Keyword:
Location
 

  Albany financial planning consultants


Other Related Categories in
Albany, New York

Find financial planning consultants near
Albany, New York
 Accord
 Acra
 Adirondack
 Alcove
 Alplaus
 Altamont
 Altona
 Amenia
 Amsterdam
 Ancram
 Ancramdale
 Annandale on Hudson
 Argyle
 Arkville
 Ashland
 Athens
 Athol
 Au Sable Forks
 Auriesville
 Austerlitz
 Averill Park
 Bakers Mills
 Ballston Lake
 Ballston Spa
 Bangall
 Barrytown
 Barryville
 Beacon
 Bearsville
 Berlin
 Berne
 Bethel
 Big Indian
 Billings
 Bloomingburg
 Bloomingdale
 Bloomington
 Blue Mountain Lake
 Boiceville
 Bolton Landing
 Bombay
 Brainard
 Brainardsville
 Brant Lake
 Broadalbin
 Brushton
 Burke
 Burlingham
 Burnt Hills
 Buskirk
 Cadyville
 Cairo
 Callicoon
 Callicoon Center
 Cambridge
 Canaan
 Carlisle
 Caroga Lake
 Castle Point
 Castleton on Hudson
 Catskill
 Central Bridge
 Champlain
 Charlotteville
 Chateaugay
 Chatham
 Chazy
 Chelsea
 Cherry Plain
 Chestertown
 Chichester
 Childwold
 Churubusco
 Clarksville
 Claryville
 Claverack
 Clemons
 Cleverdale
 Clifton Park
 Climax
 Clinton Corners
 Clintondale
 Cobleskill
 Cochecton
 Cochecton Center
 Coeymans
 Coeymans Hollow
 Cohoes
 Columbiaville
 Comstock
 Connelly
 Constable
 Copake
 Copake Falls
 Corinth
 Cornwall
 Cornwall on Hudson
 Cornwallville
 Cossayuna
 Cottekill
 Coxsackie
 Cragsmoor
 Cranberry Lake
 Craryville
 Cropseyville
 Crown Point
 Cuddebackville
 Dannemora
 Delanson
 Delmar
 Denver
 Diamond Point
 Dickinson Center
 Dormansville
 Dover Plains
 Duanesburg
 Durham
 Eagle Bridge
 Earlton
 East Berne
 East Chatham
 East Durham
 East Greenbush
 East Jewett
 East Nassau
 East Schodack
 East Worcester
 Eldred
 Elizabethtown
 Elizaville
 Elka Park
 Ellenburg
 Ellenburg Center
 Ellenburg Depot
 Ellenville
 Esopus
 Esperance
 Essex
 Fallsburg
 Ferndale
 Feura Bush
 Fishkill
 Fleischmanns
 Fonda
 Forestburgh
 Fort Ann
 Fort Covington
 Fort Edward
 Fort Hunter
 Fort Johnson
 Freehold
 Fremont Center
 Fultonham
 Fultonville
 Gabriels
 Gallupville
 Galway
 Gansevoort
 Gardiner
 Germantown
 Ghent
 Gilboa
 Glasco
 Glen Spey
 Glen Wild
 Glenford
 Glenham
 Glenmont
 Glens Falls
 Gloversville
 Grafton
 Grahamsville
 Grand Gorge
 Granville
 Greenfield Center
 Greenfield Park
 Greenville
 Greenwich
 Guilderland
 Guilderland Center
 Hadley
 Hagaman
 Hague
 Haines Falls
 Halcottsville
 Hampton
 Hankins
 Hannacroix
 Harris
 Hartford
 Hensonville
 High Falls
 Highland
 Highland Lake
 Highmount
 Hillsdale
 Hollowville
 Holmes
 Hoosick
 Hoosick Falls
 Hopewell Junction
 Hortonville
 Howes Cave
 Hudson
 Hudson Falls
 Hughsonville
 Huguenot
 Huletts Landing
 Hunter
 Hurley
 Hurleyville
 Hyde Park
 Indian Lake
 Jay
 Jefferson
 Jeffersonville
 Jewett
 Johnsburg
 Johnsonville
 Johnstown
 Kattskill Bay
 Kauneonga Lake
 Keene
 Keene Valley
 Keeseville
 Kenoza Lake
 Kerhonkson
 Kiamesha Lake
 Kinderhook
 Kingston
 Knox
 Lagrangeville
 Lake Clear
 Lake George
 Lake Hill
 Lake Huntington
 Lake Katrine
 Lake Luzerne
 Lake Placid
 Lake Pleasant
 Lanesville
 Latham
