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State DirectoryInvestments in New York, NY
1. Colonial Group Metals LLC
Serving the NY Area
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…
2. Annuity General
Serving the NY 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…
3. Lane Appraisals Inc
178 Myrtle Blvd, Ste 102, Larchmont, NY 10538
From Business: Servicing the Hudson Valley and Albany areas with over 90 years of experience.We specialize in residential and commercial Appraisals, Real Estate Consulting and Matrimonial…
4. Legacy Planning Partners
510 Glen St., Glens Falls, NY 12801
From Business: We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a…
5. Moran Insurance Agency, Inc.
6500 East Seneca Turnpike, Jamesville, NY 13078
From Business: In our agency, we take great pride in the quality of service we provide for our customers. Whether our clients need help filing a claim, processing a payment, or just…
6. Vahanian & Associates Financial Planning Inc
60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866
From Business: Nationally Recognized but close to home. As a mainstay in Saratoga since 1986, Vahanian & Associates offers investment management, retirement and financial planning guidance to…
7. Purshe Kaplan Sterling Investments
80 State Street, Albany, NY 12207
From Business: With offices in over 100 cities throughout the country, Purshe Kaplan Sterling Investments is an Albany, New York-based firm, which truly has a local presence and a national…
8. Faith Sigler & Associate
13 Chrisfield Avenue, Johnson City, NY 13790
From Business: Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Faith Sigler & Associates,…
9. Lincoln Investment Smart Capital Management
1 Mansion St, Coxsackie, NY 12051
From Business: Smart Capital Management, LLC is a company providing you with confidence. We have over 24 years of experience working with and being referred by a client list of successful…
10. Park Avenue Securities
800 Westchester Ave, Ste N409, Rye Brook, NY 10573
From Business: Since our intrepid beginning, over 80 years ago, Strategies for Wealth has boldly risen to transform the conversation around money and planning. Were committed to making the…
12. Cash Tobin L CPA
2 Oxford Terrace, Gloversville, NY 12078
14. Fidelity Investments
2070 Broadway, New York, NY 10023
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…
15. Fidelity Investments
1130 Franklin Ave, Garden City, NY 11530
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…
Wheelchair accessible17. 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…
18. Castleoak Securities
110 E 59th St, New York, NY 10022
From Business: CastleOak is a New York based boutique investment bank with regional offices in Chicago, Atlanta and Portland. It is managed by a team of seasoned bankers with an average of…
20. National Financial Network, Inc
261 Madison Ave 27th Fl, New York, NY 10016
From Business: Since 1951, National Financial Network (NFN) has been a trusted financial services organization providing comprehensive solutions for individuals, businesses, and corporations.…
21. Royal Alliance Associates
5350 Main St, Williamsville, NY 14221
From Business: Georgetown Capital is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed…
22. Glens Falls National Bank
250 Glen St, Glens Falls, NY 12801
From Business: Since 1851, we have been serving this region and helping our neighbors achieve their financial goals. We're the oldest corporation in Warren County, New York, and we're proud…
27. Greenwood Commercial Investment Realtors
1020 7th North St, Liverpool, NY 13088
28. Knight Capital Markets
100 Manhattanville Rd, Purchase, NY 10577
From Business: "Knight Capital Markets operates in the over-the-counter market for New York Stock Exchange and American Stock Exchange listed securities. The company is a member of the…
30. Socha Financial Group
181 E 2nd St, Corning, NY 14830
"Best financial advisor you could ever find!!!"
Wheelchair accessible