 977-4377
Language https://theatriumfinancialgroup.nm.com/?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Retirement Planning in Scotia, NY

About Scotia, NY for Those Planning to Retire

Scotia, NY is a small village located in Schenectady County, New York. The village is home to several landmarks, including the historic Collins Park, which boasts a public pool and playground, as well as the Freedom Park Summer Concert Series. Scotia is also home to Jumpin' Jacks Drive-In, a popular local eatery that has been serving up burgers and fries since 1952. Top employers in the area include the General Electric Company, which has a large manufacturing facility in nearby Schenectady, as well as the Mohawk Ambulance Service and the Scotia-Glenville Central School District. Major highways that run through the village include Route 5, which is also known as the Mohawk Turnpike, and Route 50, which runs north-south through the village and connects it to nearby cities like Saratoga Springs and Albany.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Scotia, NY would greatly benefit from the services provided by a bank. With its vibrant community and bustling economy, Scotia is a town that is constantly on the move. A bank can help residents manage their finances by offering various types of accounts, such as checking and savings accounts, that cater to their specific needs. Additionally, a bank can provide loans to those who are looking to buy a new home or start a small business in the area. With its proximity to the Mohawk River, many residents of Scotia also enjoy outdoor activities such as boating and fishing. A bank can offer services such as online banking and mobile apps that allow customers to easily manage their finances while on the go. Moreover, a bank can provide financial education to residents, helping them to make informed decisions about their money and investments. Overall, a bank is an essential part of the community in Scotia, NY, providing financial support and guidance to its residents.

Insurance Broker

Residents of Scotia, NY can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help residents navigate the complex and ever-changing insurance landscape in the region. This is particularly important in Scotia, NY, where residents may face unique risks and challenges due to the town's location near the Mohawk River. An insurance broker can help residents find the right coverage for their homes, businesses, and personal property, taking into account factors such as flood risk, weather patterns, and other regional factors. In addition, an insurance broker can help residents save money by comparing rates and negotiating with insurance providers on their behalf. This can be especially valuable for families and small businesses in Scotia, NY, who may be struggling to make ends meet in a challenging economic environment. Overall, an insurance broker can provide valuable support and guidance to residents of Scotia, NY, helping them to protect their assets and achieve greater peace of mind.

Wealth Management

Residents of Scotia, NY can greatly benefit from the expertise of a wealth manager. With a population of just over 7,700, Scotia is a small village located in Schenectady County, New York. Despite its small size, Scotia is home to a diverse group of individuals with varying financial needs. A wealth manager can assist residents in developing a comprehensive financial plan that takes into account their unique circumstances. This could include investment strategies, retirement planning, tax planning, and estate planning. Additionally, a wealth manager can provide guidance on how to navigate the local economy, which is heavily influenced by industries such as healthcare, education, and manufacturing. By working with a wealth manager, residents of Scotia can gain peace of mind knowing that their financial future is secure, regardless of any unexpected events that may arise.

Financial Advisor

Residents of Scotia, NY could greatly benefit from the services of a financial advisor. With a population of just over 7,700 people, Scotia is a small town with a strong sense of community. However, despite its small size, Scotia is home to a diverse range of individuals with varying financial needs and goals. A financial advisor can help residents of Scotia navigate the complexities of the financial world, whether they are looking to invest in the stock market, plan for retirement, or save for their children's education. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and insurance. With so many options and decisions to make, it can be overwhelming for residents of Scotia to know where to start. A financial advisor can offer the expertise and support needed to make informed decisions and achieve financial success.

Mortgage Loan Officer

Residents of Scotia, NY can benefit from the services of a mortgage loan officer in several ways. For instance, they can help first-time homebuyers navigate the complicated process of securing a mortgage loan. Additionally, they can assist homeowners who want to refinance their existing mortgages to take advantage of lower interest rates. Furthermore, a mortgage loan officer can provide valuable advice on how to improve credit scores, which is especially important in a town like Scotia, where the median household income is lower than the state average. Moreover, they can help residents find mortgage programs that cater to their specific needs, such as low down payment options or government-backed loans. In short, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Scotia, NY.

Tax Services

Residents of Scotia, NY can benefit from the assistance of a tax advisor in various ways. For instance, a tax advisor can help individuals navigate the complex tax laws and regulations that apply to Scotia, NY. With the recent changes in the tax code, it can be challenging for residents to understand how these changes affect them. A tax advisor can help residents take advantage of deductions and credits that they may not be aware of, which can help them save money on their taxes. Additionally, a tax advisor can help residents plan for their financial future by providing advice on retirement planning, estate planning, and other financial matters. With the help of a tax advisor, residents of Scotia, NY can make informed decisions about their finances and ensure that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Scotia, NY can benefit from an estate planning lawyer in various ways. One of the most common ways is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Scotia, NY, where the population is aging rapidly, and many residents are concerned about what will happen to their assets after they pass away. An estate planning lawyer can also help residents minimize estate taxes and avoid probate, which can be a time-consuming and costly process. Additionally, an estate planning lawyer can assist residents in setting up trusts, creating powers of attorney, and drafting healthcare directives, which are important documents that can help ensure their wishes are respected in the event of incapacity or illness. With the help of an estate planning lawyer, residents of Scotia, NY can have peace of mind knowing that their assets and loved ones will be protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Scotia, NY can help individuals plan for their financial future. These services can include analyzing current financial situations, creating a retirement savings plan, and providing investment advice. In Scotia, NY, retirement planners can also offer guidance on local retirement options, such as the Scotia Glenville Senior Center, which provides a variety of programs and services for seniors in the community. Additionally, a retirement planner in Scotia, NY can assist with estate planning, ensuring that assets are properly distributed to loved ones after passing. With the complexity of retirement planning, it's important to seek the expertise of a professional in Scotia, NY to ensure a secure financial future.

Located in the heart of Schenectady County, Scotia, NY is a prime destination for individuals seeking professional retirement planning services. The town boasts an abundance of financial advisors who specialize in retirement planning, offering a diverse range of investment strategies and personalized solutions to help clients achieve their retirement goals. With its close proximity to major metropolitan areas, Scotia provides retirees with access to a wealth of resources and opportunities, including world-class medical facilities, cultural attractions, and recreational activities. Moreover, the town's strong sense of community and commitment to quality of life make it an ideal place to retire, providing retirees with a supportive and welcoming environment in which to enjoy their golden years. Whether you're looking to maximize your retirement income, minimize your tax burden, or plan for long-term care, Scotia's retirement planners have the expertise and experience to help you achieve your financial goals and live the retirement of your dreams.