Mutual Funds in Halfmoon, NY

The Optimus Group - Mutual Funds

1. The Optimus Group

Years in Business Icon
19 Years
in Business
BBB Rating Icon
Accredited
Business
(518) 688-9006
1745 Route 9 Ste D
Halfmoon, NY 12065
CLOSED NOW
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: 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…

Demaria Financial - Financial Planning Consultants
(518) 383-5544
3 Executive Park Dr Ste 2
Halfmoon, NY 12065
Leverpoint Management - Mutual Funds
(518) 373-5500
855 Route 146 Ste 250
Clifton Park, NY 12065
CLOSED NOW
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…

LPL Financial, LLC. | Joshua Duvall - Financial Planners
(518) 708-6363
855 Route 146 Ste 105
Clifton Park, NY 12065
OPEN 24 Hours
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…

Darryl Teal - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(518) 581-7550
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…

Megan Merriam - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 581-7550
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…

Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 581-8181
1 Hemphill Pl Ste 104
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…

Tristin Hotaling - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 581-8181
1 Hemphill Pl Ste 104
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…

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…

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…

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…

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…

Prudential Financial - Life Insurance
(518) 389-4505
40 British American Blvd
Latham, NY 12110
Godfrey Financial Associates Inc. - Investments
(518) 220-9381
19 British American Blvd E
Latham, NY 12110
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
OPEN 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…

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…

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…

Derek Shoden - Financial Advisor, Ameriprise Financial Services - Investment Advisory Service
(651) 789-1103
80 Wolf Rd Ste 1ST
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…

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