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Map of Round Lake, NY

Mutual Funds in Round Lake, NY

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1. 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…

2. 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…

3. Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services

Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services

1 Hemphill Pl Ste 104, 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…

4. Tristin Hotaling - Financial Advisor, Ameriprise Financial Services

Tristin Hotaling - Financial Advisor, Ameriprise Financial Services

1 Hemphill Pl Ste 104, 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…

8. The Optimus Group

The Optimus Group

1745 Route 9 Ste D, Halfmoon, NY 12065

CLOSED NOW:

"Great Company, very efficient and personable. They go out of their way for their clients."

YP
18 Years
in Business

9. Leverpoint Management

Leverpoint Management

855 Route 146 Ste 250, Clifton Park, NY 12065

CLOSED NOW:9:00 am - 12:00 pm

10. Nationwide Insurance

Nationwide Insurance

35 Milton Ave, Ballston Spa, NY 12020

CLOSED NOW:

From Business: Shopping for financial products can get frustrating, but at Nationwide Insurance in Ballston Spa, we make it easier. Let us help you save more money, give us a call today!

11. Carl Nicolosi - Financial Advisor, Ameriprise Financial Services

Carl Nicolosi - Financial Advisor, Ameriprise Financial Services

56 Clifton Country Rd Ste 102, Clifton Park, NY 12065

CLOSED NOW:Closed

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…

12. Edelman Financial Engines

Edelman Financial Engines

28 Corporate Dr Ste 101, Halfmoon, NY 12065

CLOSED NOW:Closed

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…

13. Saratoga National Bank

Saratoga National Bank

171 S Broadway, Saratoga Springs, NY 12866

CLOSED NOW:9:00 am - 1:00 pm

From Business: The Saratoga National Bank and Trust Company offers a variety of personal and commercial banking services. It offers a range of personal loans that include consumer, home…

YP
36 Years
in Business

14. LPL Financial, LLC. | Joshua Duvall

LPL Financial, LLC. | Joshua Duvall

855 Route 146 Ste 105, Clifton Park, NY 12065

CLOSED NOW:Closed
YP
11 Years
in Business

16. Bruno & Bruno Financial Services

Bruno & Bruno Financial Services

7 Court St, Saratoga Springs, NY 12866

CLOSED NOW:Closed

From Business: When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully.…

17. Saratoga Wealth

Saratoga Wealth

340 Broadway Ste 8, Saratoga Springs, NY 12866

CLOSED NOW:

From Business: Based in Saratoga Springs, N.Y., Saratoga Wealth Advisors, LLC is a provider of complete financial counsel to individuals seeking tax, estate, retirement and investment…

18. 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…

19. Kellman Barnes Financial Planning

Kellman Barnes Financial Planning

1473 Erie Blvd Ste 202, Schenectady, NY 12305

CLOSED NOW:Closed

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…

20. Wealth Advisory Group

Wealth Advisory Group

1207 Troy Schenectady Rd Ste 201, Latham, NY 12110

CLOSED NOW:Closed

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…

21. Three Buckets Wealth Management - Ameriprise Financial Services

Three Buckets Wealth Management - Ameriprise Financial Services

1205 Troy Schenectady Rd Ste 103, Latham, NY 12110

CLOSED NOW:Closed

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…

22. Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services

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…

23. Kathryn Peterson - Financial Advisor, Ameriprise Financial Services

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…

24. TIAA Financial Services

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,…

25. Mac Donald, Michael, AGT

Mac Donald, 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.