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Map of Waterford, NYMap of Waterford, NY

Financial Planning Consultants in Waterford, NY

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64. Purshe Kaplan Sterling Investments

Purshe Kaplan Sterling Investments

80 St Agnes Ln, Albany, NY, 12211

CLOSED NOW

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 innovative products.With…

YP
31 Years
in Business

65. Alexander W Cruden & Co - Alexander Cruden CPA

Alexander W Cruden & Co - Alexander Cruden CPA

12 Corporate Woods Blvd Ste 9, Albany, NY, 12211

OPEN NOW:9:00 am - 5:00 am

From Business: Alexander W Cruden - Our firm serves a variety of clients, private and not-for-profit. Our partners and professionals are ready to assist you with many areas of your business…

YP
39 Years
in Business

66. Silaika, Todd

Silaika, Todd

449 Route 146, Halfmoon, NY, 12065

CLOSED NOW

From Business: Welcome to Merrill Lynch in Clifton Park, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

67. Franke-Suarato, Annmarie

Franke-Suarato, Annmarie

449 Route 146, Halfmoon, NY, 12065

CLOSED NOW

From Business: Welcome to Merrill Lynch in Clifton Park, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

68. O'Toole, Michael

O'Toole, Michael

449 Route 146, Halfmoon, NY, 12065

CLOSED NOW

From Business: Welcome to Merrill Lynch in Clifton Park, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

69. Petersen, John, CFP

Petersen, John, CFP

449 Route 146, Halfmoon, NY, 12065

CLOSED NOW

From Business: Welcome to Merrill Lynch in Clifton Park, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

70. Equitable Advisors

Equitable Advisors

5 Maxwell Dr, Clifton Park, NY, 12065

CLOSED NOW

From Business: AXA Advisors is a broker, dealer and investment advisor for AXA Financial, which is a part of the global AXA Group. AXA Advisors assists over 3 million individual and business…

71. Christopher Spratt, Financial Advisor

Christopher Spratt, Financial Advisor

5 Maxwell Dr, Clifton Park, NY, 12065

CLOSED NOW

From Business: Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services.

73. Carson Wealth

Carson Wealth

855 Route 146, Clifton Park, NY, 12065

From Business: Helping You Pursue True WealthOur financial advisors in Clifton Park, New York, work with families, women and business owners to pursue their financial and life goals by…

74. Macdonald, Michael, AGT

Macdonald, Michael, AGT

678 Troy Schenectady Rd, Latham, NY, 12110

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

75. Legacy Wealth Group-LPL

Legacy Wealth Group-LPL

3 Lear Jet Ln, Latham, NY, 12110

CLOSED NOW

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…

76. 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…

77. Cetera Investors - Greenwood

Cetera Investors - Greenwood

43 British American Blvd Ste 1ST, Latham, NY, 12110

From Business: I attribute my passion for working with families to raising my two boys with my wife of 22 years. I met my wife in Saratoga through mutual friends and settled back in my home…

79. Planning Matters

Planning Matters

58 Clifton Country Rd Ste 200, Clifton Park, NY, 12065

86. Bonanno Vincent Jr

Bonanno Vincent Jr

855 Route 146 Ste 111, Clifton Park, NY, 12065

87. Coordinated Planning Service

Coordinated Planning Service

459 Clifton Corporate Pkwy, Clifton Park, NY, 12065

CLOSED NOW

90. Simmons Capital Group

Simmons Capital Group

139 Meyer Rd, Halfmoon, NY, 12065

CLOSED NOW