Best Financial Advisors in Colonie, NY

“We got a complementary call to have some questions about financial aid answered, Michael Ruger answer us to the best of his knowledge and even point us in another direction for extra help.”

“If you are looking for someone who produces impeccable work, is client oriented and will always have your best interest at heart, I would 100% recommend Monthie Law Firm!”

“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.”

“Richard Schaeffer”

“The place to call fo4 all assisted living needs”

“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...”

“Very friendly and professional service.”

“Rosemont Financial Group is an independent financial services firm focused on helping individuals, families, and businesses determine and pursue their financial goals. We are determined to help make your financial planning experience simple and hassl...”

“We were very impressed by Jared's thoroughness, knowledge, and approach in providing us with a meaningful and valuable financial plan as we plan our retirement.”

“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.”

“AFG is an excellent investment advisor.”

“Excellent Staff”

“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...”

“Always there to answer any question.”

“Fee-Only financial planning and investment advisory services are offered through Capital Financial Advisors of New York, LLC, a registered investment advisory firm located at 10 Maxwell Drive, Suite 104B, Clifton Park in the Capital District of Upsta...”

“Due to a switch with the company I worked for, I needed to roll over my 401k, I met with Jeff Jones, I explained to Jeff that I have no financial knowledge, he said that is why he does what he does.”

“Having gone through several market ups and downs I can say that they keep our long term goals in mind in making investment decisions and recommendations.”

“Always so professional and always send me in the right direction.”

“Where wining clamor tic6”