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Map of Ballston Spa, NYMap of Ballston Spa, NY

Mutual Funds in Ballston Spa, NY

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1. Nationwide Insurance

Nationwide Insurance

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 call today!

2. Edward Jones - Financial Advisor: Dominic J Garrant

Edward Jones - Financial Advisor: Dominic J Garrant

220 Church Ave Ste 3, Ballston Spa, NY, 12020

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

3. Darryl Teal - Private Wealth Advisor, Ameriprise Financial Services

Darryl Teal - Private Wealth Advisor, Ameriprise Financial Services

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 those goals can…

4. Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services

Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services

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 those goals can…

5. Megan Merriam - Financial Advisor, Ameriprise Financial Services

Megan Merriam - Financial Advisor, Ameriprise Financial Services

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 those goals can…

6. Tristin Hotaling - Financial Advisor, Ameriprise Financial Services

Tristin Hotaling - Financial Advisor, Ameriprise Financial Services

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 those goals can…

7. Edward Jones - Financial Advisor: Khooshbu Bassi

Edward Jones - Financial Advisor: Khooshbu Bassi

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 education and be a…

YP
102 Years
in Business

8. Saratoga National Bank

Saratoga National Bank

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 consumer, home…

YP
36 Years
in Business

9. Bruno & Bruno Financial Services

Bruno & Bruno Financial Services

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 successfully.…

10. Saratoga Wealth

Saratoga Wealth

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 investment…

14. 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

15. Leverpoint Management

Leverpoint Management

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

OPEN NOW:8:00 am - 9:00 pm

16. 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…

17. 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…

19. LPL Financial, LLC. | Joshua Duvall

LPL Financial, LLC. | Joshua Duvall

855 Route 146 Ste 105, Clifton Park, NY, 12065

CLOSED NOW
YP
11 Years
in Business

21. Demaria Financial

Demaria Financial

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

YP
28 Years
in Business

22. Kellman Barnes Financial Planning

Kellman Barnes Financial Planning

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 Barnes Financial…

23. Wealth Advisory Group

Wealth Advisory Group

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 businesses with the…

24. 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…

25. 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…

26. 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…

27. 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,…