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Mutual Funds in Schenectady, NY

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SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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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…

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…

Kellman Barnes Financial Planning

3. Kellman Barnes Financial Planning

1473 Erie Blvd Ste 202, Schenectady, NY, 12305

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…

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…

Adirondack Funds

8. Adirondack Funds

26 Vly Rd, Albany, NY, 12205

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…

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…

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…

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…

The Optimus Group

16. The Optimus Group

1745 Route 9 Ste D, Halfmoon, NY, 12065

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

Reid & Assoc

18. Reid & Assoc

14 Computer Dr E, Albany, NY, 12205

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…

Macdonald, Michael, AGT

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

Edelman Financial Engines

22. 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…

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…

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…

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…

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…

TIAA Financial Services

27. 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…

Principal Financial Group

28. Principal Financial Group

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

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…

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…

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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