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State DirectoryMutual Funds in Brunswick, NY
1. Nationwide Insurance
8 Grange Rd, Troy, NY 12180
From Business: William Brundige helps families and individuals with auto, home and life insurance, as well as financial products and services.
2. Edward Jones - Financial Advisor: Christopher M Reilly
258 Hoosick St Ste 111, Troy, NY 12180
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…
4. TIAA Financial Services
30 Century Hill Dr Ste 300, Latham, NY 12110
From Business: Our wealth management advisors in TIAA’s Latham, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…
5. Principal Financial Group
637 New Loudon Rd Ste 1, Latham, NY 12110
From Business: This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that…
6. Macdonald, Michael, AGT
678 Troy Schenectady Rd, Latham, NY 12110
From Business: Mike Macdonald is a Licensed Financial Representative with Primerica serving LATHAM and its surrounding areas.
9. The Optimus Group
1745 Route 9 Ste D, Halfmoon, NY 12065
"Great Company, very efficient and personable. They go out of their way for their clients."
12. Edward Jones - Financial Advisor: Roderick D Sipe
125 Wolf Rd Ste 505, Albany, NY 12205
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…
13. Jennifer George - Private Wealth Advisor, Ameriprise Financial Services
1654 Columbia Tpke, Castleton, NY 12033
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. Janney Montgomery Scott
22 Corporate Woods Blvd Ste 402, Albany, NY 12211
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
15. Peter Bazanos - Financial Advisor, Ameriprise Financial Services
5 Palisades Dr Ste 320, Albany, NY 12205
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. Deborah Christopher - Financial Advisor, Ameriprise Financial Services
4 Atrium Dr Ste 200, Albany, NY 12205
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…
17. David Needham - Private Wealth Advisor, Ameriprise Financial Services
4 Atrium Dr Ste 200, Albany, NY 12205
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…
18. Michael Lanuto - Financial Advisor, Ameriprise Financial Services
4 Atrium Dr Ste 200, Albany, NY 12205
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…
19. Jeffrey Miller - Financial Advisor, Ameriprise Financial Services
4 Atrium Dr Ste 200, Albany, NY 12205
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…
20. C L King & Associates
9 Elk St, Albany, NY 12207
From Business: CL King & Associates, founded in 1972, is an independent research firm providing value-oriented research and analysis of investment opportunities for institutional investors.…
21. 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…
22. Alex Davison - Financial Advisor, Ameriprise Financial Services
80 Wolf Rd Ste 1ST, Albany, NY 12205
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. Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services
80 Wolf Rd Ste 1ST, Albany, NY 12205
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. Philip Madonna - Financial Advisor, Ameriprise Financial Services
80 Wolf Rd Ste 1ST, Albany, NY 12205
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…
25. Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services
80 Wolf Rd Ste 1ST, Albany, NY 12205
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…
26. Ryan Dudzic - Financial Advisor, Ameriprise Financial Services
80 Wolf Rd Ste 1ST, Albany, NY 12205
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…
27. Fidelity Investments
59 Wolf Rd, Albany, NY 12205
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
28. Three Buckets Wealth Management - Ameriprise Financial Services
1205 Troy Schenectady Rd Ste 103, Latham, NY 12110
From Business: At Three Buckets Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
29. Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services
1205 Troy Schenectady Rd Ste 103, Latham, NY 12110
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. Kathryn Peterson - Financial Advisor, Ameriprise Financial Services
1205 Troy Schenectady Rd Ste 103, Latham, NY 12110
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…
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