New York > Albany Yellow Pages > Finance > Investment Services & Advisors

Albany Investment Services & Advisors

Local Businesses: 80

Albany Financial Group

80 Wolf Road Suite 301
Albany, NY 12205-2608
(518) 472-0680 +view more
Leonard Valletta (Executive)
Categories: Financial Planning Consultants

Albany Financial Group

1529 Western Avenue
Albany, NY 12203-3513
(518) 786-3300
Leonard Valletta
Categories: Financial Planning Consultants

Albany Super Storage

44 Broadway
Albany, NY 12202-1003
(518) 434-1906
Kelly Herbert (Manager)
Products: Rental Trucks & Moving Supplies Super
Services: Free Truck Rental With Move-In!, Temperature Controlled Spaces, State-Of-The-Art…
Categories: Investment Services & Advisors

Allsquare Wealth Management Llc

200 Great Oaks Boulevard
Albany, NY 12203-5971
(518) 456-8900
Categories: Financial Management & Consulting

Ameriprise Financial

4 Atrium Drive
Albany, NY 12205-1522
(518) 438-5500
Karen Tarvin (Manager)
Categories: Financial Services, Financial Planning Consultants

Arista Investment Advisors Ltd

255 Washington Avenue Extension Suite 106
Albany, NY 12205-5592
(518) 464-0319
Categories: Investment Services & Advisors

Arista Wealth Advisors Ltd

255 Washington Avenue Extension Suite 106
Albany, NY 12205-5592
(518) 452-3805 +view more
Services: Comprehensive Financial Investment & Estate Plan
Categories: Financial Planning Consultants

Atlas Private Wealth Management

3 Atrium Drive
Albany, NY 12205-1417
(518) 482-5777
Categories: Financial Planning Consultants

Bayba William Z Associates Financial Svces

1573 Central Avenue
Albany, NY 12205-2405
(518) 452-0866
Categories: Investment Services & Advisors

Benefit Planning Services Inc

18 Corporate Woods Boulevard Suite 36
Albany, NY 12211-2522
(518) 449-9762
Categories: Financial Services, Investment Services & Advisors

Bernardo Goldstein & Quinn Agency

21 Everett Road Extension Suite 1
Albany, NY 12205-3357
(518) 417-2805
Categories: Bail Bonds Referral Service, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Bonanno Michael Cfp

250 Osborne Road Suite 1
Albany, NY 12205-1349
(518) 438-1835
Michael Bonanno (Cfp)
Products: Mortgages
Services: Accounting, Business Services, Educational Planning, Estimates, Indexes, Life…
Categories: Financial Planning Consultants

Bradley E Whisher Co

125 Wolf Road Suite 224
Albany, NY 12205-1221
(518) 464-6701
Categories: Investment Services & Advisors

Brown & Brown Of Ky

423 New Karner Road Suite 4
Albany, NY 12205-3829
(518) 456-5948
Categories: Financial Planning Consultants

Bullard Mcleod & Associates

194 Washington Avenue
Albany, NY 12210-2326
(518) 694-8400
Bullard Barnaby (Director)
Categories: Investment Services & Advisors

Capital Education Network Inc

132 South Swan Street
Albany, NY 12210-1715
(518) 434-0877
Categories: Elementary Schools, Secondary Schools, Financial Planning Consultants

Capital Financial

6 Tower Place
Albany, NY 12203-3725
(518) 867-4000
Todd Slingerlan (Ceo)
Categories: Financial Services, Financial Planning Consultants

Capital Management Partners

421 New Karner Road
Albany, NY 12205-3838
(518) 452-6950
Categories: Financial Planning Consultants

Center For Financial Planning The

26 Valley Road
Albany, NY 12205-2209
(518) 452-4394
Categories: Financial Planning Consultants

College Aid Planning Associates

4 Executive Park Drive Suite 18
Albany, NY 12203-3717
(518) 435-9042 +view more
Peter Laurenzo (Owner)
Services: Business Services, College Funding, Consultations, Individual Services, Online…
Categories: Financial Planning Consultants

