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State DirectoryFinancial Planners in Scotia, NY
1. 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…
5. Commonwealth Financial Network
650 Franklin St Ste 204, Schenectady, NY 12305
8. Annuity General
Serving the Scotia 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…
9. Edward Jones - Financial Advisor: Nicholas J Trotta
2317 Balltown Rd Ste 103, Schenectady, NY 12309
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…
10. 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. Lawrence & Pearson Associates
1576 State St, Schenectady, NY 12304
15. Grant Mengel - 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. Grant Mengel is committed to providing financial advice,…
16. David Hawley - 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. David Hawley is committed to providing financial advice,…
17. 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…
18. 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. 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…
20. Spraker, Justin, AGT
7 Southside Dr, Clifton Park, NY 12065
From Business: The advisor listed is an Ameriprise financial advisor in Clifton Park. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…
22. Creative Pension Consultants
433 New Karner Rd, Albany, NY 12205
23. LPL Financial, LLC. | Joshua Duvall
855 Route 146 Ste 105, Clifton Park, NY 12065
25. 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…
26. 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,…
27. 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,…
28. 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…
29. 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…
30. 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…