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State DirectoryFinancial Planners in Newtonville, NY
1. 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 solutions that…
3. Edward Jones - Financial Advisor: Nicolette H Fallisi
622 New Loudon Rd Ste 202, Latham, NY, 12110
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…
7. Annuity General
Serving the Newtonville Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
8. Legacy Wealth Group - Empire Financial Advisors
3 Lear Jet Ln Ste 200, Latham, NY, 12110
From Business: Welcome to Legacy Wealth Group, where financial planning is not just about numbers; it's about building enduring relationships. Our commitment goes beyond managing wealth; it's…
9. Paul R Loucks - Financial Advisor, Ameriprise Financial Services
125 Wolf Rd Ste 118, 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…
10. Matt Sperazzo - Financial Advisor, Ameriprise Financial Services
5 Palisades Dr Ste 320, 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…
11. Wayne, Sperazzo & Associates - Ameriprise Financial Services
5 Palisades Dr Ste 320, Albany, NY, 12205
From Business: At Wayne, Sperazzo & Associates, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…
12. Peter Bazanos - Financial Advisor, Ameriprise Financial Services
5 Palisades Dr Ste 320, 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…
13. Deborah Christopher - Financial 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…
14. Michael Lanuto - Financial 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…
15. Jeffrey Miller - Financial 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…
16. Sasa Mirkovic - 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…
17. 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…
18. 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…
19. George Amedore III - 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…
20. Matthew Gentile - Associate 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…
21. 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…
22. Merrill Lynch Wealth Management
26 Century Hill Dr, Latham, NY, 12110
From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
23. 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,…
24. James Watkinson - RBC Wealth Management Financial Advisor
455 Patroon Creek Blvd Ste 200, Albany, NY, 12206
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
25. Timothy Distefano - RBC Wealth Management Financial Advisor
455 Patroon Creek Blvd Ste 200, Albany, NY, 12206
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
26. Brittney Fields-Morrison - RBC Wealth Management Financial Advisor
455 Patroon Creek Blvd Ste 200, Albany, NY, 12206
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
27. Thomas Brockley - RBC Wealth Management Financial Advisor
455 Patroon Creek Blvd Ste 200, Albany, NY, 12206
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
28. Teri Schuerlein - RBC Wealth Management Financial Advisor
455 Patroon Creek Blvd Ste 200, Albany, NY, 12206
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
29. Jennifer Ludwig - RBC Wealth Management Financial Advisor
455 Patroon Creek Blvd Ste 200, Albany, NY, 12206
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
30. Nikki Haskins - RBC Wealth Management Financial Advisor
455 Patroon Creek Blvd Ste 200, Albany, NY, 12206
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…