Investments in Melrose, NY

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1. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the Melrose Area

OPEN NOW:9:00 am - 8:00 pm

From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

2. Trustco Bank

Trustco Bank

2 Main St, Schaghticoke, NY 12154

OPEN NOW:9:00 am - 6:00 pm

From Business: Trustco Bank has been the low-cost provider of high-quality products and services since opening for business in 1902. 100 years later, the company began a large expansion,…

YP
123 Years
in Business

3. TD Bank

TD Bank

5 Park Plz, Mechanicville, NY 12118

OPEN NOW:8:30 am - 6:00 pm

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

4. Edward Jones - Financial Advisor: Christopher M Reilly

Edward Jones - Financial Advisor: Christopher M Reilly

258 Hoosick St Ste 111, Troy, NY 12180

CLOSED NOW:8:00 am - 4:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

5. Nicotera Wealth Management

Nicotera Wealth Management

313 Ushers Rd, Ballston Lake, NY 12019

CLOSED NOW:9:00 am - 4:00 pm

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

YP
27 Years
in Business

6. Pioneer Bank

Pioneer Bank

142 Saratoga Ave, Troy, NY 12183

OPEN NOW:9:00 am - 5:00 pm

From Business: Connect with a live, local teller!

YP
136 Years
in Business

7. Wealth Advisory Group

Wealth Advisory Group

1207 Troy Schenectady Rd Ste 201, Latham, NY 12110

OPEN NOW:9:00 am - 5:00 pm

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…

8. Holistic Wealth Advisors

Holistic Wealth Advisors

5 Southside Dr Suite 204, Clifton Park, NY 12065

OPEN NOW:8:00 am - 5:00 pm

From Business: The HWA Team is a powerful resource. Our approach is based on honesty, integrity and a highly personalized level of client service. Our combined experience brings a unique…

9. TIAA Financial Services

TIAA Financial Services

30 Century Hill Dr, Latham, NY 12110

OPEN NOW:8:00 am - 5:00 pm

From Business: Our wealth management advisors in TIAAs Latham, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…

10. Hbw Financial Services

Hbw Financial Services

7 Herbert Dr Ste B, Latham, NY 12110

From Business: We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse…

11. Three Buckets Wealth MGMT

Three Buckets Wealth MGMT

1205 Troy Schenectady Rd, Latham, NY 12110

OPEN NOW:9:00 am - 4:30 pm

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…

19. Edelman Financial Engines

Edelman Financial Engines

28 Corporate Dr Ste 101, Halfmoon, NY 12065

OPEN NOW:8:30 am - 5:00 pm

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 Engines office in…

20. Carl Nicolosi - Financial Advisor, Ameriprise Financial Services

Carl Nicolosi - Financial Advisor, Ameriprise Financial Services

56 Clifton Country Rd Ste 102, Clifton Park, NY 12065

OPEN NOW:9:00 am - 5:00 pm

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…

21. Edward Jones - Financial Advisor: Khooshbu Bassi, CEPA®

Edward Jones - Financial Advisor: Khooshbu Bassi, CEPA®

675 Grooms Rd # 206, Clifton Park, NY 12065

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

22. Citizens Bank

Citizens Bank

40 Main Ave, Wynantskill, NY 12198

OPEN NOW:10:00 am - 5:00 pm

From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…

23. Fallisi, Nicollette

Fallisi, Nicollette

622 New Loudon Rd, Latham, NY 12110

CLOSED NOW:8:00 am - 4:00 pm

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 education and be a…

24. Richardson, Erick

Richardson, Erick

449 Route 146, Halfmoon, NY 12065

OPEN NOW:9:00 am - 5:00 pm

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 and investment…

25. Benson, Carrie

Benson, Carrie

449 Route 146, Halfmoon, NY 12065

OPEN NOW:9:00 am - 5:00 pm

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 and investment…

26. Christine Sheppard, MetLife Auto & Home

Christine Sheppard, MetLife Auto & Home

632 Plank Rd Ste 111, Clifton Park, NY 12065

From Business: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another kind, I'm here to help you understand the insurance coverage you may want.…

27. Dahoda, Louis A

Dahoda, Louis A

800 Route 146, Clifton Park, NY 12065

OPEN NOW:8:30 am - 5:00 pm

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 education and be a…

28. Nicolosi, Carl

Nicolosi, Carl

56 Clifton Country Rd, Clifton Park, NY 12065

OPEN NOW:9:00 am - 5:00 pm

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…

29. Spraker, Justin, AGT

Spraker, Justin, AGT

7 Southside Dr, Clifton Park, NY 12065

OPEN NOW:8:30 am - 5:00 pm

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 the experiences…

30. Adam Roberts, Financial Consultant

Adam Roberts, Financial Consultant

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 Planning

We found 160 results for Investments in or near Melrose, NY.They also appear in other related business categories including Investment Advisory Service, Financial Planning Consultants, and Investment Securities. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including and Campus Area.