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State DirectoryFinancial Planners in Round Lake, NY
1. Teal Wealth Management - Ameriprise Financial Services
3 Hemphill Pl Ste 110, Malta, NY, 12020
From Business: At Teal Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
2. Darryl Teal - Private Wealth Advisor, Ameriprise Financial Services
3 Hemphill Pl Ste 110, 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…
3. Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services
3 Hemphill Pl Ste 110, 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…
4. Megan Merriam - Financial Advisor, Ameriprise Financial Services
3 Hemphill Pl Ste 110, 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…
5. John Baringer - Private Wealth Advisor, Ameriprise Financial Services
3 Hemphill Pl Ste 110, 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…
8. Merrill Lynch Wealth Management
449 Route 146, Halfmoon, NY, 12065
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…
9. Carl Nicolosi - Financial Advisor, Ameriprise Financial Services
56 Clifton Country Rd Ste 102, Clifton Park, NY, 12065
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…
10. Edelman Financial Engines
28 Corporate Dr Ste 101, Halfmoon, NY, 12065
From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…
11. LPL Financial, LLC. | Joshua Duvall
855 Route 146 Ste 105, Clifton Park, NY, 12065
12. 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…
13. Madison Wealth Managers
659 Plank Rd, Clifton Park, NY, 12065
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…
14. Adam Roberts, Financial Consultant
5 Maxwell Dr Ste 100, Clifton Park, NY, 12065
From Business: Retirement Planning Wealth Management Tax Reduction/Mitigation Estate Planning & Transfer of Wealth Life & Long-Term Care Protection College/Education Savings Planning
15. Capital Financial Advisors of New York
3 Longview Dr, Clifton Park, NY, 12065
25. Wells Fargo Advisors
37 Henry St Ste 201, Saratoga Springs, NY, 12866
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…
26. 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…
27. Charles Schwab
46 Marion Ave, Saratoga Springs, NY, 12866
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
28. TIAA Financial Services
30 Century Hill Dr Ste 300, Latham, NY, 12110
From Business: Our wealth management advisors in TIAA’s Latham, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…
29. Legacy Wealth Group - Empire Financial Advisors
3 Lear Jet Ln Ste 200, Latham, NY, 12110
From Business: Welcome to Legacy Wealth Group, where financial planning is not just about numbers; it's about building enduring relationships. Our commitment goes beyond managing wealth; it's…
