Mutual Funds 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…
2. Wealth Advisory & Management Corporation of America
1574 Union St, Schenectady, NY 12309
3. 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…
4. Nationwide Insurance: William J. Freyer
1650 State St, Schenectady, NY 12304
From Business: With our agency, you will feel right at home. Our top priority is doing what is best for our members. Whether it is buying a new vehicle or filing a claim, our agency will be…
5. 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…
6. North Country Insurance
1851 Chrisler Ave, Schenectady, NY 12303
7. 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…
8. 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…
9. 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…
10. 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…
11. 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…
12. Next Financial Group
1815 State St, Schenectady, NY 12304
13. Prudential Financial
40 British American Blvd, Latham, NY 12110
14. Godfrey Financial Associates Inc.
19 British American Blvd E, Latham, NY 12110
15. Leverpoint Management
855 Route 146 Ste 250, Clifton Park, NY 12065
16. The Optimus Group
1745 Route 9 Ste D, Halfmoon, NY 12065
"Great Company, very efficient and personable. They go out of their way for their clients."
17. Adirondack Funds
26 Vly Rd, Albany, NY 12205
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. Edelman Financial Engines
28 Corporate Dr Ste 101, Halfmoon, NY 12065
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…
21. 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…
22. 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…
23. Fidelity Investments
59 Wolf Rd, Albany, NY 12205
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
24. Derek Shoden - 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…
25. 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…
26. 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…
27. Edward Jones - Financial Advisor: Roderick D Sipe
125 Wolf Rd Ste 505, Albany, NY 12205
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…
28. 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,…
29. Principal Financial Group
637 New Loudon Rd Ste 1, Latham, NY 12110
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…
30. LPL Financial, LLC. | Joshua Duvall
855 Route 146 Ste 105, Clifton Park, NY 12065
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