Wealth Management in Schenectady County, NY

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List of Firms

Schenectady County, NY Wealth Management Firms

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RBC Wealth Management
Location 461 Clinton St, Schenectady, NY 12305, USA
Phone (518) 347-6024
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RLP Financial Management
Location 34 N Jay St #2, Schenectady, NY 12305, USA
Phone (518) 370-4020
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John V Rawson III - Morgan Stanley
Location 1212 Troy Schenectady Rd, Latham, NY 12110, USA
Phone (518) 386-2959
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RBC Wealth Management
Location 530 Franklin St, Schenectady, NY 12305, USA
Phone (518) 374-8461
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Mary Irish - Morgan Stanley
Location 1212 Troy Schenectady Rd, Latham, NY 12110, USA
Phone (518) 386-2912
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Tyler Kuznia - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1205 Troy Schenectady Rd Ste 103, Latham, NY 12110, USA
Phone (518) 464-4401
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Wealth Advisory & Management Corporation of America
Location 1574 Union St, Schenectady, NY 12309, USA
Phone (518) 372-6996
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The Mohawk Valley Group - Morgan Stanley
Location 1212 Troy Schenectady Rd, Latham, NY 12110, USA
Phone (518) 386-2904
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Greg Mengel - Thrivent
Location 3418 Carman Rd, Schenectady, NY 12303, USA
Phone (518) 453-3500
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Cash Flow With Benefits
Location 1918 Oakland Ave, Schenectady, NY 12308, USA
Phone (518) 268-0757
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Three Buckets Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1205 Troy Schenectady Rd Ste 103, Latham, NY 12110, USA
Phone (518) 464-4401
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T E Mills Wealth Management
Location 805 NY-50, Burnt Hills, NY 12027, USA
Phone (518) 384-0845
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MDG Capital Management Llc
Location 1509 Union St, Schenectady, NY 12309, USA
Phone (518) 982-0280
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Herweyer Financial
Location 242 Union St, Schenectady, NY 12305, USA
Phone (518) 631-2569
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Del-Sette Capital Management LLC
SEC File# 801-79849
CRD# 159052
4 out of 5
Location 1332 Union St, Schenectady, NY 12308, USA
Phone (518) 793-3851
Directions
SEC File# 801-56786
CRD# 46214
Location 650 Franklin St # 304, Schenectady, NY 12305, USA
Phone (518) 372-5500
Directions
Wealth Management in Schenectady County, NY

Where Wealth Management Advisors in Schenectady County, NY Serve

Schenectady County, nestled in upstate New York, is a vibrant and diverse region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a unique destination. From the iconic Proctors Theatre, a historic venue that has hosted countless Broadway shows and concerts, to the stunning Mohawk River, which offers breathtaking views and outdoor recreational opportunities, Schenectady County has something for everyone. The region is also home to several major employers, including General Electric, Ellis Medicine, and Union College, which provide steady employment opportunities for residents. Additionally, major highways such as I-90 and I-890, as well as bustling streets like State Street and Erie Boulevard, make transportation throughout the county a breeze. Neighborhoods like the Stockade Historic District, which features beautifully preserved colonial architecture, and the bustling downtown area, which is home to a vibrant arts and culture scene, add to the unique character of Schenectady County.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Schenectady County, NY can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to individuals and businesses in the area. With the high cost of living in Schenectady County, NY, many residents may need help managing their finances and saving money. A bank can offer services such as savings accounts, loans, and credit counseling to help individuals and businesses achieve their financial goals. Additionally, Schenectady County, NY is home to many small businesses that may require funding to grow and expand. A bank can provide loans and other financial resources to help these businesses succeed. Furthermore, Schenectady County, NY has a diverse population with varying financial needs. A bank can offer services tailored to different communities, such as bilingual services for non-English speakers and financial education programs for low-income residents. Overall, a bank can play an important role in supporting the financial well-being of Schenectady County, NY residents.

Insurance Broker

Residents of Schenectady County, NY could benefit from the expertise of an insurance broker in a multitude of ways. For instance, an insurance broker could assist residents in navigating the complexities of the healthcare system in Schenectady County, which is home to several major hospitals and medical centers. Additionally, an insurance broker could help residents find affordable and comprehensive insurance coverage for their homes and vehicles, which is particularly important in a county with a high incidence of severe weather events like snowstorms and floods. Furthermore, an insurance broker could provide guidance on the various types of insurance available to small business owners in Schenectady County, which is home to a thriving entrepreneurial community. Overall, the services of an insurance broker could be invaluable to residents of Schenectady County, NY as they seek to protect themselves, their families, and their assets.

Retirement Planning

Residents of Schenectady County, NY can benefit from the expertise of a retirement planner in numerous ways. A retirement planner can help residents of Schenectady County, NY to navigate the complexities of retirement planning, including understanding the tax implications of different investment strategies and identifying the most appropriate investment vehicles for their specific needs. Additionally, a retirement planner can help residents of Schenectady County, NY to plan for the unique challenges and opportunities presented by the local economy, such as the impact of the region's strong manufacturing and technology sectors on investment opportunities. Furthermore, a retirement planner can help residents of Schenectady County, NY to develop a comprehensive financial plan that takes into account their individual goals and priorities, such as paying for college for their children or grandchildren or leaving a legacy for future generations.

Financial Advisor

Residents of Schenectady County, NY can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning, which is especially important in Schenectady County where the median age is 41.4 years old. A financial advisor can assist residents in creating a retirement plan that is tailored to their unique needs and goals, taking into account factors such as their current financial situation, expected future expenses, and desired retirement lifestyle. Additionally, a financial advisor can provide advice on investment options, such as stocks and bonds, that can help residents grow their wealth over time. With the help of a financial advisor, residents of Schenectady County can feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Schenectady County, NY can benefit greatly from the services of a mortgage loan officer. With the county's population of over 150,000 people, the demand for affordable housing is high. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, ensuring that they secure the best possible terms and rates. In addition, Schenectady County has a diverse population, with a significant number of immigrants and low-income families. A mortgage loan officer can help these residents access government-backed programs, such as FHA loans, that are designed to make homeownership more accessible. With their expertise and knowledge of the local real estate market, a mortgage loan officer can be an invaluable resource for residents of Schenectady County looking to achieve their dream of owning a home.

Tax Services

Residents of Schenectady County, NY could benefit from a tax advisor in a variety of ways. One specific area where a tax advisor could be helpful is in navigating the unique tax laws and regulations of New York State. For example, Schenectady County has a local sales tax rate of 4%, which is higher than the state average. A tax advisor could provide guidance on how to properly calculate and report sales tax in order to avoid penalties and fines. Additionally, New York State has a number of tax credits and deductions that residents may be eligible for, such as the Empire State Child Tax Credit and the Excelsior Jobs Program. A tax advisor could help residents understand these programs and how to take advantage of them to reduce their tax burden. Overall, working with a tax advisor can provide valuable insights and strategies for minimizing taxes and maximizing financial well-being for residents of Schenectady County.

Estate Planning Lawyer

Residents of Schenectady County, NY can benefit greatly from the services of an estate planning lawyer. These legal professionals can assist in creating a comprehensive plan for the distribution of assets upon death, including wills, trusts, and powers of attorney. Additionally, estate planning lawyers can help with the management of assets during life, such as setting up a trust for a disabled family member or establishing a business succession plan. Given Schenectady County's diverse population, an estate planning lawyer can also provide guidance on unique issues such as protecting assets from nursing home costs or navigating the complexities of probate court. With the help of an estate planning lawyer, residents of Schenectady County can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

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