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Map of Halfmoon, NYMap of Halfmoon, NY

Financial Planners in Halfmoon, NY

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31. Wealth Advisory Group

Wealth Advisory Group

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 businesses with the…

32. Three Buckets Wealth Management - Ameriprise Financial Services

Three Buckets Wealth Management - Ameriprise Financial Services

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 future is…

33. Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services

Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services

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 those goals can…

34. Mark Wells - Financial Advisor, Ameriprise Financial Services

Mark Wells - Financial Advisor, Ameriprise Financial Services

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 those goals can…

35. Macdonald, Michael, AGT

Macdonald, Michael, AGT

678 Troy Schenectady Rd, Latham, NY, 12110

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

36. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

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 investment advisory…

42. Kellman Barnes Financial Planning

Kellman Barnes Financial Planning

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 Barnes Financial…

43. Principal Financial Group

Principal Financial Group

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 solutions that…

44. Logan Simms - Thrivent

Logan Simms - Thrivent

125 Wolf Rd Ste 509, Albany, NY, 12205

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Logan Simms is committed to providing financial advice,…

45. Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services

Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services

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 those goals can…

46. Philip Madonna - Financial Advisor, Ameriprise Financial Services

Philip Madonna - Financial Advisor, Ameriprise Financial Services

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 those goals can…

47. Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services

Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services

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 those goals can…

48. George Amedore III - Financial Advisor, Ameriprise Financial Services

George Amedore III - Financial Advisor, Ameriprise Financial Services

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 those goals can…

49. Matthew Gentile - Associate Financial Advisor, Ameriprise Financial Services

Matthew Gentile - Associate Financial Advisor, Ameriprise Financial Services

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 those goals can…

50. Ryan Dudzic - Financial Advisor, Ameriprise Financial Services

Ryan Dudzic - Financial Advisor, Ameriprise Financial Services

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 those goals can…

51. Deborah Christopher - Financial Advisor, Ameriprise Financial Services

Deborah Christopher - Financial Advisor, Ameriprise Financial Services

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 those goals can…

52. Michael Lanuto - Financial Advisor, Ameriprise Financial Services

Michael Lanuto - Financial Advisor, Ameriprise Financial Services

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 those goals can…

53. Jeffrey Miller - Financial Advisor, Ameriprise Financial Services

Jeffrey Miller - Financial Advisor, Ameriprise Financial Services

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 those goals can…

54. Matt Sperazzo - Financial Advisor, Ameriprise Financial Services

Matt Sperazzo - Financial Advisor, Ameriprise Financial Services

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 those goals can…

55. Thomas F Wayne - Financial Advisor, Ameriprise Financial Services

Thomas F Wayne - Financial Advisor, Ameriprise Financial Services

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 those goals can…

56. Wayne, Sperazzo & Associates - Ameriprise Financial Services

Wayne, Sperazzo & Associates - Ameriprise Financial Services

5 Palisades Dr Ste 320, Albany, NY, 12205

From Business: At Wayne, Sperazzo & Associates, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

57. Cody Wojdyla, CFP® - Certified Financial Planner

Cody Wojdyla, CFP® - Certified Financial Planner

18 Corporate Woods Blvd 2nd Fl, Albany, NY, 12211

CLOSED NOW

From Business: With offices in Albany and Old Forge NY, Cody Wojdyla provides financial planning services from Albany to the Adirondacks. As a Certified Financial Planner®, Cody helps…

58. The Di Bella Financial Group, LLC.

The Di Bella Financial Group, LLC.

7 Executive Centre Dr Ste 2, Albany, NY, 12203

CLOSED NOW

From Business: We provide estate, business, and tax planning to affluent families and business owners.We help clients determine their objectives for business and estate planning and then work…

YP
48 Years
in Business

59. James Watkinson - RBC Wealth Management Financial Advisor

James Watkinson - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY, 12206

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

60. Timothy Distefano - RBC Wealth Management Financial Advisor

Timothy Distefano - RBC Wealth Management Financial Advisor

455 Patroon Creek Blvd Ste 200, Albany, NY, 12206

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…