Investments in Ballston Lake, NY

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1. 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

2. 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

3. 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

5. Trustco Bank

Trustco Bank

43 Round Lake Rd, Ballston Lake, NY 12019

CLOSED NOW:Closed

From Business: Trustco Bank has been the low-cost provider of high-quality products and services since opening for business in 1902. 100 years later, the company began a large expansion,…

YP
123 Years
in Business

7. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the Ballston Lake Area

OPEN NOW:9:00 am - 8:00 pm

From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

8. Annuity General

Annuity General

Serving the Ballston Lake Area

OPEN 24 HOURS

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. Mad Investing

Mad Investing

40 Harmon Rd, Schenectady, NY 12302

10. Pioneer Bank

Pioneer Bank

1208 Route 146, Clifton Park, NY 12065

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

From Business: 24hr Drive-Up ATM Drive Thru Night Deposit

Amenities:
Wheelchair accessible

14. Trustco Bank

Trustco Bank

1 Sarnowski Dr, Schenectady, NY 12302

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

From Business: Trustco Bank has been the low cost provider of high quality products and services since opening for business in 1902 in the upstate town of Schenectady, New York. Throughout…

YP
123 Years
in Business

15. Morgan Stanley Wealth Management

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…

16. Holistic Wealth Advisors

Holistic Wealth Advisors

5 Southside Dr Suite 204, Clifton Park, NY 12065

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

From Business: The HWA Team is a powerful resource. Our approach is based on honesty, integrity and a highly personalized level of client service. Our combined experience brings a unique…

17. Canty Financial Management

Canty Financial Management

20 Church Ave, Ballston Spa, NY 12020

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

"Great Service, Professional Guidance"

21. Fuerst Robert A

Fuerst Robert A

1221 Union St, Schenectady, NY 12308

22. Merriam, Megan

Merriam, Megan

3 Hemphill Pl, 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…

23. Baringer, John, CFP

Baringer, John, CFP

3 Hemphill Pl, Malta, NY 12020

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…

24. 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…

25. Citizens

Citizens

1 Municipal Plz, Clifton Park, NY 12065

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

From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…

26. 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

27. Spraker, Justin, AGT

Spraker, Justin, AGT

7 Southside Dr, Clifton Park, NY 12065

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

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…

28. Dahoda, Louis A

Dahoda, Louis A

800 Route 146, Clifton Park, NY 12065

CLOSED NOW:8:30 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…

29. 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…

30. Megan Merriam - Financial Advisor, Ameriprise Financial Services

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…