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Greenbush Financial Group
“Excellent firm to work with; everyone here is very knowledgeable, and responsive to any questions that you may have”
Best Financial Advisors near Colonie, NY
There are no firms listed in Colonie itself yet; the 15 below are the closest options, from Albany (11, 5 mi), Latham (3, 1 mi) and Schenectady (1, 8 mi).
1 open weekends · 13 rated 4.5+
Data verified October 16, 2026
Capable Wealth
“He's really helped us navigate the first steps of being newly married and worked with us through our planning for our personal long term lifestyle goals.”
Monthie Law Firm
“Philip Monthie explained at great length the options available for trust and will preparation.”
Rosemont Financial Group
“Rene Farrington and the Rosemont Financial Group has been instrumental in allowing me to consolidate multiple retirement accounts for better management.”
Sausville Benson Financial
“They are very professional, knowledgeable, and helpful!”
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John Gigliello, Albany Financial Group
“Their expertise, attention to detail, and personalized approach have not only secured our financial future but also provided peace of mind.”
The 15 firms listed for Colonie, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Colonie, NY
The 15 firms on this page are rated from 4.1 to 5.0 across 471 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on Saturdays. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Colonie take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Mark D Witecki CPA CFP CFE EA Ccps Cdfa
“Very good explanation on your tax returns and also very well mannered and very clean environment.”
Sgroi Wealth w/ Broadway Advisor Group
“They treat my wife and I well and their recommend investments have always done well by me.”
Bell Financial
“My retirement is all set thanks to Derek!”
Generations Planning Group
“Sue is personable, warm, and a great financial advisor!”
Curran Wealth Management and Curran Investment Management
“Give his firm a call won't be disappointed.”
Pyramid Funds Corporation
Moroukian Wealth Management Group
Albanyadvisor Group
BST Gallagher Flynn
“I have been very happy with the client service and the personalized attention.”
Why these companies made our list
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