Mutual Funds in Ballston Lake, NY

Edward Jones - Financial Advisor: Khooshbu Bassi - Investments
(518) 399-5087
801 State Route 50
Burnt Hills, NY 12027
CLOSED NOW

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…

Edward Jones - Financial Advisor: Christopher Nyhan, AAMS™ - Investments
(518) 399-5087
801 State Route 50
Burnt Hills, NY 12027
CLOSED NOW

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…

Leverpoint Management - Mutual Funds
(518) 373-5500
855 Route 146 Ste 250
Clifton Park, NY 12065
CLOSED NOW
The Optimus Group - Mutual Funds

5. The Optimus Group

Years in Business Icon
18 Years
in Business
BBB Rating Icon
Accredited
Business
(518) 688-9006
1745 Route 9 Ste D
Halfmoon, NY 12065
CLOSED NOW
Nationwide Insurance - Insurance
(518) 288-3380
35 Milton Ave
Ballston Spa, NY 12020
CLOSED NOW

From Business: Shopping for financial products can get frustrating, but at Nationwide Insurance in Ballston Spa, we make it easier. Let us help you save more money, give us a…

Darryl Teal - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(518) 581-7550
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…

Megan Merriam - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 581-7550
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…

Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 581-8181
1 Hemphill Pl Ste 104
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…

Tristin Hotaling - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 581-8181
1 Hemphill Pl Ste 104
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…

Carl Nicolosi - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 400-1099
56 Clifton Country Rd Ste 102
Clifton Park, NY 12065
CLOSED NOW

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…

Edelman Financial Engines - Financial Planners
(833) 752-6333
28 Corporate Dr Ste 101
Halfmoon, NY 12065
CLOSED NOW

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial…

Morgan Stanley Wealth Management - Investments
(518) 386-2900
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…

Kellman Barnes Financial Planning - Financial Planners
(518) 372-5500
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…

LPL Financial, LLC. | Joshua Duvall - Financial Planners
(518) 708-6363
855 Route 146 Ste 105
Clifton Park, NY 12065
CLOSED NOW
Demaria Financial - Financial Planning Consultants
(518) 383-5544
3 Executive Park Dr Ste 2
Halfmoon, NY 12065
Wealth Advisory & Management Corporation of America - Financial Planning Consultants
(518) 372-6996
1574 Union St
Schenectady, NY 12309
CLOSED NOW
Adirondack Funds - Mutual Funds
(518) 690-0470
26 Vly Rd
Albany, NY 12205
Saratoga National Bank - Banks
(518) 583-3114
171 S Broadway
Saratoga Springs, NY 12866
CLOSED NOW

From Business: The Saratoga National Bank and Trust Company offers a variety of personal and commercial banking services. It offers a range of personal loans that include…

Bruno & Bruno Financial Services - Investment Advisory Service
(518) 587-9295
7 Court St
Saratoga Springs, NY 12866
CLOSED NOW

From Business: When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes…

Saratoga Wealth - Investment Advisory Service
(518) 587-7147
340 Broadway Ste 8
Saratoga Springs, NY 12866
CLOSED NOW

From Business: Based in Saratoga Springs, N.Y., Saratoga Wealth Advisors, LLC is a provider of complete financial counsel to individuals seeking tax, estate, retirement and…

Wealth Advisory Group - Investments
(518) 867-3210
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…

Three Buckets Wealth Management - Ameriprise Financial Services - Financial Planning Consultants
(518) 464-4401
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…

Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services - Investment Advisory Service
(518) 464-4401
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…

Kathryn Peterson - Financial Advisor, Ameriprise Financial Services - Financial Planners
(518) 464-4401
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…

TIAA Financial Services - Financial Planners
(866) 842-2046
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…

Macdonald, Michael, AGT - Financial Planning Consultants
(518) 783-2250
678 Troy Schenectady Rd
Latham, NY 12110

From Business: Mike Macdonald is a Licensed Financial Representative with Primerica serving LATHAM and its surrounding areas.

Morgan Stanley - Investments
(518) 587-2514
351 Broadway
Saratoga Springs, NY 12866
North Country Insurance - Insurance
(518) 374-0555
1851 Chrisler Ave
Schenectady, NY 12303
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