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State DirectoryInvestment Management in Greenwich, NY
1. Edward Jones - Financial Advisor: Allison Avent
2 Church St, Greenwich, NY, 12834
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…
2. Edward Jones - Financial Advisor: Breanna L Lundy, CFP®|CEPA®
2 Church St, Greenwich, NY, 12834
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…
4. Cambridge Wealth Management
5 Washington St Ste 2, Cambridge, NY, 12816
From Business: .
8. Legacy Planning Partners
510 Glen St., Glens Falls, NY, 12801
From Business: We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a…
9. Niles Wealth Management of Janney Montgomery Scott
60 Railroad Pl 4th Fl, Saratoga Springs, NY, 12866
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
10. Stephen Krakower of Janney Montgomery Scott
60 Railroad Pl 4th Fl, Saratoga Springs, NY, 12866
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
11. Janney Montgomery Scott
60 Railroad Pl 4th Fl, Saratoga Springs, NY, 12866
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
12. Pollard, Bryan & Carl Wealth Management of Janney Montgomery Scott
60 Railroad Pl 4th Fl, Saratoga Springs, NY, 12866
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
15. Minich Macgregor
17. Edward Jones - Financial Advisor: Brian P Warner
686 Upper Glen St, Queensbury, NY, 12804
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…
18. True Living Financial
125 High Rock Ave Suite 205, Saratoga Springs, NY, 12866
From Business: True Living Financial is a Registered Investment Adviser. We provide and implement financial strategies for all stages of life to individuals and corporations. Adam McNeill,…
19. Bruno & Bruno Financial Services
7 Court St, Saratoga Springs, NY, 12866
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.…
20. The Adirondack Trust Company
473 Broadway, Saratoga Springs, NY, 12866
From Business: The Adirondack Trust Company is a community bank founded by New York State Senator Edward T. Brackett in 1916. A national business magazine named The Adirondack Trust Company…
21. Daniel P. Hazewski CLU ChFC CFP
510 Glen St, Glens Falls, NY, 12801
From Business: Time is not on our side. If you snap your fingers your children have grown,your friends are all older and guess what, you are too. Not that that's a bad thing. Most people I…
22. Saratoga Wealth
340 Broadway Ste 8, Saratoga Springs, NY, 12866
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…
23. Merrill Lynch Wealth Management
18 Division St, Saratoga Springs, NY, 12866
From Business: Welcome to Merrill Lynch in Saratoga Springs, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…
24. Flagstar Bank
32 Clinton St, Saratoga Spgs, NY, 12866
From Business: Due to COVID-19, we are limiting interactions in the majority of our branches. This branch will only be offering appointment-only services during normal business hours. For…
25. Saratoga National Bank
171 S Broadway, Saratoga Springs, NY, 12866
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…
27. Glens Falls, NY Branch Office - UBS Financial Services Inc.
1 Broad Street Plz Ste 2ND, Glens Falls, NY, 12801
"The Office of UBS under the direction of Stephan Wright and now Lisa Bruce has for many many years been the best thing that could have happened to our retirement monies. I…"
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