Fiduciary advisors in Albany, NY

Albany, New York

Broadway Advisor Group is an SEC-registered investment advisor based in Albany, New York, offering financial planning, investment management, retirement planning, and portfolio construction services. The firm operates as a fiduciary and is led by principals Jason Sgroi and Michael Sgroi, alongside financial advisor John Mendrysa and compliance officer Kim Dumont. The firm works with clients to develop customized financial plans aligned with their risk tolerance and life goals, including strategies for retirement income, tax efficiency, and intergenerational wealth transfer.

Albany, New York

Creative Planning is an investment advisory firm in Albany, New York. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Albany, New York

Eden Advisory Services LLC, based in Albany, New York, offers financial planning, investment management, estate planning, retirement projections, life insurance, and budget counseling services. The firm is led by owner and advisor Nick Ventura, who represents the second generation of ownership following his father Joe Ventura's founding of the business over 40 years ago. The team includes operations manager Camren Ado and delivers personalized strategies adapted to clients' evolving circumstances and goals. An advisor at the firm holds the CLU credential.

Albany, New York

Insurance-Based

The Di Bella Financial Group, LLC is an insurance-based financial advisory firm in Albany, New York led by president Joseph Di Bella (LUTCF) and advisor Elizabeth Bauer. The firm provides financial planning, insurance analysis, and fee-based investment advice through its affiliation with Eagle Strategies LLC, a registered investment adviser, serving affluent individuals, families, executives, and business owners with planning needs including wealth management, retirement, business succession, and estate planning. Both principals hold relevant professional credentials and memberships in the National Association of Insurance & Financial Advisers.

Albany, New York

John Gigliello, Albany Financial Group is an investment advisory firm in Albany, New York. Services include Financial Planning, Investment Management, Retirement Planning, Social Security Optimization, and Tax Planning. The firm specializes in Social Security Planning and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Albany, New York

Insurance-Based

Joseph Di Bella, President - The Di Bella Financial Group, LLC is an insurance-based firm in Albany, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office is open five days a week.

Albany, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Albany, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.7-star rating from 3 Google reviews.

Albany, New York

Insurance-Based

The Di Bella Financial Group, LLC. is an insurance-based firm in Albany, New York. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office is open five days a week.

Albany, New York

WealthOne Advisory, based in Albany, New York, has provided financial planning and investment management services since its founding in 2003. The firm serves individuals, couples, families, business owners, and organizations through a personalized team approach, with each financial professional managing their own practice without proprietary product requirements. Services span retirement planning, education savings, wealth management, and risk management strategies, with advisors offering customized guidance based on client circumstances rather than product quotas.