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AlbanyAdvisor Group

Albany Advisor Group

Financial Services, 20 Corporate Woods BLVD, Albany, New York, 12211, United States, 1-10 Employees

albanyadvisor.com

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Who is ALBANYADVISOR GROUP

We provide comprehensive financial planning alongside full-service wealth management to help our clients achieve their personal and professional goals. We strive to build strong relations...

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  • 20 Corporate Woods BLVD, Albany, New York, 12211, United States Headquarters: 20 Corporate Woods BLVD, Albany, New York, 12211, United States
  • 2021 Date Founded: 2021
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7389

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AlbanyAdvisor Group Org Chart and Mapping

Employees
Lori Murphy

Lori Murphy

Owner/Advisor of Albanyadvisor Group, Llc

Michael Carrillo

Michael Carrillo

Chief Operating Officer

Marc Agel

Marc Agel

Financial Advisor

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Frequently Asked Questions Regarding AlbanyAdvisor Group

Answer: AlbanyAdvisor Group's headquarters are located at 20 Corporate Woods BLVD, Albany, New York, 12211, United States

Answer: AlbanyAdvisor Group's official website is https://albanyadvisor.com

Answer: AlbanyAdvisor Group's revenue is $1 Million to $5 Million

Answer: AlbanyAdvisor Group's SIC: 7389

Answer: AlbanyAdvisor Group has 1-10 employees

Answer: AlbanyAdvisor Group is in Financial Services

Answer: AlbanyAdvisor Group contact info: Phone number: Website: https://albanyadvisor.com

Answer: We provide comprehensive financial planning alongside full-service wealth management to help our clients achieve their personal and professional goals. We strive to build strong relationships with clients to ensure we're with you every step of the way on your path to retirement. Planning now to protect your future is paramount to prosperity. A good analogy to describe our relationship to our clients is this: We believe that every client owns a company called, My Retirement Inc. The sole purpose of this company is to accumulate wealth and distribute it during the clients retirement years. The client is the owner of the company; we want to be the CEO. We do not own the company, but rather are in charge of managing it for maximum efficiency. As trusted advisors, we work with individuals and businesses to most efficiently manage the wealth they have accumulated. We firmly believe that a solid financial plan is the cornerstone to understanding how those assets should be invested and distributed. By offering comprehensive financial planning as well as target-risk investment management, our team provides the services that are crucial to their continued success.

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