Colonie, NY

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Colonie, NY
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Best Financial Advisors in Colonie, NY

The highest-rated Financial Planning & Wealth Management companies out of 127 vetted & reviewed in the Colonie area.

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Greenbush Financial Group

Greenbush Financial Group

(49)
  • Videos
  • Social Security
  • Tax
“I stumbled across an interesting article on a unique subject on their website, sent Michael Ruger a question on that unique topic and he sent me a concise detailed response quicker than most of the people I do business with on a regular basis.”
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2002
159 Wolf Rd Suite 101, Albany, NY
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Monthie Law Firm

Monthie Law Firm

(50)
Medicaid Planning and Application, Tax Advisement, Corporate and Business Law
“I use Monthie Law for personal and business related accounting, law interpretation, financial advising, business planning, and are always available to answer any questions that I have.”
In Business Since 2017
Serving Colonie Area
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Capable Wealth

Capable Wealth

(41)
  • Questions
  • Knowledge
  • Partnership
“His onboarding process really had us dig deep to map our financial and personal goals in the near and long term and helped us to understand the tradeoffs we will need to make to reach them.”
In Business Since 2017
150 State St 4th floor, Albany, NY
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Pratt & Associates

Pratt & Associates

(6)
Tax Services, Services For Quickbooks, Industries
“At Pratt has been much more available, helpful, and much less expensive to boot.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
Serving Colonie Area
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Rosemont Financial Group

Rosemont Financial Group

(17)
Individuals & Families, Corporations & Businesses
“Rene Farrington and the Rosemont Financial Group has been instrumental in allowing me to consolidate multiple retirement accounts for better management.”
In Business Since 2011
18 Corporate Woods Dr, Albany, NY
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Discount Edgar

Discount Edgar

(2)
Ownership Forms, Newswire, Datafeed
“They also provide secondary review of my EDGAR documents for accuracy at no extra charge.”
Transparent Fees & Pricing
Emergency Services
In Business Since 2009
125 Wolf Rd Suite 100, Albany, NY
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T M Byxbee Company Cpas NY

T M Byxbee Company Cpas NY

(4)
Tax Services, Quickbooks Services, Pricing
“Tom Gessick is a true expert in his field, and his knowledge and experience have been invaluable in helping me navigate complex tax and accounting issues.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1988
18 Computer Dr E #101, Albany, NY
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John Gigliello, Albany Financial Group

John Gigliello, Albany Financial Group

(5)
Tax Planning & Resources, Medicare Planning, Social Security Planning
“We did a lot of research on prospective advisors, and John was the person we decided to go with, We have not been disappointed.”
In Business Since 2015
80 Wolf Rd #301, Albany, NY
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Steven R. Jones, CPA

Steven R. Jones, CPA

(1)
Non-Profit Organizations, Services For Individuals, Tax Services
“Richard Schaeffer”
Transparent Fees & Pricing
In Business Since 1994
133 Saratoga Rd, Schenectady, NY
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Hinman Straub

Hinman Straub

(5)
Estates and Financial Planning, Government Relations, Health
“The place to call fo4 all assisted living needs”
Licensed
In Business Since 2003
121 State St, Albany, NY
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Gabriele Bottini & Associates Cpa's

Gabriele Bottini & Associates Cpa's

(2)
Tax Services, Quickbooks Services, Business Services
“But I have been a financial planner for 43 years without a doubt this group of CP As is the best I have ever worked very professional office and mannerism is impeccable”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2021
Serving Colonie Area
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Sgroi Wealth w/ Broadway Advisor Group

Sgroi Wealth w/ Broadway Advisor Group

(3)
Tax Aware Investing, Estate & Legacy Planning, Retirement Planning
“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 2015
368 Broadway 1st Floor, Albany, NY
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Mark D Witecki CPA CFP CFE EA Ccps Cdfa

Mark D Witecki CPA CFP CFE EA Ccps Cdfa

(2)
Tax Preparation, Enrolled Agent
“With Mark's endless list of credentials, and his previous experience as an auditor, I cant image anyone having superior knowledge in how to properly navigate the ever changing tax code, and do so in a way that puts one at ease knowing it was done cor...”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1991
3701 State St, Schenectady, NY
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Sicilia & Associates

Sicilia & Associates

(1)
“Very friendly and professional service.”
Family Business
In Business Since 2010
2312 Broadway, Schenectady, NY
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Wise Financial

Wise Financial

(11)
  • Team
  • Meetings
  • Future
“Showed me strengths and weaknesses of multiple plans and places in which I could invest, which I highly search for and respect as I like to see all of my possibilities the good and the bad so I can determine what is truly best.”
In Business Since 2017
Serving Colonie Area
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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.”
Transparent Fees & Pricing
In Business Since 2019
652 Albany Shaker Rd, Albany, NY
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Del-Sette Capital Management

Del-Sette Capital Management

(3)
“They now have my trust and commitment and although they taught me to understand patience, I am thankful for their patience with me and my cynical and often skeptical ways.”
In Business Since 2012
1332 Union St, Schenectady, NY
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Simmons Capital Group

Simmons Capital Group

(4)
“I couldn't be happier or feel safer with anyone else in control of my retirement.”
Free Initial Consultation
In Business Since 2012
Serving Colonie Area
Featured

This webinar will start off with an overview by founder and owner of Simmons Capital Group, Donald E. Simmons, CFP, on the economic environment nationally, as well as specific insights into the market and forecasts. Following Don’s remarks, we’ll hear from a few financial industry leaders. Erik Olsen, of Arete Advisors and Seth Mc Bee of Mc Bee Advisors, along with Darren Leader of Simmons Capital Group will share their thoughts on the current state of the economy as well as their outlook for the coming year. Even if you are not a current Simmons Capital Group client, you will be able to walk away from this call with some actionable ideas for your own portfolio, so feel free to join us.

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Zalucki & Halstead

Zalucki & Halstead

“Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating each and every item reported o...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2001
Serving Colonie Area
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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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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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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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Retirement Planning and Investment Management Services in Colonie, NY Cost Estimates

Minimum cost
$1134
Maximum cost
$9636
National Average
$3401
Avg Per Hour Rates
$341
$2268
$6235
Typical price range is based on 497 cost profiles
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Average Cost $3401
Minimum cost $1134
Maximum cost $9636
Avg Per Hour Rates $341

Typical range $2268 to $6235 is based on 497 cost profiles.

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Wealth Management Advisors near Colonie

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