new-york Date: 11-15-2025

Find the Best 18 Finance services in Albany, NY (Part 2)

Explore the most finance services in in Albany, NY. Compare customer reviews, locations, and services to find the right financial partner for your needs.

	Banking & Credit	Address
1	Northeast Wealth Management	4 Executive Park Dr, Albany, NY 12203
2	Morgan Stanley Financial Advisors	80 State St 12th Floor, Albany, NY 12207
3	The Atrium Financial Group	1 Northwestern Blvd, Albany, NY 12211
4	Inspire Confidence Group - Ameriprise Financial Services, LLC	80 Wolf Rd First Floor, Albany, NY 12205
5	Edward Jones - Financial Advisor: Gini Iarusso	1971 Western Ave Suite 5, Albany, NY 12203
6	Greenbush Financial Group	159 Wolf Rd Suite 101, Albany, NY 12205
7	Charles Schwab	677 Broadway, Albany, NY 12207
8	AlbanyAdvisor Group	20 Corporate Woods Blvd 4th Floor, Albany, NY 12211
9	Empire Financial Associates LLC	1832 Western Ave, Albany, NY 12203
10	Curran Wealth Management and Curran Investment Management	30 S Pearl St, Albany, NY 12207
11	Albany Financial Planning	127 N Allen St, Albany, NY 12206
12	Keystone Financial Management - Brian T. McKee	421 New Karner Rd, Albany, NY 12205
13	Bell Financial	2 Pine West Plaza #203, Albany, NY 12205
14	Nuss Financial Group	1 Northwestern Blvd, Albany, NY 12211
15	Janney Montgomery Scott	22 Corporate Woods Blvd Suite 402, Albany, NY 12211
16	Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services, LLC	80 Wolf Rd First Floor, Albany, NY 12205
17	Wen Ma, CFP	423 New Karner Rd Suite 2, Albany, NY 12205
18	Edward Jones - Financial Advisor: James D Merrill	1777 Western Ave, Albany, NY 12203

1.Northeast Wealth Management

Address: 4 Executive Park Dr, Albany, NY 12203

(2) user ratings total:

Nacho Bidness Excellent and honest. I have been doing business with Jason for many years.

5 /5

2.Morgan Stanley Financial Advisors

Address: 80 State St 12th Floor, Albany, NY 12207

(2) user ratings total:

DrA.J. It’s the best financial organization around, especially Mr. Auby Curtis vice president world banking

5 /5

3.The Atrium Financial Group

Address: 1 Northwestern Blvd, Albany, NY 12211

4.Inspire Confidence Group - Ameriprise Financial Services, LLC

Address: 80 Wolf Rd First Floor, Albany, NY 12205

(2) user ratings total:

Liz Hitt An experienced team of professionals that care deeply for their clients.

5 /5

5.Edward Jones - Financial Advisor: Gini Iarusso

Address: 1971 Western Ave Suite 5, Albany, NY 12203

images Edward Jones - Financial Advisor: Gini Iarusso

(2) user ratings total:

sarah livingston I would reccomend Gini and her team to anyone!! Smart, reliable, and personable!

5 /5

6.Greenbush Financial Group

Address: 159 Wolf Rd Suite 101, Albany, NY 12205

(138) user ratings total:

Stephanie Langer Found Michael Rugers YouTube and blog post regarding inherited IRAs. He gave a more clear and understanding explanation of the 10-year Rule and Designated Eligible Beneficiaries. His posts are more current than any others I found. Michael also responded to my inquiry within 24 hours; which surprised me since I was expecting a later response since I sent my message so close to April 15, assuming he would be busy assisting his paying clients in preparation of tax day and with questions regarding the current bouncing of the stock markets.

5 /5

7.Charles Schwab

Address: 677 Broadway, Albany, NY 12207

(10) user ratings total:

Paul Schroeder I dont know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.

5 /5

8.AlbanyAdvisor Group

Address: 20 Corporate Woods Blvd 4th Floor, Albany, NY 12211

9.Empire Financial Associates LLC

Address: 1832 Western Ave, Albany, NY 12203

10.Curran Wealth Management and Curran Investment Management

Address: 30 S Pearl St, Albany, NY 12207

(1) user ratings total:

Mark Girardi Started with them years ago. Tom Curran is the best. Has always giving the best advice . His team is top notch.give his firm a call wont be disappointed.

5 /5