Best Financial Advisors in Albany, NY

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Albany, NY Fiduciary Financial Advisors

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
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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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Merrill Lynch Wealth Management Advisor James V O'Connor
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8357
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Robert J. McNamara Financial Consultants
Location 132 S Swan St, Albany, NY 12210, USA
Phone (518) 434-4383
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Merrill Lynch Wealth Management Advisor Zachary P Haggas
Location 69 State St, Albany, NY 12207, USA
Phone (518) 462-8306
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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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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
Directions
Financial Advisors in Albany, NY

Where Certified Financial Advisors in Albany, NY Serve

Albany, NY is a bustling city with a rich history and vibrant culture. Its skyline is dotted with landmarks such as the State Capitol Building and the Empire State Plaza, which houses the New York State Museum and the Egg Performing Arts Center. The city is also home to top employers like Albany Medical Center, General Electric, and the State University of New York. Navigating Albany is easy thanks to its major highways and streets, including I-90, I-87, and Route 9. Neighborhoods like the historic Center Square, trendy Lark Street, and the family-friendly Pine Hills offer a diverse mix of housing options and amenities. But Albany's true beauty lies in its complexity. From the intricate architecture of its historic buildings to the diverse array of people who call it home, there is always something new to discover in this vibrant city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Albany, NY can benefit greatly from the guidance of a financial advisor. With a thriving economy and a diverse population, Albany offers a unique set of financial challenges and opportunities. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and tax planning. They can also provide guidance on how to manage debt and save for major life events, such as buying a home or starting a family. Additionally, with the recent growth in the tech industry and the rise of small businesses in Albany, a financial advisor can help entrepreneurs and business owners with financial planning and investment strategies to help their businesses thrive. Overall, a financial advisor can be an invaluable resource for residents of Albany, helping them to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Albany, NY could benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, it's important to have insurance coverage that protects against damage from flooding, snowstorms, and other natural disasters. Additionally, Albany is home to many small businesses, and an insurance broker can help these entrepreneurs find affordable coverage that meets their unique needs. With the rising cost of healthcare, an insurance broker can also help residents find health insurance plans that provide adequate coverage without breaking the bank. Overall, an insurance broker can provide invaluable assistance to Albany residents in navigating the complex world of insurance and ensuring that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Albany, NY can benefit greatly from the expertise of a retirement planner. With the high cost of living in the city, it can be challenging for individuals to save enough money for a comfortable retirement. A retirement planner can provide guidance on how to maximize savings and investments, as well as help residents create a personalized retirement plan that takes into account their unique financial goals and circumstances. Additionally, with Albany's diverse population and range of industries, a retirement planner can offer specialized advice for individuals in different professions and stages of life. Whether it's navigating the complexities of social security or developing a comprehensive estate plan, a retirement planner can help Albany residents feel confident and prepared for their golden years.

Wealth Management

Residents of Albany, NY can benefit greatly from the services of a wealth manager. With a wealth manager, residents can receive personalized financial advice and guidance to help them achieve their financial goals. One specific way that a wealth manager can help residents of Albany is by providing guidance on investing in the local economy. Albany is home to a thriving tech industry, as well as a number of universities and hospitals. A wealth manager can help residents identify investment opportunities in these industries, as well as other local businesses, to help them grow their wealth while also contributing to the economic growth of their community. Additionally, a wealth manager can help residents navigate the unique tax laws and regulations in New York State, ensuring they are making the most of their financial resources.

Mortgage Loan Officer

Residents of Albany, NY can greatly benefit from the expertise of a mortgage loan officer when it comes to buying a home. Albany is known for its historic architecture and diverse neighborhoods, which can make navigating the real estate market a bit overwhelming. A mortgage loan officer can help residents understand the various loan options available to them, including FHA and VA loans, and guide them through the pre-approval process. Additionally, with the median home price in Albany being higher than the national average, a loan officer can assist residents in finding the most affordable and appropriate mortgage for their budget and needs. Overall, a mortgage loan officer can be a valuable resource for Albany residents looking to become homeowners in this vibrant and growing city.

Tax Services

Residents of Albany, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on the state and local tax laws specific to Albany. For example, Albany has a 4% sales tax rate, but there are also additional taxes on certain items such as hotel rooms and rental cars. A tax advisor can help residents navigate these complex tax laws and ensure they are filing their taxes correctly. Additionally, a tax advisor can assist with tax planning and strategies to minimize tax liability, which can be especially helpful for residents who own businesses or have complex financial situations. Overall, a tax advisor can provide valuable expertise and peace of mind for residents of Albany, NY.

Estate Planning Lawyer

Residents of Albany, NY can benefit greatly from the services of an estate planning lawyer. With a population of over 97,000, Albany is a bustling city with a diverse community and a rich history. An estate planning lawyer can help residents navigate the complex legal system when it comes to planning for their future and the future of their loved ones. They can assist with creating wills and trusts, establishing powers of attorney, and ensuring that assets are distributed according to the individual's wishes. In a city like Albany, where there are many families with unique needs and situations, an estate planning lawyer can provide tailored advice and solutions to help ensure that their clients' legacies are protected.

Albany, NY Financial Resources

Albany, NY Chamber of Commerce

https://capitalregionchamber.com/

Albany, NY Public Library

https://www.albanypubliclibrary.org/

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