Albany, NY12 retirement financial services near you

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Albany Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in Albany.

Canty Financial Management
5.0
from 4 reviews
  • 33 years in business
  • 4 hires on Thumbtack
Carol S.
Verified review

Tina Alteri and Canty Financial Management provided me with outstanding service and I could not be more pleased with the results. I would highly recommend them.

Merrill Lynch
5.0
from 1 review
  • 1 hire on Thumbtack
Julie L.
Verified review

Harrison was very knowledgeable and exhibited a sincere concern for me as a potential client. He has an obvious passion for his work.

About

I am a graduate of Wharton School of Finance and have over 40 years of experience as a CFO and CPA in many public and private companies. I have seen it all.

About

At Collar City Financial Strategies we work with Individuals and Businesses to provide guidance in the following areas. - Wealth Management - Managed Money for a fee - Retirement Income - Annuities - Life, LTC, and Disability Insurance - Planning in the following areas. Retirement, Estate, Business Succession, Non Qualified Plan designs, as well as Survivor and Income protection.

About

Attention to detail. Quality advice. Focus on customer service.

About

We specialize in helping our clients develop a comprehensive and cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. Our services cover all areas of financial management, from investment to retirement planning, risk management and estate conservation.

About

We teach people how to get out of their debt and retire on track. We educate middle-income families on how money works!

About

As a financial planner and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

About

I am a New York Life insurance agent, and a registered representative of NYLife Securities LLC at the Albany General Office. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

About

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest-quality information, services, and products to help you reach your goals.

About

We are an independent financial services center. We offer retirement and education planning, estate planning, senior security, investments and insurance.

About

At Zoar Financial, we are committed to being a truly independent financial and investment adviser. We pride ourselves in doing research on financial issues, as well as investments that can have both timely and pertinent impact(s) on our clients' situation. Through careful questioning and research, we help to construct a financial plan that is specifically tailored to each client's situation.

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