Credit Concepts

744 Broadway
Albany, NY 12207-2331
(877) 218-2583
Categories: Advertising, PR & Marketing Services, Financial Planning Consultants

Edward Jones

1789 Western Avenue Suite 3
Albany, NY 12203-4651
(518) 862-9754
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Frank Marchesini

MAKING SENSE OF INVESTING
Loudon Plaza 360a Northern Boulevard
Albany, NY 12204
(518) 433-7418
Products: Albany Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: James D Merrill

MAKING SENSE OF INVESTING
1789 Western Avenue Suite 3
Albany, NY 12203-4651
(518) 862-9755
Products: Albany Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Kevin J Pittz

MAKING SENSE OF INVESTING
1721 Central Avenue
Albany, NY 12205-4799
(518) 869-9088
Products: Albany Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Lisa B Pett

MAKING SENSE OF INVESTING
116 Wolf Road
Albany, NY 12205-1184
(518) 459-2271
Products: Albany Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Eldridge & Bassotti An Office Of Metlife

3 Computer Drive West
Albany, NY 12205-1661
(518) 437-1818
Products: Individual Policies, Senior Plans, Short-Term Policies, Personal Policies
Services: Auto Insurance, Boat Insurance, Commercial Services, Consultations, Disability…
Categories: Financial Planning Consultants

Empire Asset Management Group Llc

5 Clinton Square Suite 2
Albany, NY 12207-2232
(518) 465-6447
Brad Konopaske (Owner)
Categories: Financial Planning Consultants

Fcti Inc

1060 Madison Avenue
Albany, NY 12208-2606
(518) 459-2905
Categories: Atm Machines, Financial Planning Consultants

Fidelity Investments

59 Wolf Road
Albany, NY 12205-2606
(800) 482-0156
Categories: Investment Management Services, Security Brokers & Dealers

First Investors Corporation

1 Pine West Plaza
Albany, NY 12202
(518) 452-8118 +view more
Categories: Financial Services, Investment Services & Advisors

Fund Management Inc

Albany, NY 12204
(646) 424-1870
Categories: Investment Services & Advisors

Ge Company - Other Operations, Ge Capital, Ge Commerical Finance

125 Wolf Road Suite 503-9
Albany, NY 12205-1251
(518) 435-1947
Categories: Financial Management & Consulting, Other Electrical Products

Gill Investments & Retirement Planning

1692 Central Avenue
Albany, NY 12205-4045
(518) 464-0552
Categories: Financial Services, Financial Planning Consultants

Halliday Resource Corporation

251 New Karner Road
Albany, NY 12205-4627
(518) 452-6896
Andrew Halliday (President)
Categories: Financial Planning Consultants

Highlander Associates Llc

138 Green Street
Albany, NY 12202-2023
(518) 465-7368
Categories: Security Brokers & Dealers

Integrated Financial Strategies Llc

26 Computer Drive West
Albany, NY 12205-1607
(518) 459-3845
Categories: Financial Planning Consultants

Integrated Financial Strategies Llc

2 Tower Place
Albany, NY 12203-3735
(518) 478-7800
Categories: Financial Planning Consultants

Johnson Illington Advisors Llc

677 Broadway
Albany, NY 12207-2998
(518) 641-6860
Hugh Johnson (Manager)
Categories: Financial Services, Investment Services & Advisors

Kpmg Llp

515 Broadway Suite 200
Albany, NY 12207-2930
(518) 427-4600
Jennifer Picarillo (Senior Associate Advisory)
Services: Auditing, Tax Return Preparation, Income Taxes
Categories: Public Accountants, Financial Management & Consulting

