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Mutual Funds in Waterford, NY

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1. Edward Jones - Financial Advisor: Louis A Dahoda

Edward Jones - Financial Advisor: Louis A Dahoda

1471 Route 9, Halfmoon, NY, 12065

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 education and be a…

YP
153 Years
in Business

2. Edelman Financial Engines

Edelman Financial Engines

28 Corporate Dr Ste 101, Halfmoon, NY, 12065

CLOSED NOW

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…

4. TIAA Financial Services

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,…

5. Demaria Financial

Demaria Financial

3 Executive Park Dr Ste 2, Halfmoon, NY, 12065

YP
28 Years
in Business

6. HSBC

HSBC

11 Century Hill Dr Ste 100, Latham, NY, 12110

YP
17 Years
in Business

7. Purshe Kaplan Sterling Investments

Purshe Kaplan Sterling Investments

80 St Agnes Ln, Albany, NY, 12211

CLOSED NOW

From Business: PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and innovative products.With…

YP
31 Years
in Business

8. The Optimus Group

The Optimus Group

1745 Route 9 Ste D, Halfmoon, NY, 12065

CLOSED NOW

"Great Company, very efficient and personable. They go out of their way for their clients."

YP
18 Years
in Business

9. Leverpoint Management

Leverpoint Management

5 Maxwell Dr Ste 135, Clifton Park, NY, 12065

CLOSED NOW
YP
17 Years
in Business

11. Reid & Assoc

Reid & Assoc

14 Computer Dr E, Albany, NY, 12205

YP
19 Years
in Business

12. Adirondack Funds

Adirondack Funds

26 Vly Rd, Albany, NY, 12205

13. Purshe Kaplan Sterling Investments

Purshe Kaplan Sterling Investments

18 Corporate Woods Blvd Ste 22, Albany, NY, 12211

CLOSED NOW
YP
28 Years
in Business

14. Edward Jones - Financial Advisor: Roderick D Sipe

Edward Jones - Financial Advisor: Roderick D Sipe

125 Wolf Rd Ste 505, Albany, NY, 12205

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 education and be a…

YP
102 Years
in Business

15. Carl Nicolosi - Financial Advisor, Ameriprise Financial Services

Carl Nicolosi - Financial Advisor, Ameriprise Financial Services

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 those goals can…

16. Macdonald, Michael, AGT

Macdonald, Michael, AGT

678 Troy Schenectady Rd, Latham, NY, 12110

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

17. Principal Financial Group

Principal Financial Group

637 New Loudon Rd Ste 1, Latham, NY, 12110

CLOSED NOW

From Business: This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that…

18. Three Buckets Wealth Management - Ameriprise Financial Services

Three Buckets Wealth Management - Ameriprise Financial Services

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 future is…

19. Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services

Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services

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 those goals can…

20. Kathryn Peterson - Financial Advisor, Ameriprise Financial Services

Kathryn Peterson - Financial Advisor, Ameriprise Financial Services

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 those goals can…

21. Alex Davison - Financial Advisor, Ameriprise Financial Services

Alex Davison - Financial Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

22. Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services

Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, Albany, NY, 12205

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 those goals can…

YP
18 Years
in Business

23. Philip Madonna - Financial Advisor, Ameriprise Financial Services

Philip Madonna - Financial Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

24. Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services

Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

25. Ryan Dudzic - Financial Advisor, Ameriprise Financial Services

Ryan Dudzic - Financial Advisor, Ameriprise Financial Services

80 Wolf Rd Ste 1ST, 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…

26. Fidelity Investments

Fidelity Investments

59 Wolf Rd, Albany, NY, 12205

CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
59 Years
in Business

27. Matt Sperazzo - Financial Advisor, Ameriprise Financial Services

Matt Sperazzo - Financial Advisor, Ameriprise Financial Services

5 Palisades Dr Ste 320, Albany, NY, 12205

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 those goals can…

28. Thomas F Wayne - Financial Advisor, Ameriprise Financial Services

Thomas F Wayne - Financial Advisor, Ameriprise Financial Services

5 Palisades Dr Ste 320, Albany, NY, 12205

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 those goals can…

29. Deborah Christopher - Financial Advisor, Ameriprise Financial Services

Deborah Christopher - Financial Advisor, Ameriprise Financial Services

4 Atrium Dr Ste 200, Albany, NY, 12205

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 those goals can…

30. David Needham - Private Wealth Advisor, Ameriprise Financial Services

David Needham - Private Wealth Advisor, Ameriprise Financial Services

4 Atrium Dr Ste 200, 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…