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State DirectoryInvestment Management in Rotterdam Junction, NY
1. Edward Jones - Financial Advisor: Guillermo Trujillo, AAMS™
115 Saratoga Rd Ste 120, Glenville, NY 12302
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. Mc Neil Peter M
116 State St, Schenectady, NY 12305
From Business: For over 30 years, we have provided tax preparation, tax and estate planning, bookkeeping services, tax and investment consulting, tax problem resolution, and many other…
4. Olsen Investment Management
4809 State Highway 30, Amsterdam, NY 12010
6. 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…
7. 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…
8. 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…
10. Commonwealth Financial Network
650 Franklin St Ste 204, Schenectady, NY 12305
13. Madison Wealth Managers
659 Plank Rd, 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…
14. Capital Saratoga Wealth Management
3 Hemphill Pl Ste 114, Ballston Spa, NY 12020
From Business: Capital Saratoga Wealth Management is a financial services firm located in Ballston Spa, NY. They offer a wide range of financial services, including investments, bonds, common…
15. Tellstone, Jonathan
26 Century Hill Dr, Latham, NY 12110
From Business: Welcome to Merrill Lynch in Latham, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
16. Gentile, Matthew, AGT
80 Wolf Rd, 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. 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…
28. 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…
29. Wealth Advisory Group
1207 Troy Schenectady Rd Ste 201, Latham, NY 12110
From Business: Wealth Advisory Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…
30. 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…