Investment Management in Schenectady, NY

Mc Neil Peter M - Investment Management
(518) 381-6099
116 State St
Schenectady, NY 12305
CLOSED NOW

From Business: For over 30 years, we have provided tax preparation, tax and estate planning, bookkeeping services, tax and investment consulting, tax problem resolution, and…

Edward Jones - Financial Advisor: Nicholas J Trotta - Investments
(518) 386-2202
2317 Balltown Rd Ste 103
Schenectady, NY 12309
CLOSED NOW

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…

Kellman Barnes Financial Planning - Financial Planners
(518) 372-5500
1473 Erie Blvd Ste 202
Schenectady, NY 12305
CLOSED NOW

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…

Commonwealth Financial Network - Investment Advisory Service
(518) 346-2726
650 Franklin St Ste 204
Schenectady, NY 12305
CLOSED NOW
Sip Financial Services - Financial Planning Consultants
(518) 384-2800
6 Miracle Ln
Schenectady, NY 12302
CLOSED NOW
Capital Financial Services - Investment Advisory Service
(518) 384-2800
133 Saratoga Rd Ste 2
Schenectady, NY 12302
CLOSED NOW
Morgan Stanley Wealth Management - Investments
(518) 386-2900
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…

Wealth Advisory Group - Investment Management
(518) 867-3210
1207 Troy Schenectady Rd Ste 201
Latham, NY 12110
CLOSED NOW

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…

GXS Asset Management - Investment Management
(518) 783-2059
11 British American Blvd
Latham, NY 12110
Adirondack Small Cap Fund - Investment Management
(518) 690-0470
2390 Western Ave
Guilderland, NY 12084
CLOSED NOW
Sommerset Real Estate Investment Corporation - Investment Management
(518) 280-6800
11 Kimberly Ct
Clifton Park, NY 12065
Complete Asset Recovery - Investment Management
(518) 861-5499
Po Box 968
Guilderland, NY 12084
Edward Jones - Financial Advisor: Khooshbu Bassi - Investments
(518) 399-5087
801 State Route 50
Burnt Hills, NY 12027
CLOSED NOW

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…

Three Buckets Wealth Management - Ameriprise Financial Services - Financial Planning Consultants
(518) 464-4401
1205 Troy Schenectady Rd Ste 103
Latham, NY 12110
CLOSED NOW

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…

Carl Nicolosi - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 400-1099
56 Clifton Country Rd Ste 102
Clifton Park, NY 12065
CLOSED NOW

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…

Creative Pension Consultants - Financial Planners
(518) 452-8139
433 New Karner Rd
Albany, NY 12205
CLOSED NOW
Northeast Capital & Advisory - Investment Advisory Service
(518) 786-0100
7 Airport Park Blvd
Latham, NY 12110
Stokes Mary Financial Planning - Financial Planning Consultants
(518) 690-0518
292 Washington Avenue Ext
Albany, NY 12203
Leverpoint Management - Mutual Funds

24. Leverpoint Management

Years in Business Icon
17 Years
in Business
BBB Rating Icon
Accredited
Business
(518) 373-5500
5 Maxwell Dr Ste 135
Clifton Park, NY 12065
CLOSED NOW
Farrell Peter A Investment Management - Investments
(518) 462-4979
435 New Karner Rd
Albany, NY 12205
Madison Wealth Managers - Investment Management
(518) 348-7770
659 Plank Rd
Clifton Park, NY 12065
CLOSED NOW

From Business: We founded Madison Wealth Managers in 2009. After gaining extensive experience in wire house environments such as UBS; Goldman Sachs; A.G. Edwards; and Merrill…

Tellstone, Jonathan - Investment Management
(518) 782-4074
26 Century Hill Dr
Latham, NY 12110
CLOSED NOW

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

RBC Wealth Management Branch - Capital Region - Investment Management
(518) 432-1450
455 Patroon Creek Blvd Ste 200
Albany, NY 12206
CLOSED NOW

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…

The LOSAP Group - Investment Management
(518) 432-5083
455 Patroon Creek Blvd Ste 200
Albany, NY 12206
CLOSED NOW

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…

ADK Wealth Management Group - Investment Management
(518) 432-5170
455 Patroon Creek Blvd Ste 200
Albany, NY 12206
CLOSED NOW

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…

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