Northwestern Mutual
Capital Region of Albany
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Showing 110 advisor(s) and rep(s)
Expertise: Estate Planning, Retirement Planning, Disability Income Planning, Life Insurance Planning
Languages: English
Location: Poughkeepsie NY, 12601
FINRA BrokerCheck
Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning
Languages: English
Location: Poughkeepsie NY, 12601
FINRA BrokerCheck
CFP®, CLU®, ChFC®, CASL®
A life-long resident of Saratoga County and graduate of Cornell University, my career with Northwestern Mutual spans over a decade. My team and I take pride in helping our clients develop tax-efficient, long term financial plans to achieve their personal and business goals.Visit my websiteExpertise: Business Continuation Planning, Business Succession Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Qualified Plan Employee Education, Retirement Income Planning, Retirement Planning, Special Needs Planning, Trust Services, Wealth Management
Languages: English
Location: Saratoga Spgs NY, 12866
FINRA BrokerCheck
Expertise: Disability Income Planning, Education Funding, Estate Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Special Needs Planning
Languages: English, Spanish
Location: Poughkeepsie NY, 12601
FINRA BrokerCheck
RICP®
My mission is to help households and families live life by design and not by default. Patience, understanding, and honesty and respect is what you can expect when working with me. I will work to understand you and your financial goals and my team of experts and I will create the financial picture you've been dreaming of.Visit my websiteExpertise: Financial Planning, Business Risk Management, Disability Income Planning, Education Funding, Life Insurance Planning, Retirement Planning
Languages: English
Location: Poughkeepsie NY, 12601
FINRA BrokerCheck
CLTC®
Since 1986 I have prided myself on providing careful needs analysis and ongoing service for individuals, families, business owners and professional people with an expertise in Life, Disability and Long Term Care Insurance.Visit my websiteExpertise: Retirement Planning
Languages: English
Location: Poughkeepsie NY, 12601
FINRA BrokerCheck
MBA
A Hudson Valley native with an MBA in Finance and Investment Management from Fordham University, I’ve specialized in tax-efficient financial planning for successful business-owners, professionals, and families since launching my practice with Northwestern Mutual in 2009. My team and I look forward to helping you build and secure your financial plan.Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Poughkeepsie NY, 12601
FINRA BrokerCheck
CLU®, ChFC®, AEP®
Visit my websiteExpertise: Financial Planning, Retirement Planning
Languages: English
Location: Albany NY, 12211
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