Financial Planners in Melrose, NY

View all businesses that are OPEN 24 Hours
Annuity General - Financial Planners
(800) 335-1854

Serving the
Melrose Area

OPEN 24 Hours

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement…

Ace Cleanouts - Financial Planners
(518) 528-7977

Serving the
Melrose Area

CLOSED NOW

From Business: Ace Cleanouts is your go-to source for residential and commercial cleanouts in Rensselaer County, Albany County, and beyond. We are a locally owned and operated…

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…

Merrill Lynch Wealth Management - Financial Planners
(518) 383-8999
449 Route 146
Halfmoon, NY 12065
CLOSED NOW

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

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…

Spraker, Justin, AGT - Financial Planners
(518) 280-4867
7 Southside Dr
Clifton Park, NY 12065
CLOSED NOW

From Business: The advisor listed is an Ameriprise financial advisor in Clifton Park. Comments are not verified, may not be accurate and are not necessarily representative of…

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…

Legacy Wealth Group - Empire Financial Advisors - Financial Planners
(518) 763-2775
3 Lear Jet Ln Ste 200
Latham, NY 12110
CLOSED NOW

From Business: Welcome to Legacy Wealth Group, where financial planning is not just about numbers; it's about building enduring relationships. Our commitment goes beyond…

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…

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…

LPL Financial, LLC. | Joshua Duvall - Financial Planners
(518) 708-6363
855 Route 146 Ste 105
Clifton Park, NY 12065
OPEN 24 Hours
Brad Sloan - TIAA Wealth Management Advisor - Financial Planners
(866) 842-2046
30 Century Hill Dr Ste 300
Latham, NY 12110
Wells Fargo Advisors - Financial Planners
(518) 783-4640
40 British American Blvd
Latham, NY 12110
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…

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…

Adam Roberts, Financial Consultant - Financial Services
(518) 373-7334
5 Maxwell Dr Ste 100
Clifton Park, NY 12065
OPEN 24 Hours

From Business: Retirement Planning Wealth Management Tax Reduction/Mitigation Estate Planning & Transfer of Wealth Life & Long-Term Care Protection College/Education Savings…

Nicotera Wealth Management - Investment Securities
(518) 877-6600
313 Ushers Rd
Ballston Lake, NY 12019
CLOSED NOW

From Business: Established in 1998, Nicotera Wealth Management provides comprehensive financial planning and investment management to clients in the Albany, Clifton Park,…

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.

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…

Mark Wells - Financial 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…

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…

Philip C Johnson - Wills, Trusts & Estate Planning Attorneys
(518) 383-3581
4 Executive Park Drive Suite 102
Halfmoon, NY 12065
Demaria Financial - Financial Planning Consultants
(518) 383-5544
3 Executive Park Dr Ste 2
Halfmoon, NY 12065
About Search Results

YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. “Preferred” listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.