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Map of Newtonville, NYMap of Newtonville, NY

Financial Planners in Newtonville, NY

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67. Wells Fargo Advisors

Wells Fargo Advisors

Albany, NY, 12207

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

69. Edward Jones - Financial Advisor: Roderick D Sipe

Edward Jones - Financial Advisor: Roderick D Sipe

125 Wolf Rd Ste 505, Albany, NY, 12205

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 education and be a…

YP
102 Years
in Business

70. Edward Jones - Financial Advisor: Lisa B Pett

Edward Jones - Financial Advisor: Lisa B Pett

125 Wolf Rd Ste 505, Albany, NY, 12205

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 education and be a…

YP
102 Years
in Business

71. 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.

72. Bryan McWayne - Thrivent

Bryan McWayne - 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. Bryan McWayne is committed to providing financial advice,…

73. William Bufkins - Thrivent

William Bufkins - 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. William Bufkins is committed to providing financial advice,…

74. Paula-Christy Heighton - Thrivent

Paula-Christy Heighton - 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. Paula is committed to providing financial advice,…

75. David Needham - Private Wealth Advisor, Ameriprise Financial Services

David Needham - Private Wealth 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…

76. Alex Davison - Financial Advisor, Ameriprise Financial Services

Alex Davison - Financial Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

77. Fidelity Investments

Fidelity Investments

59 Wolf Rd, Albany, NY, 12205

CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

78. Janney Montgomery Scott

Janney Montgomery Scott

7 Southwoods Blvd Ste 200, Albany, NY, 12211

CLOSED NOW

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

79. Pollard, Bryan & Carl Wealth Management of Janney Montgomery Scott

Pollard, Bryan & Carl Wealth Management of Janney Montgomery Scott

7 Southwoods Blvd Ste 200, Albany, NY, 12211

CLOSED NOW

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

80. Gogor Jycysu - TIAA Wealth Management Advisor

Gogor Jycysu - TIAA Wealth Management Advisor

30 Century Hill Dr Ste 300, Latham, NY, 12110

CLOSED NOW

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,…

81. RBC Wealth Management Branch - Capital Region

RBC Wealth Management Branch - Capital Region

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…

82. The LOSAP Group

The LOSAP Group

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…

83. ADK Wealth Management Group

ADK Wealth Management Group

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…

84. Edward Jones

Edward Jones

360A Northern Blvd, Albany, NY, 12204

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 education and be a…

85. Edward Jones

Edward Jones

1721 Central Ave, Albany, NY, 12205

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 education and be a…