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Investment Securities in Latham, New York

Ryan Macdonald - Morgan Stanley photos
Ryan Macdonald - Morgan Stanley, Latham
Latham / New York / United States
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Lisa Queeney-Vadney - Morgan Stanley photos
Lisa Queeney-Vadney - Morgan Stanley, Latham
Latham / New York / United States
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Trustco Bank photos
Trustco Bank, Latham
Latham / New York / United States
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Trustco Bank has been the low cost provider of high quality products and services since opening for business in 1902 in the upstate town of Schenectady, New York. Today, Trustco Bank operates 147 branch locations in 5 states. The Bank believes in old school, personal service and welcomes each customer by name as they enter the branch. Offering a wide variety of great deposit and loan products, the Bank specializes in residential mortgage lending. In May 2018, SNL Financial rated Trustco Bank the 15th best performing savings bank in the country.
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Trustco Bank photos
Trustco Bank, Latham
Latham / New York / United States
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Trustco Bank has been the low cost provider of high quality products and services since opening for business in 1902 in the upstate town of Schenectady, New York. Today, Trustco Bank operates 147 branch locations in 5 states. The Bank believes in old school, personal service and welcomes each customer by name as they enter the branch. Offering a wide variety of great deposit and loan products, the Bank specializes in residential mortgage lending. In May 2018, SNL Financial rated Trustco Bank the 15th best performing savings bank in the country.
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Morgan Stanley photos
Morgan Stanley, Latham
Latham / New York / United States
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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
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KeyBank photos
KeyBank, Latham
Latham / New York / United States
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With assets of more than $9 billion, First Niagara Bank is a full-service, community-focused institution that provides financial services to individuals, families and businesses through over 115 branches throughout New York. It offers checking, savings and money market accounts. The bank provides merchant, cash management and benefit consultation solutions. Through its subsidiary, First Niagara Commercial Bank, it offers municipal banking, depository and financial consultation services to school districts and government units. The bank provides life, disability and long-term care insurance products through First Niagara Risk Management. It offers equipment, machinery and construction loans, as well as fixed- and adjustable rate mortgages. First Niagara Bank is a wholly owned subsidiary of the First Niagara Financial Group, which is a publicly traded business.
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Cetera Investors - Greenwood photos
Cetera Investors - Greenwood, Latham
Latham / New York / United States
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I attribute my passion for working with families to raising my two boys with my wife of 22 years. I met my wife in Saratoga through mutual friends and settled back in my home town of Glens Falls, NY. We love that small town feel that comes with living in Glens Falls and that’s why we chose to raise our two sons here. I enjoy spending time with my family and friends, and enjoy being a part of the community, as I am actively involved with the Grandstanders, Glens Falls Booster Club. Some of my favorite hobbies include golfing, camping, traveling, and of course attending some baseball games with my sons. When I’m not with my family, I’m helping young families, baby boomers, and recent retirees plan for their future goals. I have been in the financial services industry since I graduated from Siena College in 1995 with a Bachelor of Science degree in Finance, and have come across a wide variety of areas that I am able to assist my clients in. Whether my client is an individual, a family, or a small business, I really enjoy working closely with each of them to make recommendations that help them achieve their specific needs and goals. I also recognize that my clients’ needs change over time and that’s why I emphasize an ongoing long-term relationship with them and encourage regular communication between us.
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Charter Oak Financial photos
Charter Oak Financial, Latham
Latham / New York / United States
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As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
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Wealth Advisory Group, LLC photos
Wealth Advisory Group, LLC, Latham
Latham / New York / United States
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Wealth Advisory Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
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John V Rawson III - Morgan Stanley photos
John V Rawson III - Morgan Stanley, Latham
Latham / New York / United States
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David Michael Morales - Morgan Stanley photos
David Michael Morales - Morgan Stanley, Latham
Latham / New York / United States
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TIAA Financial Services photos
TIAA Financial Services, Latham
Latham / New York / United States
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TIAA’s Latham, NY is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (866) 842-2046.
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Michael Triolo - Morgan Stanley photos
Michael Triolo - Morgan Stanley, Latham
Latham / New York / United States
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Cody Moore - Morgan Stanley photos
Cody Moore - Morgan Stanley, Latham
Latham / New York / United States
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The Belles Rollins Group - Morgan Stanley photos
The Belles Rollins Group - Morgan Stanley, Latham
Latham / New York / United States
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The McNamara/Rawson Group - Morgan Stanley photos
The McNamara/Rawson Group - Morgan Stanley, Latham
Latham / New York / United States
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Three Buckets Wealth Management - Ameriprise Financial Services, Inc. photos
Three Buckets Wealth Management - Ameriprise Financial Services, Inc., Latham
Latham / New York / United States
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What you can expect when you work with usAt Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings “ both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track. Feel confident about your financial future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Mary Irish - Morgan Stanley photos
Mary Irish - Morgan Stanley, Latham
Latham / New York / United States
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Century Hill Financial Group photos
Century Hill Financial Group, Latham
Latham / New York / United States
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We Believe Anyone upon whom others rely, has the responsibility to protect them from financial hardship. Anyone who builds something of value, has the right and responsibility to decide what happens to those assets. Success begins with family. We are in the personal accountability business. The height of your success will reflect your ability to live a balanced life. Conviction is built from quality life experiences, shared values and mutual respect. The commitment to education is the basis for an enduring life experience. A smile is a snapshot to your character. Our most valuable asset is you.
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David Bushman - Morgan Stanley photos
David Bushman - Morgan Stanley, Latham
Latham / New York / United States
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