Best Financial Advisors in Schenectady, NY

“Richard Schaeffer”

“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.”

“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.”

“When you're first starting out, financial planning and wealth management can feel like navigating uncharted waters. Luckily, you don't have to set out alone. With years of experience, I can help you identify your goals, manage risk, and weather any s...”

“I was lucky enough to happen across a free video on youtube that explained some things around social security strategies and followed the referenced link to the website, clicked on "contact" and followed up with a question.”

“Philip always advocated for the process or choice that was advantageous to US – never to himself, never to his firm, and never because it was 'easier' for him or the 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.”

“Samantha Whitney Bryant is the best, very thorough and such a pleasant person.”

“Use them for my divorce was very helpful knowledgeable went above and beyond to help me I actually hired them for two other services I can think of a better place to be with more trusted and caring people”

“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.”

“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...”

“They've been taking care of our finances for years.”

“AFG is an excellent investment advisor.”

“They were able to handle all my family's needs.”

“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.”

“After having sub-par results with other firms who never reach out, I chose this business because of their honesty, experience, and high level of customer service.”