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Map of Niskayuna, NYMap of Niskayuna, NY

Investment Management in Niskayuna, NY

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1. Edward Jones - Financial Advisor: Brian C Harwood

Edward Jones - Financial Advisor: Brian C Harwood

2341 Nott St E, Schenectady, NY, 12309

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…

2. 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…

4. Mc Neil Peter M

Mc Neil Peter M

116 State St, Schenectady, NY, 12305

CLOSED NOW

From Business: For over 30 years, we have provided tax preparation, tax and estate planning, bookkeeping services, tax and investment consulting, tax problem resolution, and many other…

YP
50 Years
in Business

7. 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…

8. 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…

9. 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…

10. 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…

11. Kathryn Peterson - Financial Advisor, Ameriprise Financial Services

Kathryn Peterson - 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…

21. Tellstone, Jonathan

Tellstone, Jonathan

26 Century Hill Dr, Latham, NY, 12110

CLOSED NOW

From Business: Welcome to Merrill Lynch in Latham, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

22. Madison Wealth Managers

Madison Wealth Managers

659 Plank Rd, Clifton Park, NY, 12065

CLOSED NOW

From Business: We founded Madison Wealth Managers in 2009. After gaining extensive experience in wire house environments such as UBS; Goldman Sachs; A.G. Edwards; and Merrill Lynch, our group…

23. 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…

24. 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…

25. 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…

26. Kelly, Kevin

Kelly, Kevin

455 Patroon Creek Blvd, Albany, NY, 12206

CLOSED NOW

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

27. Brockley, Thomas

Brockley, Thomas

455 Patroon Creek Blvd, Albany, NY, 12206

CLOSED NOW

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

28. Schuerlein, Teri

Schuerlein, Teri

455 Patroon Creek Blvd, Albany, NY, 12206

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

29. Fields-Morrison, Brittney

Fields-Morrison, Brittney

455 Patroon Creek Blvd, Albany, NY, 12206

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

30. Gregory, Peter

Gregory, Peter

455 Patroon Creek Blvd, Albany, NY, 12206

CLOSED NOW

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