Financial Planning Consultants 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…

12. Merriam Agency

Merriam Agency

376 Broadway, Schenectady, NY 12305

CLOSED NOW:8:30 am - 4:30 pm
YP
130 Years
in Business

16. Zalucki & Halstead LLP

Zalucki & Halstead LLP

1776 Union St Ste 2, Schenectady, NY 12309

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

From Business: Zalucki & Halstead LLP, CPAs is a full-service accounting firm serving clients throughout the Schenectady, New York area, dedicated to providing our clients with professional,…

21. Empire State Asset Management

Empire State Asset Management

1019 Keyes Ave, Schenectady, NY 12309

CLOSED NOW:9:00 am - 4:00 pm

"Great response time and the staff is extremely friendly!"

23. Steven R. Jones, CPA, P.C.

Steven R. Jones, CPA, P.C.

133 Saratoga Rd Ste 5, Schenectady, NY 12302

OPEN NOW:8:30 am - 5:30 pm

From Business: CPA services to the small business owner and individuals including all aspects of tax preparation and planning, financial reporting and QuickBooks Professional Advisor…

YP
33 Years
in Business

24. 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

25. Citizens

Citizens

1725 Altamont Ave, Schenectady, NY 12303

CLOSED NOW:9:00 am - 4:00 pm

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…

26. 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…

27. First New York Federal Credit Union

First New York Federal Credit Union

1776 Union St, Niskayuna, NY 12309

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

"Horrible service... Long wait and it seems every time I go into this Branch they are training someone. No one seems to know what they are doing and they are stepping over each…"