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State DirectoryInvestments in Rotterdam Junction, NY
1. Colonial Group Metals LLC
Serving the Rotterdam Junction 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 Rotterdam Junction 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. 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…
4. Trustco Bank
141 W Campbell Rd, Rotterdam, NY 12306
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,…
6. Farmers Insurance Frank Casler Agency
1451 State Highway 5S, Amsterdam, NY 12010
From Business: Farmers is in the business of helping our customers get back where they belong when the unexpected happens. Emergency planning can help you prepare for life's setbacks and to…
7. 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…
8. Trustco Bank
1 Sarnowski Dr, Schenectady, NY 12302
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…
9. 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…
12. 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…
13. 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…
14. Citizens
1725 Altamont Ave, Schenectady, NY 12303
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…
15. Steve Warren - Thrivent
3418 Carman Rd, Schenectady, NY 12303
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Warren is committed to providing financial advice,…
16. Mengel Morse and Associates
3418 Carman Rd, Schenectady, NY 12303
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mengel Morse and Associates is committed to providing…
17. Simon Blattstein - Thrivent
3418 Carman Rd, Schenectady, NY 12303
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Simon Blattstein is committed to providing financial advice,…
18. Hawley, David, LUTCF
3418 Carman Rd, Schenectady, NY 12303
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. David Hawley is committed to providing financial advice,…
19. Pioneer Bank
1208 Route 146, Clifton Park, NY 12065
From Business: 24hr Drive-Up ATM Drive Thru Night Deposit
Wheelchair accessible20. 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…
21. Wealth Advisory & Management Corporation of America
1574 Union St, Schenectady, NY 12309
Wheelchair accessible
25. 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…
26. Nicotera Wealth Management
313 Ushers Rd, Ballston Lake, NY 12019
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…
27. Holistic Wealth Advisors
5 Southside Dr Suite 204, Clifton Park, NY 12065
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…
28. Canty Financial Management
20 Church Ave, Ballston Spa, NY 12020
"Great Service, Professional Guidance"
29. TIAA Financial Services
30 Century Hill Dr, Latham, NY 12110
From Business: Our wealth management advisors in TIAAs Latham, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…