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Best Financial Advisors in Albany

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Albany, NYAlbany, NY

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Albany, NYAlbany, NY

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

80 Wolf Road Suite 301, Albany, NY 12205
Albany, NY 12205
  • Finance Planning

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.

80 Wolf Road Suite 301, Albany, NY 12205
Albany, NY 12205

Website(518) 786-3300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

26 Computer Drive West, Albany, NY 12205
Albany, NY 12205
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

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.

26 Computer Drive West, Albany, NY 12205
Albany, NY 12205

Website(518) 459-6700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

150 State Street, 4th Floor, Albany, NY 12207
Albany, NY 12207
Instagram
  • Certified Financial Planner (CFP)

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.

150 State Street, 4th Floor, Albany, NY 12207
Albany, NY 12207

InstagramWebsite(518) 290-7723

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

133 Saratoga Road, Glenville, NY 12302
Glenville, NY 12302
  • Certified Financial Planner (CFP)
  • Financial Planning

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.

133 Saratoga Road, Glenville, NY 12302
Glenville, NY 12302

Website(518) 399-3903

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4 Executive Park Drive, Suite 18, Albany, NY 12203
Albany, NY 12203
  • Financial Planning
  • Wealth Management

College Aid Planning Associates, Inc., offers independent financial services and strategies to individuals and businesses in Albany. It informs clients on methods for accumulating money in preparation for retirement. Its advisors determine investments suitable for individuals by assessing their asset allocation, risk tolerance, and time horizon. in addition, they assist in risk protection through life, disability, and long-term care insurance. President Peter Laurenzo, a CFP, is the author of "College Financial Aid: How To Get Your Fair Share."

4 Executive Park Drive, Suite 18, Albany, NY 12203
Albany, NY 12203

Website(518) 435-9042

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

159 Wolf Road, Suite 101, Albany, NY 12205
Albany, NY 12205
  • Estate Planning
  • Tax Planning
  • Retirement Planning

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.

159 Wolf Road, Suite 101, Albany, NY 12205
Albany, NY 12205

Website(518) 477-6686

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

646 Plank Road, Suite 200, Clifton Park, NY 12065
Clifton Park, NY 12065
  • Finance Planning

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.

646 Plank Road, Suite 200, Clifton Park, NY 12065
Clifton Park, NY 12065

Website(518) 348-7770

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5 Computer Drive West, Albany, NY 12205
Albany, NY 12205
  • Financial Planning

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.

5 Computer Drive West, Albany, NY 12205
Albany, NY 12205

Website(518) 453-1200

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

18 Corporate Woods Boulevard 2nd Floor, Albany, NY 12211
Albany, NY 12211
  • Retirement Planning
  • Financial Planning

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.

18 Corporate Woods Boulevard 2nd Floor, Albany, NY 12211
Albany, NY 12211

Website(518) 621-7173

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1202 Troy Schenectady Rd Building #2, Latham, NY 12110
Latham, NY 12110
Instagram
  • Retirement Planning
  • Financial Planning

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.

1202 Troy Schenectady Rd Building #2, Latham, NY 12110
Latham, NY 12110

InstagramWebsite(518) 608-4608

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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