Legacy Financial Llc

20 Corporate Woods Boulevard Suite 19
Albany, NY 12211-2396
(518) 487-4289
Categories: Financial Planning Consultants

Levine Jeffrey M Financial Consultant Inc

5 Clinton Square
Albany, NY 12207-2230
(518) 489-8538
Jeffrey Levine (Owner)
Categories: Investment Services & Advisors

Lpl Financial

14 Corporate Woods Boulevard
Albany, NY 12211-2523
(518) 432-4781
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Services, Financial Planning Consultants

Luczak Peter F Cfp

4a Salem Court
Albany, NY 12203-5932
(518) 482-4425
Categories: Financial Planning Consultants

Massachusetts Mutual Life Insurance Company

8 Southwoods Boulevard Suite 60
Albany, NY 12211-2554
(518) 463-5534 +view more
Products: Life Insurance
Categories: Life Insurance, Financial Planning Consultants

Meridian Capital Partners Inc

20 Corporate Woods Boulevard Suite 4
Albany, NY 12211-2396
(518) 432-1600 +view more
William Lawrence (Owner)
Categories: Investment Services & Advisors

Merrill Lynch

30 South Pearl Street Suite 300
Albany, NY 12207-3491
(800) 333-6891
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Michael Bonanno Cfp

Albany, NY 12202
(518) 438-3168
Michael Bonanno (Cfp)
Categories: Financial Planning Consultants

Moroukian Wealth Management Group Llc

5 Computer Drive West
Albany, NY 12205-1673
(518) 453-1200
Categories: Retirement Planning Consultants & Services, Financial Planning Consultants

Northeast Capital & Advisory Inc - Albany

80 State Street Suite 9
Albany, NY 12207-2543
(518) 426-0100
Categories: Security Brokers & Dealers

Northeast Wealth Management Llc

4 Executive Park Drive
Albany, NY 12203-3718
(518) 435-9043
Categories: Financial Planning Consultants

Nystec

100 State Street Suite 900
Albany, NY 12207-1810
(518) 431-7031
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Paradigm Funds

9 Elk Street
Albany, NY 12207-1002
(800) 239-0732
Categories: Investment Services & Advisors

Perry Miller & Associates

125 Wolf Road Suite 503-7
Albany, NY 12205-1251
(518) 435-2306
Dennis Perry (Partner)
Products: Iras, Rollover Plans, Tax Free Investments, Individual Retirement Account
Services: Tax Advantaged Investments, Rollover Ira's
Categories: Financial Services, Security Brokers & Dealers, Real Estate

Peter A Farrell Investment Management Services

4 Palisades Drive Suite 130
Albany, NY 12205-1443
(518) 462-4979
Peter Farrell (Owner)
Categories: Investment Services & Advisors

Pricewaterhousecoopers

80 State Street Suite 11
Albany, NY 12207-2543
(518) 462-2191 +view more
Catharine Benton
Services: Appraisals, Bookkeeping, Compensation, Employee Retirement, General Ledger,…
Categories: Public Accountants, Financial Planning Consultants

Priorityaccess Inc

20 Corporate Woods Boulevard
Albany, NY 12211-2396
(518) 432-7270
Categories: Investment Services & Advisors

Professional Planning Group Thomas R Lovell C F P

1 Alton Road
Albany, NY 12203-4255
(518) 869-0498
Categories: Financial Planning Consultants

Purshe Kaplan Sterling Investments (Pks)

18 Corporate Woods Boulevard Suite 22
Albany, NY 12211-2522
(518) 436-3536
David Greene (Director)
Products: Bonds, Iras, Stocks, Equities, Fixed Income Securities, Individual Retirement…
Services: Corporations, Small Businesses, Individuals, Commercial Services, Inheritance…
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Pyramid Funds Corporation

21 Everett Road
Albany, NY 12205-1437
(518) 459-1671
Joseph Biondo (President)
Categories: Financial Planning Consultants

Raymond James

1705 Central Avenue
Albany, NY 12205-4023
(518) 869-3169
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Rbc Wealth Management

