Financial

Financial - Investments/Planners
 

Christopher Frances - Planning Matters, LLC
Christopher Frances
58 Clifton Country Road
Suite 200
Clifton Park, NY 12065
(518) 348-1880
Fax (518) 348-1885
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Retirement Planning for Businesses & Individuals

Member Since 2008


DeMaria Financial, LLC
John DeMaria
3 Halfmoon Executive Park Drive
Clifton Park, NY 12065
(518) 383-5544
Fax (518) 383-5889
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Let Us Help Chart Your Financial Future
Our mission is to provide clients with the most prudent and appropriate financial services and products available. We will build our business by satisfying customers. Our goal is to develop long-term relationships with all our clients, and treat them as they want to be treated.  Our competitive advantage and core competency lie in our overriding desire and ability to provide clients with consistent, competent execution of our responsibilities.
AND
Our objective is to help you achieve financial security in a complex and constantly changing world. We design strategies to help you achieve what is important to you.

We begin with a thorough review of your present financial situation so you can see where you stand. We listen for a thorough understanding of exactly what your objectives are for you, your family and your business. Only then do we begin to design a strategy specifically for you.

Successful people are often simply too busy to coordinate all of their assets into a systematic strategy. Their insurance, investments, estate planning, college education planning, retirement planning and asset allocation are often handled by a variety of financial services professionals who work independently. We offer a team of professionals who can provide the required coordination and implementation.

Our goal is to help you to achieve your financial objective. We pledge our knowledge, our resources and our dedication to integrity in all we do

An Objective Approach To Problem Solving
Critical to our “needs-based” approach is our ability and commitment to listening and asking the right questions. We get to know our clients and to understand what is truly important to them. Our goal is to help you to achieve your goals. To that end, we use a four step process to solving financial problems:

 ANALYZE
Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your existing plans to see if they meet your current and future needs.

 DESIGN
We prepare a written strategy, making suggestions to fill in the gaps and to help you reach your objectives more efficiently.

 IMPLEMENT
Once you have confirmed our recommendations, we work with you to implement your strategy by securing and coordinating the required products and services.

 REVIEW
Because your financial situation is bound to change, we work with you over time, through annual reviews, to monitor the performance of your strategy and ensure that it is always focused on helping you to achieve your goals.

 

We have individuals licensed to sell Insurance Products in:
Florida, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, Rhode Island and South Carolina
We have individuals licensed to sell Securities in:
Arkansas, California, Colorado, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina and West Virginia
 

John DeMaria is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC (www.SIPC.org). 8 Southwoods Blvd, Albany, NY 12110. 518-463-5533. DeMaria Financial, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.


We can not communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.

CRN201304-147479

Member Since 1993



Stokes Wealth Solutions
Mary Stokes, ChFC, CDFA, CFP
292 Washington Ave. Ext
Albany, NY 12203
518-690-0518
Fax 518-690-0519
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Mary E. Stokes, ChFC, CDFA™, CFP®

 stokes

Mary has been working in the financial services industry with individuals and businesses in the Capital District for 30 years. She is dedicated to developing lasting relationships with clients while helping assess and reach your financial goals

Mary is a graduate of Castleton State College and Russell Sage College and holds the Chartered Life Underwriter (CLU),  Chartered Financial Consultant (ChFC), CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and the Certified Divorce Financial Analyst™ (CDFA™) professional designations. Mary is also a graduate of the Capital Leadership program of the Albany-Colonie Chamber of Commerce

Mary is dedicated to putting client's needs first. The personalized program that will be provided to you is a roadmap to working toward a more secure financial future. With no proprietary products and independent advice your needs and dreams are the priority.

She is a member of the Financial Planning Association, Estate Planning Council of NENY, Association of Divorce Financial Planners, Institute of Divorce Financial Analysts, International Association of Collaborative Professionals and the Southern Saratoga County Chamber of Commerce. Past volunteer activities have included St. Anne Institute Foundation, CAPTAIN, Grants Committee Chair of the Women’s Fund of the Capital District, Past President of the Capital District Association of Insurance and Financial Advisors, Capital Leadership Alumni Association and Chair of the Membership Committee of the Albany- Colonie Chamber of Commerce.

I am looking forward to using my expertise to help you pursue your financial goals.

Our Mission Statement:  Helping You Bring Your Financial Goals Within Reach

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We are dedicated to providing you with unparalleled service. We strive to always put our client’s needs, goals and objectives first. We believe in the financial planning process and value our client's trust and confidence as we strive to achieve their dreams, together.

Member Since 2011


Capobianco Financial Advisors
Anthony Capobianco
646 Plank Road
Suite 209
Clifton Park, NY 12065
(518) 348-1200
Fax (518) 348-1201
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Anthony J. Capobianco

Anthony Capobianco has been assisting individuals in achieving financial independence for over 32 years.  His clients include business owners, professionals, pre-retirees, retirees, and widows.

