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Map of Scotia, NY

Financial Planners in Scotia, NY

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31. 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…

37. The Di Bella Financial Group, LLC.

The Di Bella Financial Group, LLC.

7 Executive Centre Dr Ste 2, Albany, NY 12203

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

From Business: We provide estate, business, and tax planning to affluent families and business owners.We help clients determine their objectives for business and estate planning and then work…

YP
48 Years
in Business

38. Edelman Financial Engines

Edelman Financial Engines

28 Corporate Dr Ste 101, Halfmoon, NY 12065

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

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…

39. Legacy Wealth Group - Empire Financial Advisors

Legacy Wealth Group - Empire Financial Advisors

3 Lear Jet Ln Ste 200, Latham, NY 12110

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

From Business: Welcome to Legacy Wealth Group, where financial planning is not just about numbers; it's about building enduring relationships. Our commitment goes beyond managing wealth; it's…

40. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

449 Route 146, Halfmoon, NY 12065

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Clifton Park, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

41. Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services

Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

42. Philip Madonna - Financial Advisor, Ameriprise Financial Services

Philip Madonna - Financial Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

43. Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services

Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

44. George Amedore III - Financial Advisor, Ameriprise Financial Services

George Amedore III - Financial Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

45. Matthew Gentile - Associate Financial Advisor, Ameriprise Financial Services

Matthew Gentile - Associate Financial Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

46. Ryan Dudzic - Financial Advisor, Ameriprise Financial Services

Ryan Dudzic - Financial Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

47. 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,…

48. Principal Financial Group

Principal Financial Group

637 New Loudon Rd Ste 1, Latham, NY 12110

CLOSED NOW:8:00 am - 4:00 pm

From Business: This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that…

49. James Watkinson - RBC Wealth Management Financial Advisor

James Watkinson - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

50. Timothy Distefano - RBC Wealth Management Financial Advisor

Timothy Distefano - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

51. Brittney Fields-Morrison - RBC Wealth Management Financial Advisor

Brittney Fields-Morrison - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

52. Thomas Brockley - RBC Wealth Management Financial Advisor

Thomas Brockley - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

53. Teri Schuerlein - RBC Wealth Management Financial Advisor

Teri Schuerlein - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

54. Jennifer Ludwig - RBC Wealth Management Financial Advisor

Jennifer Ludwig - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

55. Nikki Haskins - RBC Wealth Management Financial Advisor

Nikki Haskins - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

56. Peter Gregory - RBC Wealth Management Financial Advisor

Peter Gregory - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

57. Nick Rossetti - RBC Wealth Management Financial Advisor

Nick Rossetti - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY 12206

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

58. 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…

59. 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…

60. John Baringer - Private Wealth Advisor, Ameriprise Financial Services

John Baringer - Private Wealth Advisor, Ameriprise Financial Services

3 Hemphill Pl Ste 110, Malta, NY 12020

CLOSED NOW:9:00 am - 5:00 pm

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…