 Lawrenceville
 Leeds
 Lewis
 Lexington
 Liberty
 Livingston
 Livingston Manor
 Loch Sheldrake
 Long Eddy
 Long Lake
 Lyon Mountain
 Malden Bridge
 Malden on Hudson
 Malone
 Maplecrest
 Margaretville
 Marlboro
 Maryland
 Maybrook
 Mayfield
 Mechanicville
 Medusa
 Mellenville
 Melrose
 Middle Falls
 Middle Granville
 Middle Grove
 Middleburgh
 Millbrook
 Millerton
 Milton
 Minerva
 Mineville
 Modena
 Moira
 Mongaup Valley
 Montgomery
 Monticello
 Mooers
 Mooers Forks
 Moriah
 Moriah Center
 Morrisonville
 Mount Marion
 Mount Tremper
 Mountain Dale
 Napanoch
 Narrowsburg
 Nassau
 Neversink
 New Baltimore
 New Kingston
 New Lebanon
 New Paltz
 New Russia
 New Windsor
 Newburgh
 Newcomb
 Newtonville
 Nicholville
 Niverville
 North Bangor
 North Blenheim
 North Branch
 North Chatham
 North Creek
 North Granville
 North Hoosick
 North Hudson
 North Lawrence
 North River
 Northville
 Oak Hill
 Obernburg
 Old Chatham
 Olivebridge
 Olmstedville
 Owls Head
 Palenville
 Paradox
 Parksville
 Patterson
 Pattersonville
 Paul Smiths
 Pawling
 Peru
 Petersburg
 Phillipsport
 Philmont
 Phoenicia
 Piercefield
 Pine Bush
 Pine Hill
 Pine Plains
 Piseco
 Plattekill
 Plattsburgh
 Pleasant Valley
 Poestenkill
 Pond Eddy
 Port Ewen
 Port Henry
 Port Jervis
 Port Kent
 Porter Corners
 Pottersville
 Poughkeepsie
 Poughquag
 Prattsville
 Preston Hollow
 Purling
 Putnam Station
 Quaker Street
 Queensbury
 Rainbow Lake
 Ravena
 Ray Brook
 Red Hook
 Redford
 Rensselaer
 Rensselaerville
 Rexford
 Rhinebeck
 Rhinecliff
 Richmondville
 Rifton
 Riparius
 Rock City Falls
 Rock Hill
 Rock Tavern
 Roscoe
 Rosendale
 Rotterdam Junction
 Round Lake
 Round Top
 Rouses Point
 Roxbury
 Ruby
 Sabael
 Saint Regis Falls
 Salem
 Salisbury Mills
 Salt Point
 Sand Lake
 Saranac
 Saranac Lake
 Saratoga Springs
 Saugerties
 Schaghticoke
 Schenectady
 Schenevus
 Schodack Landing
 Schoharie
 Schroon Lake
 Schuyler Falls
 Schuylerville
 Selkirk
 Severance
 Shandaken
 Shokan
 Shushan
 Silver Bay
 Slingerlands
 Sloansville
 Smallwood
 South Bethlehem
 South Cairo
 South Fallsburg
 South Glens Falls
 Sparrow Bush
 Speculator
 Spencertown
 Sprakers
 Spring Glen
 Staatsburg
 Stamford
 Stanfordville
 Stephentown
 Stillwater
 Stone Ridge
 Stony Creek
 Stormville
 Stottville
 Stuyvesant
 Stuyvesant Falls
 Summit
 Summitville
 Surprise
 Swan Lake
 Tannersville
 Thompsonville
 Ticonderoga
 Tillson
 Tivoli
 Tribes Hill
 Troy
 Tupper Lake
 Ulster Park
 Upper Jay
 Vails Gate
 Valatie
 Valley Falls
 Verbank
 Vermontville
 Victory Mills
 Voorheesville
 Walden
 Walker Valley
 Wallkill
 Wappingers Falls
 Warnerville
 Warrensburg
 Wassaic
 Waterford
 Watervliet
 Wawarsing
 Wells
 West Camp
 West Chazy
 West Coxsackie
 West Fulton
 West Hurley
 West Kill
 West Lebanon
 West Park
 West Sand Lake
 West Shokan
 Westbrookville
 Westerlo
 Westport
 Wevertown
 Whippleville
 White Lake
 White Sulphur Springs
 Whitehall
 Willow
 Willsboro
 Wilmington
 Windham
 Wingdale
 Witherbee
 Woodbourne
 Woodridge
 Woodstock
 Worcester
 Wurtsboro
 Wynantskill
 Youngsville
 Yulan