Anthony helps individuals enhance the quality of their lives by illustrating strategies that may help them control their own destiny, achieve freedom from financial worries and increase their personal bottom line.  He conducts financial and investment consultations with his clients, develops and implements financial strategies, risk management, and investment strategies.

He achieved his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations through The American College in Byrn Mawr, PA. He is a graduate of Siena College with a B.S. degree in Marketing Management.  Additionally, he is past President and a member of the Estate Planning Council of Eastern NY, a member of the Society of Financial Service Professionals and the Capital District Association of Insurance and Financial Advisors. 

Anthony is a Registered Representative and an Investment Advisor Representative offering Securities and Investment Advisory Services through Tower Square Securities, Inc. He holds Series 6, 7, and 63 securities registrations and NYS Life, Accident and Health Insurance licenses.

He was born and raised on Long Island, NY.  He attended Siena College and for 36 years has called the Capital Region his home.  Anthony is active in his community and has volunteered his time to raise money for the Siena Alumni Association, Juvenile Diabetes, Multiple Sclerosis, March of Dimes, American Cancer Society and American Heart Association.  He currently serves on the Board of Directors and is Treasurer of The Community Foundation for the Greater Capital Region (CFGCR).  In addition, he is the Chair of the Finance Committee, and is a past Chair and current member of the Professional Advisors Steering Committee.

Thorough and innovative, Anthony continues to build his firm through referrals from satisfied clients as well as other professionals.  Experience, along with personal commitment, dedication and integrity has earned Anthony the respect of his clients and associates.

Securities and Investment advisory services offered through Tower Square Securities, Inc.(TSS) (Member FINRA/SIPC) and a Registered Investment Advisor. Branch address: 646 Plank Rd., Ste 209, Clifton Park, NY  12065 Phone: (518) 348-1200 Capobianco Financial Advisors and TSS are not affiliated entities.  L0312246849 [exp 0513] [MA, ME, NY]

Member Since 2006


Cornerstone Financial Advisors
Bob Colley
1 Rosell Dr.
P.O.Box 788
Clifton Park, NY 12065
(518) 877-8800
Fax (518) 877-5181
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Value Based Planning

Member Since 2000


DLG Wealth Management, LLC
Andrew G Guzzetti
6 Executive Park Dr
Clifton Park, NY 12065
(518) 348-0060
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Financial Planning

Member Since 2013


Sustainable Wealth Advisors
Harry Moran
112 Spring Street, Suite 101
Saratoga Springs, NY 12866
(518) 450-1755
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Sustainable wealth advisors (SWA) is a financial planning and investment management firm based in Saratoga Springs

Member Since 2013


Ameriprise Financial - Catherine Tucker
Catherine Tucker, CFP
55 Walnut Drive
Clifton Park, NY 12065
(518) 280-5006
Fax (315) 853-6774
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Financial Planning

Member Since 2006


Edward Jones - Christopher Nyhan
Christopher Nyhan
801 State Route 50
PO Box 329
Burnt Hills, NY 12065
(518) 399-5087
Fax (800) 273-1902
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We specialize in Retirement income, Asset management and Trust and Estate services.

Member Since 2013


Edward Jones - Deborah Christopher
Deborah Christopher
1603 Route 9
Town Center Plaza
Clifton Park, NY 12065
(518)371-6851
Fax (877)222-3514
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Retirement Planning, Estate Planning, Wealth Management, Wealth accumulation, college education funding, Mutual funds, manage account stocks & bonds Annuities, Tax free investing

Member Since 2013


LPL Financial
Joshua Duvall
855 Executive Woods, Rte 146
Suite 105
Clifton Park, NY 12065
(578)708-6363
Fax (578)708-6351
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Wealth advising, Planning & Education

Member Since 2013


Edward Jones - Lisa Lewis
Lisa Lewis
9 Clifton Country Road
Clifton Park, NY 12065
(518) 383-1356
Fax (877) 471-3136
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Helping individuals acheive their serious longterm financials goals by understanding their needs & implementing tailored solutions.

Member Since 2013


Halliday Financial Group
Scott Solomon
14 Corporate Woods Blvd.
Albany, NY 12211
(518) 463-2200
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Independent financial services firm; services include tax planning and preparation, mortgage brokerage, investments, retirement and estate planning.

Member Since 2011


LPL Financial - Scott Ferguson
Scott Ferguson
139 Meyers Rd
Executive Suites
Clifton Park, NY 12065
(518) 406-5341
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Financial Planning, Investments, Life Insurance, Retirement Income Planning, Estate Planning

Member Since 2014


Edward Jones - Louis Dahoda
Louis Dahoda
1471 Halfmoon Parkway Route 9
Suite 108
Halfmoon, NY 12065
(518) 371-0740
Fax (877) 479-2161
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Investment and insurance services

Member Since 2012


Luther Forest Wealth Advisors
Robert Roback, Jr.
2715 Route 9
Suite 101
Malta, NY 12020
(518) 899-5544
Fax (518) 899-4974
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Personal Financial Planning

Member Since 2010


Simmons Capital Group
Donald Simmons
139 Meyer Road
Halfmoon, NY 12065
(518) 786-8235
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Providing honest, objective financial advice for over 2 decades.

