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State DirectoryFinancial Planners in Ballston Lake, NY
1. Edward Jones - Financial Advisor: Khooshbu Bassi
801 State Route 50, Burnt Hills, NY 12027
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
2. Edward Jones - Financial Advisor: Christopher Nyhan, AAMS™
801 State Route 50, Burnt Hills, NY 12027
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
3. Nicotera Wealth Management
313 Ushers Rd, Ballston Lake, NY 12019
From Business: Established in 1998, Nicotera Wealth Management provides comprehensive financial planning and investment management to clients in the Albany, Clifton Park, Saratoga Springs and…
4. Annuity General
Serving the Ballston Lake Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
9. Spraker, Justin, AGT
7 Southside Dr, Clifton Park, NY 12065
From Business: The advisor listed is an Ameriprise financial advisor in Clifton Park. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…
10. Darryl Teal - Private Wealth Advisor, Ameriprise Financial Services
3 Hemphill Pl Ste 110, Malta, NY 12020
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
11. Megan Merriam - Financial Advisor, Ameriprise Financial Services
3 Hemphill Pl Ste 110, Malta, NY 12020
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
12. John Baringer - Private Wealth Advisor, Ameriprise Financial Services
3 Hemphill Pl Ste 110, Malta, NY 12020
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
13. Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services
1 Hemphill Pl Ste 104, Malta, NY 12020
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
14. Tristin Hotaling - Financial Advisor, Ameriprise Financial Services
1 Hemphill Pl Ste 104, Malta, NY 12020
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
15. Carl Nicolosi - Financial Advisor, Ameriprise Financial Services
56 Clifton Country Rd Ste 102, Clifton Park, NY 12065
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
16. Merrill Lynch Wealth Management
449 Route 146, Halfmoon, NY 12065
From Business: Welcome to Merrill Lynch in Clifton Park, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
17. Edelman Financial Engines
28 Corporate Dr Ste 101, Halfmoon, NY 12065
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
18. LPL Financial, LLC. | Joshua Duvall
855 Route 146 Ste 105, Clifton Park, NY 12065
19. Kellman Barnes Financial Planning
1473 Erie Blvd Ste 202, Schenectady, NY 12305
From Business: After serving the Schenectady community for 37 years as Wright and Barnes Investments, we are happy to announce that we continue to serve the area as Kellman Barnes Financial…
20. Adam Roberts, Financial Consultant
5 Maxwell Dr Ste 100, Clifton Park, NY 12065
From Business: Retirement Planning Wealth Management Tax Reduction/Mitigation Estate Planning & Transfer of Wealth Life & Long-Term Care Protection College/Education Savings Planning
21. Madison Wealth Managers
646 Plank Rd Ste 200, Clifton Park, NY 12065
From Business: We founded Madison Wealth Managers in 2009. After gaining extensive experience in wire house environments such as UBS; Goldman Sachs; A.G. Edwards; and Merrill Lynch, our group…
22. Morgan Stanley Wealth Management
1448 Balltown Rd, Niskayuna, NY 12309
From Business: Morgan Stanley Smith Barney is one of the leading wealth management firms in the global market. Based in Niskayuna, N.Y., the firm offers brokerage and investment advisory…