ADD YOUR BUSINESS TO THIS PAGE



 
 
Edward Jones - Financial Advisor: Michael Vrooman
Making Sense of Investing
Edward Jones
Making Sense of Investing
Business Profile
Edward Jones - Financial Advisor: James D Merrill
Making Sense of Investing
Edward Jones - Financial Advisor: Lisa B Pett
Making Sense of Investing
Financial Advisor: Stephanie M Havens
Making Sense of Investing
Edward Jones--Financial Advisor: Gini Iarusso
Making Sense of Investing
Edward Jones - Financial Advisor: Frank Marchesini
Making Sense of Investing
Edward Jones - Financial Advisor: Kevin J Pittz
Making Sense of Investing
Financial Planning Consultants
Find Local Financial Planning Consultants in Albany at Superpages.com
Estate Planning & Administration
Find Local Estate Planning & Administration in Albany
Questions For Financial Planning Consultants

Working with a financial planning consultant can be an essential step in properly preparing for your future. Though many advisors offer their services for personal finances, there are also consultants that work with small businesses, or commercially. Choosing the advisor to trust with your wealth is not an easy decision. Not only do you need to distinguish between personal and business needs, but you need to find a skilled professional that you are comfortable with. Try the following questions when you are interviewing potential consultants.

  • What process do you follow the first time you work with a client?
    Each individual has different financial needs from an advisor. When you sit down for the initial consultation, make sure the planner assesses you personal goals. The professional should discuss setting up a retirement fund, how to manage your investments, and even offer risk management for money that you are looking at spending.

  • What services does your company offer?
    The services that a financial planner offers can range from estate planning, to risk management, to business assessments. You will want to work with someone who meets your needs, so begin by asking! Some firms even have software available for their clients to use on a daily basis, without having to pay an hourly rate to meet with the professionals.

  • Are all of your consultants trained and currently licensed?
    It is important to work with a company that is up to date on current regulations, and with an advisor that can legally manage your personal wealth. It never hurts to ask to see proof of their certifications!
  • Financial Planning Association
    Our professional members are the experts with making informed financial decisions. The financial planning consultants in our association have the experience with money management to meet budget goals.
    MAP
    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR ALBANY
    Moroukian Wealth Management Group
    1 review: *****
    5 Computer Dr W, Albany, NY 12205
    (518) 453-1200 Write review for this local business

    "Poor and untimely communications have caused me to move all of my investments to another adviser. They failed to provide timely communications, and then failed to follow my instructions to rebalance my portfolio. Would not recommend. ..."
    Bigras Cindy M
    1 review: *****
    1365 MAIN ST, SPRINGFIELD, MA 01103
    (413) 747-2002 Write review for this local business

