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Map of Schenectady, NYMap of Schenectady, NY

Financial Planning Consultants in Schenectady, NY

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1. Winkler & Company CPAs PC

Winkler & Company CPAs PC

1004 Princetown Rd, Schenectady, NY, 12306

OPEN NOW:9:00 am - 5:00 pm

From Business: Fred H Winkler & Co PC has been serving the Rotterdam, Schenectady, Clifton Springs area for generations. We handle all of your personal and professional accounting and tax…

2. Zalucki & Halstead LLP

Zalucki & Halstead LLP

1776 Union St Ste 2, Schenectady, NY, 12309

OPEN NOW:9:00 am - 5:00 pm

From Business: Zalucki & Halstead LLP, CPAs is a full-service accounting firm serving clients throughout the Schenectady, New York area, dedicated to providing our clients with professional,…

9. Wealth Advisory & Management Corporation of America

Wealth Advisory & Management Corporation of America

1574 Union St, Schenectady, NY, 12309

OPEN NOW:9:00 am - 4:00 pm
Amenities:
Wheelchair accessible

10. Empire State Asset Management

Empire State Asset Management

1019 Keyes Ave, Schenectady, NY, 12309

"Great response time and the staff is extremely friendly!"

18. Edward Jones - Financial Advisor: Nicholas J Trotta

Edward Jones - Financial Advisor: Nicholas J Trotta

2317 Balltown Rd Ste 103, Schenectady, NY, 12309

OPEN NOW:8:30 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

19. Steven R. Jones, CPA, P.C.

Steven R. Jones, CPA, P.C.

133 Saratoga Rd Ste 5, Schenectady, NY, 12302

OPEN NOW:8:30 am - 5:30 pm

From Business: CPA services to the small business owner and individuals including all aspects of tax preparation and planning, financial reporting and QuickBooks Professional Advisor…

YP
32 Years
in Business

20. Kellman Barnes Financial Planning

Kellman Barnes Financial Planning

1473 Erie Blvd Ste 202, Schenectady, NY, 12305

OPEN NOW:8:00 am - 5:00 pm

From Business: After serving the Schenectady community for 37 years as Wright and Barnes Investments, we are happy to announce that we continue to serve the area as Kellman Barnes Financial…

21. Citizens

Citizens

1725 Altamont Ave, Schenectady, NY, 12303

OPEN NOW:9:00 am - 5:00 pm

From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…

22. Steve Warren - Thrivent

Steve Warren - Thrivent

3418 Carman Rd, Schenectady, NY, 12303

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Warren is committed to providing financial advice,…

23. Greg Mengel - Thrivent

Greg Mengel - Thrivent

3418 Carman Rd, Schenectady, NY, 12303

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Gregory Mengel is committed to providing financial advice,…

24. Mengel Morse and Associates

Mengel Morse and Associates

3418 Carman Rd, Schenectady, NY, 12303

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mengel Morse and Associates is committed to providing…

25. Simon Blattstein - Thrivent

Simon Blattstein - Thrivent

3418 Carman Rd, Schenectady, NY, 12303

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Simon Blattstein is committed to providing financial advice,…

26. Hawley, David, LUTCF

Hawley, David, LUTCF

3418 Carman Rd, Schenectady, NY, 12303

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. David Hawley is committed to providing financial advice,…

27. Grant Mengel - Thrivent

Grant Mengel - Thrivent

3418 Carman Rd, Schenectady, NY, 12303

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Grant Mengel is committed to providing financial advice,…

28. Steven R. Jones, CPA, P.C.

Steven R. Jones, CPA, P.C.

106 Dawson Rd, Schenectady, NY, 12302

From Business: CPA services to the small business owner and individuals including all aspects of tax preparation and planning, financial reporting and QuickBooks Professional Advisor services.

YP
32 Years
in Business