Financial Planners in Scotia, NY

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1. Kellman Barnes Financial Planning

Kellman Barnes Financial Planning

1473 Erie Blvd Ste 202, Schenectady, NY 12305

CLOSED NOW:8:00 am - 5:00 pm

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. Annuity General

Annuity General

Serving the Scotia Area

OPEN 24 HOURS

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…

9. Sean Akins - TD Wealth Financial Advisor

Sean Akins - TD Wealth Financial Advisor

2301 Nott St E, Niskayuna, NY 12309

CLOSED NOW:Closed

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

10. Edward Jones - Financial Advisor: Nicholas J Trotta

Edward Jones - Financial Advisor: Nicholas J Trotta

2317 Balltown Rd Ste 103, Schenectady, NY 12309

CLOSED NOW:8:30 am - 5:00 pm

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…

YP
103 Years
in Business

11. 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…

16. David Hawley - Thrivent

David Hawley - Thrivent

3418 Carman Rd, Schenectady, NY 12303

CLOSED NOW:Closed

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,…

17. 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…

18. 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…

19. Mark Wells - Financial Advisor, Ameriprise Financial Services

Mark Wells - 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…

20. 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…

21. Wells Fargo Advisors

Wells Fargo Advisors

40 British American Blvd, Latham, NY 12110

CLOSED NOW:8:00 am - 9:00 pm

23. LPL Financial, LLC. | Joshua Duvall

LPL Financial, LLC. | Joshua Duvall

855 Route 146 Ste 105, Clifton Park, NY 12065

CLOSED NOW:Closed
YP
12 Years
in Business

24. Edward Jones - Financial Advisor: Khooshbu Bassi

Edward Jones - Financial Advisor: Khooshbu Bassi

801 State Route 50, Burnt Hills, NY 12027

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
103 Years
in Business

25. Steve Warren - Thrivent

Steve Warren - Thrivent

3418 Carman Rd, Schenectady, NY 12303

CLOSED NOW:Closed

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,…

26. Greg Mengel - Thrivent

Greg Mengel - Thrivent

3418 Carman Rd, Schenectady, NY 12303

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Greg Mengel is committed to providing financial advice,…

27. Mengel Morse and Associates

Mengel Morse and Associates

3418 Carman Rd, Schenectady, NY 12303

CLOSED NOW:Closed

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…

28. Simon Blattstein - Thrivent

Simon Blattstein - Thrivent

3418 Carman Rd, Schenectady, NY 12303

CLOSED NOW:Closed

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,…

29. 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…

30. 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…

We found 140 results for Financial Planners in or near Scotia, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Advisory Service. 5 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Campus Area, Downtown Albany, and Dunes.