    "Cindy is trustworthy, steady and a good person to trust with your money. I have been impressed with how she's handled both my 401K and my regular portfolio, both of which have grown substantially. I would recommend her to anyone who is seeking a good listener who understands how important investments, savings and especially, listening is to doing a good job with someone's savings. ..."
    Thomas J Brown Cfp Write review for this local business
    255 Washington Avenue Ext, Albany, NY 12205
    (518) 464-9974  
    Michael Bonanno Cfp Write review for this local business
    250 Osborne Rd Ste 1, Albany, NY 12205
    (518) 438-1835  
    Vigoda David Associates Write review for this local business
    21 Aviation Rd Ste 1, Albany, NY 12205
    (518) 453-0890  
    Hulbert Financial Group Write review for this local business
    225 Old Loudon Rd, Latham, NY 12110
    (518) 785-8661  
    Graney & King LLC Write review for this local business
    623 New Loudon Rd Ste 5, Latham, NY 12110
    (518) 785-6465  
    Cap Com Financial Svces Write review for this local business
    4 Century Hill Dr, Latham, NY 12110
    (518) 782-0209  
    Mark S Pelersi CPA Write review for this local business
    1568 Central Ave Ste 2, Albany, NY 12205
    (518) 782-2511  
    Bayba William Z Assocs Write review for this local business
    1573 Central Ave, Albany, NY 12205
    (518) 452-0866  
    Halliday Resource Corp Write review for this local business
    251 New Karner Rd, Albany, NY 12205
    (518) 452-6896  
    Integrated Financial Strategies LLC Write review for this local business
    26 Computer Dr W, Albany, NY 12205
    (518) 459-3845  
    Raymond James Financial Services - Kevin Marin Write review for this local business
    950 New Loudon Rd Ste 245, Latham, NY 12110
    (518) 783-6809  
    A R C Investment Planning & Management Inc Write review for this local business
    427 New Karner Rd, Albany, NY 12205
    (877) 218-0898  
    Arista Investment Advisors LTD Write review for this local business
    255 Washington Avenue Ext Ste 106, Albany, NY 12205
    (518) 464-0319  
    Wells Fargo Advisors Write review for this local business
    427 New Karner Rd Ste 3, Albany, NY 12205
    (518) 869-1680  
    Zoar Financial Write review for this local business
    6 Automation Ln, Albany, NY 12205
    (518) 915-7102  
    Godfrey Financial Assoc Inc Write review for this local business
    15 British American Blvd, Latham, NY 12110
    (518) 220-9381  
    Metlife Write review for this local business
    24 Century Hill Dr, Latham, NY 12110
    (518) 220-3000  
    Capitol Investment Center Write review for this local business
    14 Computer Dr E, Albany, NY 12205
    (518) 454-0900  
    Florence A. Shaw Write review for this local business
    1667 Central Ave, Albany, NY 12205
    (518) 869-5194  
    Universal Collection & Debt Counseling Write review for this local business
    1692 Central Ave, Albany, NY 12205
    (518) 452-3402  
    North Country Financial Group Write review for this local business
    2 Northway Ln Ste 5, Latham, NY 12110
    (518) 782-9901  
    H & R Block Write review for this local business
    145 Wolf Rd, Albany, NY 12205
    (518) 459-0873  

    If you own a business, a financial advisor can help you maintain your wealth while your company grows. Every business has different investment needs based on their risk management plan, and a financial consultant can help you determine yours.

    The first thing the consultant will do is help you set a budget by weighting your debt against your income. If you have cash flow problems, then there is a good chance you need help to repair your credit. Your financial advisor will find a way to balance your expenses with you income, which can help you pay off your bills. They will also advise you on the best ways to save money, like using an allotment from your salary for retirement investments.

    They will then help you develop a wealth management plan. Are there ways your company can invest without taking too big a risk? Your consultant will aid you in making these decisions. They will have many resources at their disposal, such as risk management software, that will help you invest and save your money wisely. It will also help your consultant make the right choices for your company.

    While hiring a financial advisor isn’t free, it may also be what’s best for your company, your clients and your future. This licensed professional can help you keep your estate costs down.

    Most financial advisors have a background in, business, finance or accounting. Many have had extra training in dealing with business wealth and investments. They also usually have to take a course and become certified in their state.

    Hiring a financial advisor for your company is a sound investment in your and your organization’s future.



    Page   1     2     3     4     5  

    HOME  |  CITIES  |  CATEGORIES  |  ADD YOUR BUSINESS  |  ADVERTISE WITH US  |  VIEW ON MOBILE SITE
    LOGON  |  SITE MAP  |  ABOUT US  |  CONTACT YELLOWUSA  |  PRIVACY POLICY

    lv-1