Mutual Funds in Schenectady, NY
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1. Nationwide Insurance: Cal E Litts
From Business: The agency location offers off street parking and is located on Mohawk Avenue (Route 5) five traffic lights plus two blocks from the bridge.(just past Gabriels…
2. 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…
3. 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…
4. Wealth Advisory & Management Corporation of America
5. North Country Insurance
6. Next Financial Group
7. Morgan Stanley Wealth Management
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…
9. Leverpoint Management
10. Edward Jones - Financial Advisor: Khooshbu Bassi
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…
11. Three Buckets Wealth Management - Ameriprise Financial Services
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…
12. Carl Nicolosi - Financial Advisor, Ameriprise Financial Services
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…
14. LPL Financial, LLC. | Joshua Duvall
15. Purshe Kaplan Sterling Investments
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…
Great Company, very efficient and personable. They go out of their way for their clients.
19. Purshe Kaplan Sterling Investments
20. Edward Jones - Financial Advisor: Roderick D Sipe
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…
21. Macdonald, Michael, AGT
From Business: Mike Macdonald is a Licensed Financial Representative with Primerica serving LATHAM and its surrounding areas.
22. Edelman Financial Engines
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…
23. Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services
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…
24. Philip Madonna - Financial Advisor, Ameriprise Financial Services
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…
25. Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services
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…
26. Fidelity Investments
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…
27. TIAA Financial Services
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…
28. Principal Financial Group
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…
29. Deborah Christopher - Financial Advisor, Ameriprise Financial Services
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…
30. David Needham - Private Wealth Advisor, Ameriprise Financial Services
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…
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