Best Financial Advisors in Albany County, NY

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List of Firms

Albany County, NY Fiduciary Financial Advisors

SEC File# 801-71675
CRD# 153591
Location 200 Great Oaks Blvd Suite 219, Albany, NY 12203, USA
Phone (518) 456-8900
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-41541
CRD# 8032
Location 2 Executive Park Dr, Albany, NY 12203, USA
Phone (518) 438-2008
Directions
SEC File# 801-74757
CRD# 144811
Location 123 Great Oaks Blvd, Albany, NY 12203, USA
Phone (518) 452-8050
Directions
SEC File# 801-7258
CRD# 463
Location 7 Southwoods Blvd Suite 200, Albany, NY 12211, USA
Phone (518) 426-8227
Directions
SEC File# 801-46380
CRD# 107763
5 out of 5
Location 255 Washington Ave Ext #104, Albany, NY 12205, USA
Phone (518) 452-3805
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1971 Western Ave Suite 5, Albany, NY 12203, USA
Phone (518) 608-5229
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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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1789 Western Ave, Albany, NY 12203, USA
Phone (518) 862-9755
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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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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Edward Jones - Financial Advisor: Zachary A Grady
SEC File# 801-3297
CRD# 250
Location 360A Northern Blvd, Albany, NY 12204, USA
Phone (518) 433-7418
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 360A Northern Blvd, Albany, NY 12204, USA
Phone (518) 433-7418
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1721 Central Ave, Albany, NY 12205, USA
Phone (518) 869-9088
Directions
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Alissa Quinn - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 447-3913
Directions
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Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Wolf Rd Fl 1, Albany, NY 12205, USA
Phone (518) 459-5500
Directions
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Bell Financial
5 out of 5
Location 2 Pine West Plaza #203, Albany, NY 12205, USA
Phone (518) 434-7411
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 125 Wolf Rd Ste 505, Albany, NY 12205, USA
Phone (518) 459-2271
Directions
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Fidelity Investments
3 out of 5
Location 59 Wolf Rd, Albany, NY 12205, USA
Phone (800) 482-0156
Directions
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Purshe Kaplan Sterling Investments
SEC File# 801-62147
CRD# 125648
Location 80 State St, Albany, NY 12207, USA
Phone (518) 436-3536
Directions
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Raymond James Financial Services
Location 100 Great Oaks Blvd #111, Albany, NY 12203, USA
Phone (518) 869-0300
Directions
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Robert W Baird & Co
Location 54 NY-5, Albany, NY 12207, USA
Phone (518) 447-5700
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
Directions
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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
Directions
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Merrill Lynch Wealth Management Advisor Michael Wheeler
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8305
Directions
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Bradley E Whisher Co
Location 125 Wolf Rd # 224, Albany, NY 12205, USA
Phone (518) 464-6701
Directions
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Michael Lanuto - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 4 Atrium Dr Ste 200, Albany, NY 12205, USA
Phone (518) 949-2039
Directions
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Peter Bazanos - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5 Palisades Dr Ste 320, Albany, NY 12205, USA
Phone (518) 458-7200
Directions
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Graypoint LLC
SEC File# 801-64417
CRD# 135950
Location 4 Tower Pl #1001, Albany, NY 12203, USA
Phone (518) 641-6860
Directions
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Northeast Wealth Management
SEC File# 801-10429
CRD# 110946
5 out of 5
Location 4 Executive Park Dr, Albany, NY 12203, USA
Phone (518) 435-9043
Directions
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College Aid Planning Associates Inc
3 out of 5
Location 4 Executive Park Dr #18, Albany, NY 12203, USA
Phone (518) 435-9042
Directions
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Richard F White - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 427-5555
Directions
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John Walsh, III - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 445-1613
Directions
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Matt Sperazzo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5 Palisades Dr Ste 320, Albany, NY 12205, USA
Phone (518) 458-7200
Directions
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Waddell & Reed, Inc. - Financial Advisors
Location 300 Great Oaks Blvd #325, Albany, NY 12203, USA
Phone (518) 452-5700
Directions
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Ameriprise Financial
Location 125 Wolf Rd, Albany, NY 12205, USA
Phone (518) 459-5500
Directions
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435 Financial
SEC File# 801-72060
CRD# 155216
5 out of 5
Location 840 Kenwood Ave, Slingerlands, NY 12159, USA
Phone (518) 599-5757
Directions
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Wells Fargo Advisors
3 out of 5
Location 30 S Pearl St, Albany, NY 12207, USA
Phone (518) 447-8400
Directions
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Merrill Lynch Wealth Management Advisor James Hart
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8325
Directions
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David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4 Atrium Dr Ste 200, Albany, NY 12205, USA
Phone (518) 380-2020
Directions
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Empire Financial Associates LLC
Location 1881 Western Ave #160, Albany, NY 12203, USA
Phone (518) 456-5810
Directions
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Wells Fargo Advisors
3 out of 5
Location 4 Tower Pl, Albany, NY 12203, USA
Phone (518) 869-1680
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Merrill Lynch Wealth Management Advisor George D Wolf
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8323
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Merrill Lynch Wealth Management Advisor Michael C Swezey
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8304
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Cadaret, Grant & Co., Inc.
SEC File# 801-42709
CRD# 10641
Location 125 Wolf Rd #118, Albany, NY 12205, USA
Phone (518) 689-0428
Directions
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The Hudson River Group - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 463-4111
Directions
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Generations Planning Group, LLC
SEC File# 801-69511
CRD# 125112
5 out of 5
Location 2022 Western Ave. (2nd Fl. West) Albany NY 12203, Albany, NY 12203, USA
Phone (518) 387-3100
Directions
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Robert E. Lane, CPWA - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 445-1615
Directions
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Michael Ryan - Raymond James
SEC File# 801-110817
CRD# 288654
Location 187 Wolf Rd, Albany, NY 12205, USA
Phone (518) 689-0773
Directions
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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
Directions
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Pioneer Wealth Management
5 out of 5
Location 652 Albany Shaker Rd, Albany, NY 12211, USA
Phone (518) 730-3140
Directions
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James Whalen III - Morgan Stanley
Location 80 State St 12th fl, Albany, NY 12207, USA
Phone (518) 427-5556
Directions
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Pleasant Street Wealth Advisors
1 out of 5
Location 18 Corporate Woods Blvd, Albany, NY 12211, USA
Phone (978) 758-1604
Directions
Financial Advisors in Albany County, NY

