Mutual Funds in Waterford, NY

Edward Jones - Financial Advisor: Louis A Dahoda - Investments
(518) 371-0740
1471 Route 9
Halfmoon, NY 12065
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…

Edelman Financial Engines - Financial Planners
(833) 752-6333
28 Corporate Dr Ste 101
Halfmoon, NY 12065
CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you…

TIAA Financial Services - Financial Planners
(866) 842-2046
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…

Demaria Financial - Financial Planning Consultants
(518) 383-5544
3 Executive Park Dr Ste 2
Halfmoon, NY 12065
HSBC - Banks
(800) 975-4722
782 Hoosick Rd
Troy, NY 12180
OPEN NOW
Purshe Kaplan Sterling Investments - Mutual Funds
(518) 436-3536
80 St Agnes Ln
Albany, NY 12211
CLOSED NOW

From Business: PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and…

The Optimus Group - Mutual Funds

8. The Optimus Group

Years in Business Icon
18 Years
in Business
BBB Rating Icon
Accredited
Business
(518) 688-9006
1745 Route 9 Ste D
Halfmoon, NY 12065
CLOSED NOW
Leverpoint Management - Mutual Funds
(518) 373-5500
5 Maxwell Dr Ste 135
Clifton Park, NY 12065
CLOSED NOW
Reid and Associates - Mutual Funds
(518) 458-7445
209 Wolf Rd
Albany, NY 12205
Adirondack Funds - Mutual Funds
(518) 690-0470
26 Vly Rd
Albany, NY 12205
Purshe Kaplan Sterling Investments - Investment Advisory Service
(518) 436-3536
18 Corporate Woods Blvd Ste 22
Albany, NY 12211

The staff is helpful and considerate. My questions are always answered quickly and in a manner that I am able to understand. I would refer anyone to PKS for their investment…

Edward Jones - Financial Advisor: Roderick D Sipe - Investments
(518) 459-2271
125 Wolf Rd Ste 505
Albany, NY 12205
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…

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…

Macdonald, Michael, AGT - Financial Planning Consultants
(518) 783-2250
678 Troy Schenectady Rd
Latham, NY 12110

From Business: Mike Macdonald is a Licensed Financial Representative with Primerica serving LATHAM and its surrounding areas.

Principal Financial Group - Financial Planners
(518) 724-1700
637 New Loudon Rd Ste 1
Latham, NY 12110
CLOSED NOW

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…

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…

Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services - Investment Advisory Service
(518) 464-4401
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…

Kathryn Peterson - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 464-4401
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…

Wealth Advisory Group - Investments
(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…

Alex Davison - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 459-5500
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…

Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(518) 459-5500
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…

Philip Madonna - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 459-5500
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…

Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(518) 459-5500
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…

Ryan Dudzic - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 459-5500
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…

Fidelity Investments - Financial Services
(800) 482-0156
59 Wolf Rd
Albany, NY 12205
CLOSED NOW

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…

Matt Sperazzo - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 458-7200
5 Palisades Dr Ste 320
Albany, NY 12205
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…

Thomas F Wayne - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 458-7200
5 Palisades Dr Ste 320
Albany, NY 12205
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…

Deborah Christopher - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 949-2039
4 Atrium Dr Ste 200
Albany, NY 12205
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…

David Needham - Private Wealth Advisor, Ameriprise Financial Services - Investment Advisory Service
(518) 380-2020
4 Atrium Dr Ste 200
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…

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