Top Three Rated

Best Financial services in ALBANY

3 trusted local Financial Services in Albany, New York

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Greenbush Financial Group

159 Wolf Rd Suite 101, Albany, NY
Pincode: 12205
4.9 (142 reviews) Since 2000
Specialties
Financial Planning Investment Management Employer-Sponsored Retirement Plans & Virtual/Remote Delivery Platform
About Business

Greenbush Financial Group, LLC is an independent registered investment advisory firm based out of New York that specializes in fee-based financial planning, investment management, and employer-sponsor...

Greenbush Financial Group, LLC is an independent registered investment advisory firm based out of New York that specializes in fee-based financial planning, investment management, and employer-sponsored retirement plans.

Contact Information
(518) 477-6686
mruger@greenbushfinancial.com
https://www.greenbushfinancial.com/
Working Hours
Open Mon - Fri: 8:30am - 5pm Sat & Sun: Closed
Customer Review
Amazing service! I spoke with Michael and he helped me confidently move forward with some big financial decisions. In addition, he had a great tip for some additional life insurance that will allow me to feel more secure about my family's future. I would highly suggest reaching out.
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Capable Wealth

150 State St 4th floor, Albany, NY
Pincode: 12207
5.0 (51 reviews) Since 0000
Specialties
Financial Planning for Professionals Business Owners Business & Practice Planning Investment Management Asset Protection Tax Strategy & Entity Structuring
About Business

Capable Wealth is a fee-only financial planning and advisory firm.They focus on serving business owners and professionals — with a particular specialty in working with orthopedic surgeons — to build,...

Capable Wealth is a fee-only financial planning and advisory firm.They focus on serving business owners and professionals — with a particular specialty in working with orthopedic surgeons — to build, protect and optimise wealth and business value.

Contact Information
(518) 290-7723
info@capablewealth.com
https://www.capablewealth.com/
Working Hours
Open Mon - Fri: 9am - 5pm Sat & Sun: Closed
Customer Review
Jared has been a pleasure to work with--he is patient and thorough, and takes the time to get to know you personally in order to best help you. He is easygoing and knowledgable and ensures you are comfortable every step of the way.
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Rosemont Financial Group

18 Corporate Woods Dr, Albany, NY
Pincode: 12211
4.9 (40 reviews) Since 2020
Specialties
Financial Planning Investments and Portfolio Management Retirement and Business Owner Services Insurance & Risk Management
About Business

Rosemont Financial Group is an independent financial services firm focused on helping individuals, families, and businesses determine and pursue their financial goals.

Contact Information
(518) 621-7173
(518) 621-7171
info@rosemontfg.com
https://www.rosemontfg.com/
Working Hours
Open Mon - Fri: 8am - 4pm Sat & Sun: Closed
Customer Review
Rene is wonderful to work with. When I retired he consolidated my investments and made my transition from working to retirement easy as he took care of everything. He is very professional and personable and responds quickly when you reach out to him. I highly recommend him.
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