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State DirectoryFinancial Planning Consultants in Schenectady, NY
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1. Winkler & Company CPAs PC
518-952-9026
Call Now
From Business: Fred H Winkler & Co PC has been serving the Rotterdam, Schenectady, Clifton Springs area for generations. We handle all of your personal and professional…
2. Zalucki & Halstead LLP
From Business: Zalucki & Halstead LLP, CPAs is a full-service accounting firm serving clients throughout the Schenectady, New York area, dedicated to providing our clients with…
3. RLP Financial Management
4. National Planning Group Inc
5. Tucker-Haskins & Assoc
6. Wright & Barnes Investments
7. Next Financial Group
8. Raymond James
11. Wealth Advisory & Management Corporation of America
Wheelchair accessible
13. Empire State Asset Management
Great response time and the staff is extremely friendly!
15. Purse Kaplan Sterling Investments
16. Sip Financial Services
17. Next Financial Group
19. Herman Charles F & Associates
20. Intercontinental Capital Group
21. LPL Financial
23. Edward Jones - Financial Advisor: Nicholas J Trotta
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…
24. Steven R. Jones, CPA, P.C.
From Business: CPA services to the small business owner and individuals including all aspects of tax preparation and planning, financial reporting and QuickBooks Professional…
25. Kellman Barnes Financial Planning
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…
26. First New York Federal Credit Union
Horrible service... Long wait and it seems every time I go into this Branch they are training someone. No one seems to know what they are doing…
27. Citizens
From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a…
28. Steve Warren - Thrivent
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Warren is committed to providing…
29. Greg Mengel - Thrivent
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Gregory Mengel is committed to providing…
30. Mengel Morse and Associates
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mengel Morse and Associates is committed to…
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