Where Certified Financial Advisors in Albany County, NY Serve

Albany County, nestled in the heart of upstate New York, is a vibrant and bustling community with a rich history and diverse population. Home to a number of iconic landmarks such as the New York State Capitol and the Empire State Plaza, this county is a hub of government, culture, and commerce. Its top employers include Albany Medical Center, the State University of New York, and Albany County itself, providing a wide range of job opportunities for residents. Major highways such as the New York State Thruway and Interstate 90 run through the county, connecting it to other cities and regions across the state. The streets of Albany County are lined with charming neighborhoods such as Pine Hills, Center Square, and Delmar, each with its own unique character and charm. With its combination of history, culture, and economic opportunity, Albany County is a truly remarkable place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Albany County, NY can benefit from the guidance of a financial advisor in several ways. One of the most common ways is by creating a personalized financial plan that aligns with their goals and values. This is particularly important in Albany County, where the cost of living is higher than the national average. A financial advisor can help residents navigate the expenses associated with living in the area, such as property taxes and healthcare costs. Additionally, a financial advisor can provide guidance on retirement planning, investment strategies, and debt management. By working with a financial advisor, residents of Albany County can gain confidence in their financial future and make informed decisions that align with their long-term goals.

Insurance Broker

Residents of Albany County, NY can benefit from the services of an insurance broker in a number of ways. Firstly, an insurance broker can help residents navigate the often complex and confusing world of insurance policies and coverage options. This is particularly important in Albany County, where the insurance industry can be highly regulated and subject to specific local laws and regulations. Additionally, an insurance broker can help residents shop around for the best rates and coverage options, ensuring that they are not overpaying for their policies. Finally, an insurance broker can provide valuable advice and guidance on how to file claims and navigate the claims process, which can be especially helpful in the event of a major accident or disaster. Overall, an insurance broker can be an invaluable resource for residents of Albany County, providing them with the support and guidance they need to make informed decisions about their insurance coverage.

Retirement Planning

Residents of Albany County, NY can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize social security benefits. Albany County has a large population of retirees, and many may not be aware of the various strategies available to them to increase their social security income. A retirement planner can also assist in creating a personalized retirement plan that takes into account the unique needs and goals of each individual. With the cost of living being relatively high in Albany County, it is important for retirees to have a solid plan in place to ensure their financial security in their golden years. A retirement planner can help residents navigate the complexities of retirement planning and provide peace of mind for the future.

Wealth Management

Residents of Albany County, NY could benefit greatly from the services of a wealth manager. With a population of over 300,000 people, there are many individuals and families who could use guidance on financial planning and investment strategies. Specifically, Albany County is home to a large number of government employees, including those who work for the state capital. A wealth manager could help these individuals navigate the complexities of their retirement plans and ensure they are making the most of their benefits. Additionally, with the high cost of living in the area, a wealth manager could assist with budgeting and creating a financial plan that allows residents to save for their future while still enjoying their current lifestyle.

Mortgage Loan Officer

Residents of Albany County, NY can benefit greatly from the expertise of a mortgage loan officer. With the county's diverse population and varying housing markets, a loan officer can provide personalized guidance on the best mortgage options available. For example, with the growing popularity of historic homes in Albany, a loan officer can advise on the unique financing options available for these properties. Additionally, with the county's proximity to the state capital, loan officers can assist government employees in navigating the specific mortgage programs available to them. Overall, a mortgage loan officer can provide invaluable support to Albany County residents looking to purchase or refinance a home.

Tax Services

Residents of Albany County, NY can greatly benefit from the expertise of a tax advisor. With the county's diverse economy and various industries, a tax advisor can help residents navigate the complex tax codes and regulations that apply to their specific situations. For example, residents who work in the healthcare or education sectors may have unique deductions or credits available to them, which a tax advisor can identify and help them take advantage of. Additionally, with the recent changes to federal tax laws, a tax advisor can ensure that Albany County residents are taking advantage of all available deductions and credits, such as the state and local tax (SALT) deduction, which is particularly important in high-tax states like New York. Overall, a tax advisor can provide invaluable guidance and support to residents of Albany County, NY in maximizing their tax savings and minimizing their liabilities.

Estate Planning Lawyer

Residents of Albany County, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after they pass away. This is particularly important in Albany County, as it has a large population of retirees who may have accumulated significant assets over the years. An estate planning lawyer can also assist with setting up powers of attorney and healthcare proxies, which can ensure that a person's wishes are carried out in the event they become incapacitated. Additionally, an estate planning lawyer can help with minimizing estate taxes and avoiding probate, which can save loved ones time and money in the long run. Overall, an estate planning lawyer can provide invaluable assistance to residents of Albany County in planning for their future and protecting their assets.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Albany County, NY