Financial Planners in Albany

“Great financial advice! They absolutely try and help you with whatever financial issue you may have. I can't thank them enough for the help!“

“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.“

“Rene is wonderful to work with. When I retired he consolidated my investments and made my transition from working to retirement easy as he took care of everything. He is very professional and personable and responds quickly when you reach out to him. I highly recommend him.“

“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.“

“Michael Bonanno is best described as my lighthouse when I found myself in unknown dark stormy waters. His immediate empathetic insightful guidance gave me a path towards a more secure future with his analysis and feedback. He asked me to stay in touch to let him know how I was doing. A truly genuine person and I highly recommend his services!“

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