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Map of Ballston Lake, NY

Financial Services in Ballston Lake, NY

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2. Saratoga National Bank

Saratoga National Bank

171 S Broadway, Saratoga Springs, NY 12866

CLOSED NOW:9:00 am - 4:00 pm

From Business: We have been serving this region and helping our neighbors achieve their financial goals since 1988, and we're proud to serve as a cornerstone in the community through…

YP
37 Years
in Business

3. Jefferson Solutions, Inc.

Jefferson Solutions, Inc.

14 Brittany Oaks, Clifton Park, NY 12065

CLOSED NOW:9:00 am - 5:00 pm

From Business: GASB 43 and 45 are some of the most important accounting standards ever issued that will impact government and municipal employers. Understanding, valuing and correctly…

YP
21 Years
in Business

6. Colonial Transfer

Colonial Transfer

4 Corporate Dr, Halfmoon, NY 12065

CLOSED NOW:9:00 am - 5:00 pm
YP
21 Years
in Business

7. Nicotera Wealth Management

Nicotera Wealth Management

313 Ushers Rd, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 5:00 pm

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…

YP
27 Years
in Business

8. Edward Jones - Financial Advisor: Christopher Nyhan, AAMS™

Edward Jones - Financial Advisor: Christopher Nyhan, AAMS™

801 State Route 50, Burnt Hills, NY 12027

CLOSED NOW:8:00 am - 4:00 pm

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…

YP
103 Years
in Business

9. Edward Jones - Financial Advisor: Jon Connell, CFP®|WMCP®

Edward Jones - Financial Advisor: Jon Connell, CFP®|WMCP®

2452 Route 9 Ste 103, Mechanicville, NY 12118

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…

10. Chase Bank

Chase Bank

20 Park Ave, Clifton Park, NY 12065

CLOSED NOW:9:00 am - 5:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

11. Darryl Teal - Private Wealth Advisor, Ameriprise Financial Services

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…

12. Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services

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…

13. Edward Jones - Financial Advisor: Michael DeMarco

Edward Jones - Financial Advisor: Michael DeMarco

220 Church Ave Ste 3, Ballston Spa, NY 12020

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

14. Carl Nicolosi - Financial Advisor, Ameriprise Financial Services

Carl Nicolosi - Financial Advisor, Ameriprise Financial Services

56 Clifton Country Rd Ste 102, Clifton Park, NY 12065

CLOSED NOW:9:00 am - 5:00 pm

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. Edward Jones - Financial Advisor: Khooshbu Bassi, CEPA®

Edward Jones - Financial Advisor: Khooshbu Bassi, CEPA®

675 Grooms Rd # 206, Clifton Park, NY 12065

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…

YP
103 Years
in Business

16. Edelman Financial Engines

Edelman Financial Engines

28 Corporate Dr Ste 101, Halfmoon, NY 12065

CLOSED NOW:8:30 am - 5:00 pm

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…

17. Edward Jones - Financial Advisor: Brandon J Bogardus, CFP®

Edward Jones - Financial Advisor: Brandon J Bogardus, CFP®

21 Corporate Dr Ste 108, Halfmoon, NY 12065

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…

YP
103 Years
in Business

18. Bankers Conseco Life Insurance Company

Bankers Conseco Life Insurance Company

646 Plank Rd Ste 206, Clifton Park, NY 12065

From Business: With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in…

19. Launch Financial Group

Launch Financial Group

331 Ushers Rd Ste 106, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 6:00 pm

From Business: Discover tailored financing solutions for real estate investments with Launch Financial Group. From traditional properties to Airbnb ventures, we provide smart lending options…

20. Tim Murphy - M&T Bank

Tim Murphy - M&T Bank

313 Ushers Rd, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 5:00 pm

From Business: Tim Murphy has invested more than 28 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing…

21. Jim Morahan - M&T Bank

Jim Morahan - M&T Bank

313 Ushers Rd, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 5:00 pm

From Business: Jim Morahan has invested more than 31 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

22. Farhad Khosravi - M&T Bank

Farhad Khosravi - M&T Bank

313 Ushers Rd, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 5:00 pm

From Business: Farhad Khosravi has invested more than 18 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

23. Paul Hurley - M&T Bank

Paul Hurley - M&T Bank

313 Ushers Rd, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 5:00 pm

From Business: Paul Hurley has invested more than 26 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

24. Ryan Raco - M&T Bank

Ryan Raco - M&T Bank

313 Ushers Rd, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 5:00 pm

From Business: Ryan Raco has invested more than 10 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing…

25. Andy Rubino - M&T Bank

Andy Rubino - M&T Bank

313 Ushers Rd, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 5:00 pm

From Business: Andy Rubino has invested more than 20 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

26. Edward Jones - Financial Advisor: Khooshbu Bassi

Edward Jones - Financial Advisor: Khooshbu Bassi

801 State Route 50, Burnt Hills, NY 12027

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
103 Years
in Business

27. Wells Fargo Advisors

Wells Fargo Advisors

37 Henry St Ste 201, Saratoga Springs, NY 12866

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

28. Primerica

Primerica

258 Ushers Rd, Clifton Park, NY 12065

From Business: Jason Kitchell is a Licensed Financial Representative with Primerica serving CLIFTON PARK and its surrounding areas.

29. Adam Roberts, Financial Consultant

Adam Roberts, Financial Consultant

5 Maxwell Dr Ste 100, Clifton Park, NY 12065

OPEN 24 HOURS

From Business: Retirement Planning Wealth Management Tax Reduction/Mitigation Estate Planning & Transfer of Wealth Life & Long-Term Care Protection College/Education Savings Planning

30. Kevin P Bailey - Chase Home Lending Advisor - NMLS ID 834927

Kevin P Bailey - Chase Home Lending Advisor - NMLS ID 834927

20 Park Ave, Clifton Park, NY 12065

From Business: Kevin proudly serves clients in the Capital District. Kevin has 12 years of experience as a Senior Home Lending Advisor and specializes in preapproval, low-to-moderate income…