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State DirectoryInvestment Securities in Rotterdam Junction, NY
1. Edward Jones - Financial Advisor: Guillermo Trujillo, AAMS™
115 Saratoga Rd Ste 120, Glenville, NY 12302
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…
4. Edward Jones - Financial Advisor: Khooshbu Bassi
801 State Route 50, Burnt Hills, NY 12027
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…
5. Kellman Barnes Financial Planning
1473 Erie Blvd Ste 202, Schenectady, NY 12305
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…
6. 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…
7. 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…
8. Wealth Advisory & Management Corporation of America
1574 Union St, Schenectady, NY 12309
Wheelchair accessible
10. Nicotera Wealth Management
313 Ushers Rd, Ballston Lake, NY 12019
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…
11. Holistic Wealth Advisors
5 Southside Dr Suite 204, Clifton Park, NY 12065
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…
12. Canty Financial Management
20 Church Ave, Ballston Spa, NY 12020
"Great Service, Professional Guidance"
13. Tiaa
30 Century Hill Dr, Latham, NY 12110
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,…
14. Ryan Dudzic-Financial Advisor, Ameriprise Financial Services
80 Wolf Rd, 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…
15. 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…
17. Genworth Financial Securities
7 Southside Dr Ste 201, Clifton Park, NY 12065
26. Edward Jones - Financial Advisor: Roderick D Sipe
125 Wolf Rd Ste 505, Albany, NY 12205
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…
27. Spraker, Justin, AGT
7 Southside Dr, Clifton Park, NY 12065
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…
28. Wealth Advisory Group
1207 Troy Schenectady Rd Ste 201, Latham, NY 12110
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…
29. Dahoda, Louis A
800 Route 146, Clifton Park, NY 12065
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…
30. Merriam, Megan
3 Hemphill Pl, Malta, NY 12020
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…
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