455 Patroon Creek Boulevard Suite 200
Albany, NY 12206-5011
(518) 432-1450
Steven Stulmaker (Vp)
Categories: Investment Services & Advisors

Reid And Associates Llc

209 Wolf Road
Albany, NY 12205
(518) 458-7445
Robert Reid (Owner)
Products: Annuities, Bonds, Iras, Mutual Funds, Stocks, Equities, Fixed Income Securities,…
Services: Brokerage Services, Commissions
Categories: Investments & Mutual Funds

Rich Plan Capitol Region

1659 Central Avenue
Albany, NY 12205-4050
(800) 369-6228
Categories: Investment Services & Advisors

Rivertown Investments

291 Hudson Avenue
Albany, NY 12210-1828
(518) 689-0570
Categories: Security Brokers & Dealers

Rosemont Financial Group

18 Corporate Woods Boulevard Suite 30
Albany, NY 12211-2500
(518) 621-7173
Categories: Financial Planning Consultants

Sand Dollar Associates Inc

11 Computer Drive West Suite 111
Albany, NY 12205-1620
(518) 472-0411
Categories: Financial Planning Consultants

Saxbst Wealth Management

26 Computer Drive West
Albany, NY 12205-1607
(518) 459-8165
Categories: Financial Management & Consulting

Sterling Asset Management

125 Wolf Road Suite 206
Albany, NY 12205-1221
(518) 449-8200
Categories: Investment Services & Advisors

Stokes Mary Financial Planning

292 Washington Avenue Extension Suite 108
Albany, NY 12203-6385
(518) 690-0518
Mary Stokes (Owner)
Services: Consultations, Investments, Investor Relations, Sales Development, Seminars…
Categories: Financial Planning Consultants

Teal Ronald L Cpa

3 Washington Square
Albany, NY 12205-5530
(518) 456-6663
Ronald Teal (Cpa)
Categories: Business Management Consultants, Appraisers, Public Accountants, Pension & Profit Sharing Plans, Financial Planning Consultants

Ubs Financial Services

80 State Street Suite 801
Albany, NY 12207-2509
(518) 434-5770
Robert Long
Products: , Business Lending, Commercial Lending, Commercial Mortgages, Equities, Fixed…
Services: Brokerage Services, Fa, Asset Management, Banking, Business Loans, Business…
Categories: Financial Services, Security Brokers & Dealers

Vigoda David Associates

21 Aviation Road Suite 1
Albany, NY 12205-1141
(518) 453-0890
David Vigoda (Owner)
Categories: Financial Planning Consultants

Waddell & Reed

300 Great Oaks Boulevard Suite 325
Albany, NY 12203-7918
(518) 452-5700
Craig Wilson (Manager)
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Planning Consultants, Investments & Mutual Funds

Waddell & Reed

1 Executive Centre Drive
Albany, NY 12203-6344
(518) 242-1953 +view more
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Planning Consultants

Waddell & Reed

200 Great Oaks Boulevard
Albany, NY 12203-5971
(518) 869-1953 +view more
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Planning Consultants

Ward Financial Management Ltd

94 New Karner Road
Albany, NY 12203-7355
(518) 464-6520
Categories: Financial Planning Consultants

Wealth Advisory Group

255 Washington Avenue Extension
Albany, NY 12205-5548
(518) 867-3209
Categories: Financial Planning Consultants

Wells Fargo - Albany

427 New Karner Road Suite 3
Albany, NY 12205-3839
(518) 869-1680
Products: Automobile Loans, Bonds, Bridge Loans, Business Accounts, Cash Management Accounts,…
Services: Account Inquiries, Atm Services, Card Replacement, Commercial Services, Credit…
Categories: Banks, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Zoar Financial

11 Computer Drive West Suite 100
Albany, NY 12205-1620
(518) 915-7102
Categories: Financial Planning Consultants


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