Top 15 Financial Advisors in Albany, NY

Wendy OShea This is the new main headquarters for Capcom. It has everything you could need from any of the branches. If they offer the service it can be handle at this location. Capcom does everything to make you feel comfortable and they are very helpful.

Francis Matera John and AFG are excellent. He is not only professional and good with helping me with investing, but the entire staff is kind and makes me feel like family.

Stephen Sullivan My wife and I have been working with Jared for about a year now. He’s done a fantastic job and I would highly recommend him to anyone that is wanting to start their financial journey. We immediately noticed Jared’s attention to detail and his willingness to listen to our specific needs and goals. We look forward to our continued partnership and sharing in our financial successes with Jared!

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris

Margaret Helmes I met with my financial advisor this past week at the bank .He was extremely helpful, knowledgeable, patient and very professional. I enjoy doing business with him. He is personal and takes time to answer all my questions. I trust him very much have done business with him for about six years.

Bonnie Schissler I have been with Rene since 2007 and he is amazing. He has taken care of all my accounts and does a superb job. He is always available to speak with and has always scheduled meetings with me to go over my accounts and talks to me so that I do understand everything that is being done. I even have my best friend going to him now.

Dave Chapman Working with Dan and his team is always easy. They have strong advice across a wide range of topics, and their guidance is always valued. They are professional, quick to follow up, and are a pleasure to deal with. Would strongly recommend!

FELIX IAVARONE wow, this place greatly SHRUNK

Chris Gindi I really like the owners. They treat my wife and I well and their recommend investments have always done well by me.

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.

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

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

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