Best Financial Advisors in Albany, NY

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Albany area.

Greenbush Financial Group

Greenbush Financial Group

(49)
  • Financial Advice
  • Company
  • Future
“I reached out to Mr Ruger for a question regarding Roth IRA and he promptly responded with helpful information and recommendation of a cpa that could help me with my situation.”
In Business Since 2004
Remote Consultations Available
Accepts All Major Credit Cards
159 Wolf Rd Suite 101, Albany, NY
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Capable Wealth

Capable Wealth

(41)
  • Relationship
  • Resource
  • Married
“He has helped ease our concerns about our amateur knowledge base, educates us as needed, cares about our overall goals, and works with our busy schedules.”
In Business Since 2017
150 State St 4th floor, Albany, NY
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Rosemont Financial Group

Rosemont Financial Group

(17)
Corporations & Businesses, Individuals & Families
“I have been with Rene for 15 years and he has always makes sure to inform me of what is happening to my investments, good or not so good and what we are going to do to take care of those investments.”
In Business Since 2011
18 Corporate Woods Dr, Albany, NY
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Discount Edgar

Discount Edgar

(2)
Newswire, Datafeed, Edgar Filing
“They are the only filing agent, that I know of, happen to actually review the documents and check for accuracy.”
In Business Since 2009
Transparent Fees & Pricing
Emergency Services
125 Wolf Rd Suite 100, Albany, NY
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T M Byxbee Company Cpas NY

T M Byxbee Company Cpas NY

(4)
Quickbooks Services, Pricing, Services For Individuals
“After doing taxes for my business on my own for years, followed by a few years of trying to use other local accountants, I can't imagine going anywhere else.”
In Business Since 1990
Offers Financing Options
Transparent Fees & Pricing
18 Computer Dr E #101, Albany, NY
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Hinman Straub

Hinman Straub

(5)
Litigation, Government Relations, Labor and Employment
“Very professional and always got back to me.”
In Business Since 2001
Licensed
121 State St, Albany, NY
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John Gigliello, Albany Financial Group

John Gigliello, Albany Financial Group

(5)
Medicare Planning, Employer Plans, Social Security Planning
“We have used John's services as a tax preparer and financial advisor for so many, many years.”
In Business Since 2015
80 Wolf Rd #301, Albany, NY
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Sgroi Wealth w/ Broadway Advisor Group

Sgroi Wealth w/ Broadway Advisor Group

(3)
Estate & Legacy Planning, Investment Management, Tax Aware Investing
“You can trust them for competent financial advice, consultation, service and/or referral to the appropriate professional financial or other financial services provider to meet”
In Business Since 2013
368 Broadway 1st Floor, Albany, NY
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Bell Financial

Bell Financial

(1)
“Positive Responsiveness, Quality, Professionalism, Value”
Offers Financing Options
2 Pine West Plaza #203, Albany, NY
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Pioneer Wealth Management

Pioneer Wealth Management

“For more than 130 years, Pioneer has been providing financial, insurance, and employee benefit solutions to NY's Greater Capital Region.”
In Business Since 2019
Transparent Fees & Pricing
652 Albany Shaker Rd, Albany, NY
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Albany Financial Group

Albany Financial Group

(1)
“AFG is an excellent investment advisor.”
In Business Since 2001
80 Wolf Rd #301, Albany, NY
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Curran Wealth Management and Curran Investment Management

Curran Wealth Management and Curran Investment Management

(1)
“Give his firm a call won't be disappointed.”
In Business Since 2003
30 S Pearl St, Albany, NY
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Pyramid Funds Corporation

Pyramid Funds Corporation

(1)
“They shoot Pro V Is so they can't be doing that bad financially.”
In Business Since 1999
21 Everett Rd Ext Suite 2, Albany, NY
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Northeast Wealth Management

Northeast Wealth Management

(1)
“I have been doing business with Jason for many years.”
In Business Since 2020
4 Executive Park Dr, Albany, NY
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Moroukian Wealth Management Group

Moroukian Wealth Management Group

“As a firm we understand that individuals are faced with unique financial planning challenges. We would like to help you workthrough those challenges in order to work towards your financial goals and objectives. Our WealthAdvisors and Client RelationS...”
In Business Since 2014
5 Computer Dr W, Albany, NY
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Graypoint

Graypoint

“All wealth has purpose, but fulfilling its purpose in your life can be a road full of twists and turns. The team at Graypoint can help. Our knowledgeable, experienced advisors will work with you to create a roadmap to your financial objectives, large...”
In Business Since 2020
4 Tower Pl #1001, Albany, NY
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Albanyadvisor Group

Albanyadvisor Group

“While some financial planners prefer to work with clients whose assets fall within a particular wealth range, we believe that we have applicable financial planning and the associated investment management services that would benefit nearly any status...”
In Business Since 2000
20 Corporate Woods Blvd 4th Floor, Albany, NY
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Generations Planning Group

Generations Planning Group

(1)
Long Term Disability Plans, Long Term Care Insurance, Wealth Transfer to Next Generation
“Sue is personable, warm, and a great financial advisor!”
In Business Since 2011
Transparent Fees & Pricing
2020 Western Ave, Albany, NY
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Bonanno Michael

Bonanno Michael

(1)
“His immediate empathetic insightful guidance gave me a path towards a more secure future with his analysis and feedback.”
In Business Since 2013
Family Business
250 Osborne Rd Suite 1, Albany, NY
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Capital Financial Planning

Capital Financial Planning

Retirement Planning
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2002
Accepts Cash
Licensed, BBB Rating: A+
6 Tower Pl, Albany, NY
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CBM Business Solutions

CBM Business Solutions

(13)
  • Building
  • Call
  • Credit
“There is no guessing game or assuming how to get business credit or what to do or what businesses to spend money with because CBM will literally explain it to you step by step.”
1540 Central Ave, Albany, NY
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Burke & Casserly

Burke & Casserly

(3)
“Very professional and went beyond the usual efforts to accommodate the evolving aspects of my case.”
In Business Since 1993
255 Washington Ave Ext ste 104, Albany, NY
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Sefcu Wealth Management Services

Sefcu Wealth Management Services

“Dividends on Share Certificates accrue daily and are considered earned as accrued. Dividends are paid the last day of the month except when partial withdrawals are made or early closeout occurs. Withdrawals of dividends, fees and other conditions may...”
In Business Since 2022
Coupons & Offers
Transparent Fees & Pricing
655 Patroon Creek Blvd, Albany, NY
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Allsquare Wealth Management

Allsquare Wealth Management

Fee-Based Portfolio Management, Risk-Management Strategies, Retirement Income Analysis
“The retail financial services industry offers products and services through two very broad arms – broker-dealers and registered investment advisors. It is important for consumers of financial services to understand how their advisor is being compensa...”
In Business Since 2014
Transparent Fees & Pricing
200 Great Oaks Blvd Suite 219, Albany, NY
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Retirement Planning and Investment Management Services in Albany, NY Cost Estimates

Minimum cost
$1159
Maximum cost
$9851
National Average
$3477
Avg Per Hour Rates
$348
$2318
$6374
Fair price range is based on 292 cost profiles
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Average Cost $3477
Minimum cost $1159
Maximum cost $9851
Avg Per Hour Rates $348

Fair range $2318 to $6374 is based on 292 cost profiles.

Why these companies made our list

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