Best Financial Advisors in Albany, NY

BST & Co. is a financial advisory firm that caters to individuals and businesses in Albany. Established in 1947, it reviews the tax and accounting histories of its clients. Through this, the firm's advisors are able to help customers identify their key financial goals, such as reducing annual expenses and maximizing profits. They also help them predict the outcomes of planned sales or partnerships with other corporations and conglomerates. The firm's managing partner, Ronald Guzior, is a certified public accountant.

Capital Services, LLC, offers financial planning, investment management, and tax preparation solutions to middle-class clients in Albany and the surrounding areas. The company also caters to customers all over the country and overseas. It manages investment portfolios using individual securities, such as public traded stocks and bonds. The Capital Services team maintains a fiduciary responsibility as a National Association of Personal Financial Advisors member. William Jerome founded the company in 1990. He volunteers at Building Homes for Heroes in his spare time.

Rosemont Financial Group is an independent financial services firm that has been serving individuals, businesses, and families in Albany since 2010. Its financial advisors provide financial planning services, including retirement income, wealth, and estate planning. The company also offers financial products such as retirement accounts, insurance, annuities, and mutual funds. One of the firm's founding members, Paul Coluccio, is a Certified Financial Planner with over 12 years of experience in wealth management, retirement planning, income generation, and wealth transfer solutions.

Greenbush Financial Group, LLC, is an independent wealth management firm serving Albany. It offers financial planning and investment management services and assists with employer-sponsored retirement plans, including pension, simple IRA, and 401(k). The firm also serves as an insurance broker that specializes in Medicare plans. Greenbush Financial Group works with businesses with hundreds of employees throughout the United States and manages approximately $405 million worth of assets. Its financial planners have developed over 300 financial plans and are members of the Financial Planning Association.

R. Paul Moroukian LLC is a wealth management agency that helps individuals and groups in the Albany metro. It assists clients in the areas of insurance, financial planning, and investment services. Its financial planning services cover college and estate, retirement, and 401(k) and 403 (b) planning. The company's website features calculators that identify and compute client issues such as Social Security taxes and current cash flow. Founder R. Paul Moroukian is a Certified Financial Planner who started his career as a financial advisor in 1986.

Madison Wealth Managers is a full-service firm that caters to families and individuals in the Albany metro. Its financial advisors, tax specialists, and estate planners help investors achieve their financial goals through their range of comprehensive financial planning solutions. They create financial plans tailored to clients' needs, situations, and risk capacities. The company also offers retirement planning, education funding, and investment management services. One of its senior vice presidents, Michael Brown, has been in the financial services industry since 1992.

Capable Wealth is a financial planning company serving clients in and around the Albany metro. The company helps small business owners, empowering them to make sound financial decisions. Its representatives assist individuals in implementing plans to bridge the gap between their current habits and future needs. The firm’s founder, Jared Paul, is a Certified Financial Planner and a Certified Investment Management Analyst. Paul supports the Financial Planning Association and has worked with many charitable groups, including Habitat for Humanity.

Albany Financial Group is an independent firm that has been serving individuals, families, and businesses in the metro since 1973. It helps clients reach their financial objectives through cash flow management, wealth accumulation, asset allocation, and tax planning services. The firm's financial planning and investment management practice is affiliated with A.J. Amato Wealth Management. Under the affiliation, Albany Financial Group manages over $1.2 billion in assets. Leonard Valletta, who serves as the principal for the firm, has been a financial planner since 1984.

Thoroughbred Advisors is a firm serving Albany and the surrounding areas. It offers a wide range of services including financial and retirement planning, investment management, and life insurance. Its advisors assess their clients’ financial picture and advise them on strategies to help them reach their financial goals. They review their financial status on a regular basis and set up meetings. As part of this process, the firm offers an aggregation software that allows the clients to stay updated on their financial situations.