Mutual Funds in Melrose, NY

The Optimus Group - Mutual Funds

2. 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
OPEN NOW
Edward Jones - Financial Advisor: Louis A Dahoda - Investments
(518) 371-0740
1471 Route 9
Halfmoon, NY 12065
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…

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

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

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…

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
OPEN 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
OPEN 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
OPEN 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…

HSBC - Banks
(800) 975-4722
782 Hoosick Rd
Troy, NY 12180
OPEN NOW
Demaria Financial - Financial Planning Consultants
(518) 383-5544
3 Executive Park Dr Ste 2
Halfmoon, NY 12065
LPL Financial, LLC. | Joshua Duvall - Financial Planners
(518) 708-6363
855 Route 146 Ste 105
Clifton Park, NY 12065
OPEN 24 Hours
Prudential Financial - Life Insurance
(518) 389-4505
40 British American Blvd
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…

Edward Jones - Financial Advisor: Khooshbu Bassi - Investments
(518) 399-5087
801 State Route 50
Burnt Hills, NY 12027
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…

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…

Alex Davison - Financial Advisor, Ameriprise Financial Services - Investment Advisory Service
(518) 459-5500
80 Wolf Rd Ste 1ST
Albany, NY 12205
OPEN 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…

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…

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