Member Since 2012


Holistic Wealth Advisors
Stacy Clifford
19 Clifton Country Road
Suite 3
Clifton Park, NY 12065
(518) 357-3858
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Financial Planning and Insurance/Investment Services

Member Since 2012


Madison Wealth LLC - Michael E. Brown
Michael Brown
646 Plank Road
Suite 200
Clifton Park, NY 12065
(518) 348-7770
Fax (518) 371-4718
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Madison Wealth LLC is a full service firm that works with individuals, corporations and nonprofit organizations utilizing a broad range of investment wealth management and financial planning programs.

Member Since 2011


Madison Wealth LLC - Timothy A. Gusek
Mr. Timothy Gusek
100 Glen Street
Suite 2A
Glens Falls, NY 12801
(518) 338-3700
Fax (518) 338-3684
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Member Since 2011


Madison Wealth Managers - Brendan Leavey
Brendan Leavey
646 Plank Rd
Suite 200
Clifton Park, NY 12065
(518) 348-7770
Fax (518) 371-4718
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Certified Financial Planner

Member Since 2013


Madison Wealth, LLC
Mr. John Daley
646 Plank Road
Suite 200
Clifton Park, NY 12065
(518) 348-7770
Fax (518) 371-4718
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Member Since 2010


Leadership Circle Member
University at Albany, School of Business
Donald Purdy
1400 Washington Avenue
Albany, NY 12222
(518) 442-4964
Fax (518) 442-4975
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See Also Education/Libraries/Tutoring

Member Since 1998


Wells Fargo Advisors Financial Network - CR Asset Management
Chuck Reinemann
282 Ushers Road
Clifton Park, NY 12065
518-406-5185
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Member Since 2012


Merrill Lynch - Danielle Cefalu
Danielle Cefalu
26 Century Hill Drive
Latham, NY 12110
(518) 782-4067
Fax (518) 518-3194
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assist individuals families and businesses to achieve all their short and long term financial goals so they can live their desired lifestyle before and during retirement.

Member Since 2013


Merrill Lynch - Peter R. Brooks
Peter Brooks
449 Route 146
Cilfton Park, NY 12065
(518) 383-8944
Fax (518) 312-4901
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Private Wealth Management

Member Since 2007


First Investors Corporation
Courtney Langley
Pine West Plaza
Building 1A
Albany, NY 12205
(518) 452-8118
Fax (518) 452-6006
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Mutual funds, annuitites, life insurance
See Also Insurance

Member Since 2013


Northwestern Mutual-The Tronco Financial Group
Alex Tronco
1201 Troy-Schenectady Road Suite 120
Latham, NY 12110
(518) 785-4141
Fax (518) 785-1353
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Risk Mgt. Wealth Accumulation & Preservation

Member Since 2010


NPA Financial, Inc.
Richard Frontera
1407 Rt 9, Blg 4, Second Fl.
Clifton Park, NY 12065
(518) 688-2223
Fax (518) 688-2698
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Full Service Financial Planning / Life Insurance

Member Since 2002


State Farm Insurance - Lee Serino Insurance Agency, Inc.
R. Lee Serino
868 Route 146
Clifton Park, NY 12065
(518) 371-0377
Fax (518) 371-0152
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Insurance Agent
See Also Insurance, Financial - Institutions/Services

Member Since 1979


Dave Smith
Dave Smith
PO Box 5203
Clifton Park, NY 12065
(518) 265-4162
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Financial Education, Financial needs Analysis, Income Protection, Debt solutions, Savings/Retirement palns

Member Since 2013


Whittemore, Dowen and Ricciardelli, LLP
Dale Mullin
333 Aviation Road
Bldg. B
Queensbury, NY 12804
(518) 792-0918
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Full service accounting and business advisory firm including individual tax, financial and estate planning.
See Also Accountants/Bookkeeping, Consulting Services

Member Since 2012


Dennis Hellwig Advisors Inc.
Mr. Dennis Hellwig
646 Plank Road
Suite 200
Clifton Park, NY 12065
(518) 348-7770
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Financial Management

Member Since 2011


Planning Matters, LLC
Vincent Bonanno, Jr., JD, CFP
58 Clifton Country Rd., Suite 200
Clifton Park, NY 12065
(518) 348-1880
Fax (518) 348-1885
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We help people make smart choices about their money for reasons that are important to them. We provide comprehensive financial planning and help clients implement and monitor plans.

Member Since 2013