Best Financial Advisors in Albany

Serving Albany and nearby areas, Cannon Financial Strategists, Inc., is a full-service retirement plan consulting firm that has been in the business since 1984. It offers individual services, such as retirement planning, asset management, and tax solutions. Its retirement planning strategies include plan design and consultation, participant education and advice, and plan compliance and administration. The firm's clients have an average tenure of 20 years. Its co-founder, Hamp Williams, specializes in retirement planning consulting and design.

Dasher & Padgett Financial Advisors, Inc., offers wealth management counsel to inhabitants of Albany. Its services include investment diversification and fiscal planning to guide individuals in growing their funds through the use of stocks, bonds, and mutual funds. The company also engages in retirement and estate planning to secure assets for clients' later years. In addition, the establishment provides tax advice for minimizing a customer's liabilities within legal parameters. The firm's clientele includes individuals and businesses.

JG Johnson Company, CPA, PC, provides financial services to clients in the Albany area. Its team assists individuals and families with managing their money so that they attain current and future goals. The firm helps with choosing insurance policies, setting up a college fund, and preparing for a comfortable retirement with sufficient income for a client's golden years. It also handles estate planning, which includes drafting a will and probate administration. The company is staffed by certified public accountants.

KingsMark Private Financial Advisors has been serving individuals in Albany for over 35 years. It offers advisory services to help clients preserve and grow their wealth. It offers guidance on retirement and tax planning, legacy creation, and charitable endeavors. The company draws on its network of selected partners to provide customers access to various resources. Its advisors take the time to get to know the client and their needs to determine the strategy and resources necessary to implement their plan.

Financial advisors at Morgan Stanley aim to help individuals, families, and institutions preserve and manage wealth to pursue their long-term or short-term goals. Serving Albany and the nearby communities, the firm provides a broad range of financial services, such as budgeting, cash management, retirement planning, and investment management. Morgan Stanley was established in 1935 and maintains offices and employees around the globe, including Australia, China, France, Switzerland, South Africa, and Saudi Arabia. CEO James Gorman is a member of the Financial Service Forum.

OneAscent Wealth provides residents of Albany advice on handling money. The firm assists customers in planning their investments, retirement funds, and estates. It also helps customers formulate tax avoidance strategies that are permissible under revenue statutes. The company educates individuals on making values-based choices, encouraging them to place their money with companies whose values align with the investor's personal conscience. CEO Harry Pearson adopted this virtue-centered paradigm for his own establishment after close to two decades’ work as a financial advisor for other offices.

Phoebe is a group of financial advisors serving Albany and the surrounding areas that helps people prepare for the future. They offer advice and assistance concerning asset allocation, plan enrollment, and financial education. They also help in retirement planning, coordination pension, and Social Security. To support financial wellness, the team offers group presentations regarding investments, retirement readiness, and financial planning concepts. Phoebe works in partnership with Cannon Financial Strategists, Inc., and TransAmerica.

The Jenkins Group is a company that provides and tailors financial strategies for clients in Albany and the surrounding areas. It specializes in financial planning, trust services, and investment management. The firm's strategy starts by helping clients identify their financial goals. Included in the services are progress monitoring and updating goals. Founded in 1987, The Jenkins Group keeps watch on the financial marketplace, alerts clients regarding tax law revisions, and adjusts client portfolios for investments.

Upland Wealth Advisors is an independent financial services firm that serves clients in Albany and the nearby metros. With its diverse range of financial solutions, the company assists individuals and businesses in managing their investments and financial assets. Investment planning, insurance management, retirement planning, education savings, life-change strategies, and estate planning are all handled by its financial advisors. In addition, the team specializes in 401(k) distribution options. Vic Sullivan, the company's founder, also founded Heroes Hunting, an annual outreach program for U.S. Marines.