{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Fidelity Investments provides first class service and all staff highly trained and very good communicators. They offer everything a bank does, and even credit cards. Very well run company.”
8:30AM - 5PM
677 Broadway, Albany
Financial Advising
“I don't 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.”
Financial Advising
Financial Advising
Financial Advising
“Working with Jared has been great. You can be as involved or separated from your finances as time and other constraints allow. He is open to meet you where you are-I have never felt shamed by him, and he gives me realistic advice. He is also open to meetings whenever his schedule allows. Whenever I have a question, I can just hop on his calendar and schedule a meeting-and no question is too big or small.
He also makes you feel like a part of the family! I can tell that he takes his relationships with his clients seriously. I can't imagine having a different financial planner.”