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State DirectoryInvestment Management in Round Lake, NY
1. Capital Saratoga Wealth Management
3 Hemphill Pl Ste 114, Ballston Spa, NY, 12020
From Business: Capital Saratoga Wealth Management is a financial services firm located in Ballston Spa, NY. They offer a wide range of financial services, including investments, bonds, common…
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. Tristin Hotaling - 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…
10. 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. 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…
15. 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…
16. 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…
17. 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…
21. Leverpoint Management
5 Maxwell Dr Ste 135, Clifton Park, NY, 12065
24. Capital Financial Services
133 Saratoga Rd Ste 2, Schenectady, NY, 12302
25. Niles Wealth Management of Janney Montgomery Scott
60 Railroad Pl 4th Fl, Saratoga Springs, NY, 12866
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…
26. Stephen Krakower of Janney Montgomery Scott
60 Railroad Pl 4th Fl, Saratoga Springs, NY, 12866
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…
27. Janney Montgomery Scott
60 Railroad Pl 4th Fl, Saratoga Springs, NY, 12866
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…
28. Pollard, Bryan & Carl Wealth Management of Janney Montgomery Scott
60 Railroad Pl 4th Fl, Saratoga Springs, NY, 12866
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…
29. Mc Neil Peter M
116 State St, Schenectady, NY, 12305
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…
30. 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…