Financial Services in Albany & The Capital Region

Get your finances in order with help from one of the many financial services and institutions in Albany NY. Below, you'll find banks, credit unions, mortgage and loan officers, accountants, and other finance-related professionals who can help you with your financial needs.

Maple Tree Funding
Latham, NY
Established in 2003, Maple Tree Funding is a New York State Registered Mortgage Broker. We provide excellent programs for Home Purchases and Home Refinancing. We are a locally owned and operated company based in Latham NY with a branch in Queensbury.
SEFCU - Glenmont
Glenmont, NY
SEFCU offers free checking and online banking, great rates, exceptional member service, accessible branch locations, a large ATM network, business services, and investment and insurance products to meet all of your financial needs.
Teal, Becker & Chiaramonte, CPAs, PC
Albany, NY
Teal, Becker & Chiaramonte, CPAs, P.C. (TBC) is a full service accounting and advisory firm located in Albany, NY.
SEFCU - Albany
Albany, NY
SEFCU offers free checking and online banking, great rates, exceptional member service, accessible branch locations, a large ATM network, business services, and investment and insurance products to meet all of your financial needs.
Community Resource Federal Credit Union
Latham, NY
Community Resource Federal Credit Union is a community credit union open to anyone who lives, works, worships or attends school in Albany, Schenectady, Saratoga, or Rensselaer County and their immediate relatives.
Kinderhook Bank
Kinderhook, NY
Local, trusted, community bank serving the Capital Region with competitive personal and business banking products, services and loans. We're small enough to care, yet big enough to get you there!
NBT Bank of Latham
Latham, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
Trustco Bank
Schenectady, NY
Scott, Stackrow & Co., CPAs, P.C.
Troy, NY
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.
King Wealth Management Group, LLC
Saratoga Springs, NY
The mission of King Wealth Management Group is to make the complexity of wealth management simple for individuals, families, and institutions. King Wealth Management Group completes comprehensive financial plans and builds custom asset allocation mod
NBT Bank of Schenectady
Schenectady, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
TransFirst, LLC
Gloversville, NY
TCAR, Inc.
Burnt Hills, NY
Fenimore Asset Management & FAM Funds
Cobleskill, NY
Since 1974, Fenimore has provided a long-term, consistent and understandable investment approach offering separately managed portfolios and mutual funds. Fenimore Asset Management & FAM Funds --- trusted for generations.
NBT Bank of South Glens Falls
South Glens Falls, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
Janney Montgomery Scott, LLC
Albany, NY
With offices in Albany, Saratoga Springs, Johnstown and Lake Placid, Janney Montgomery Scott, can service any of your financial needs from investments to insurance, annuities to financial planning, call your local Janney Financial Advisor today.
NBT Bank of Guilderland
Guilderland, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
Wojeski & Company, CPAs, PC
East Greenbush, NY
At Wojeski & Company CPAs our success is defined by our clients' success. We develop strong partnerships where we advise and support our clients; positioning them for growth and success.
NBT Bank of Halfmoon
Halfmoon, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
Meier Law Firm, PLLC
Latham, NY
The Meier Law Firm concentrates on the areas of estate planning and administration as well as elder law and real estate law, serving clients and their families throughout the Albany, Schenectady and Saratoga areas.
NBT Bank of Saratoga Springs
Saratoga Springs, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
Saratoga National Bank & Trust Company - Saratoga Springs
Saratoga Springs, NY
Saratoga National Bank and Trust Company combines big-bank product selection with small-bank service and personal attention.
NBT Bank of Duanesburg
Duanesburg, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
NBT Bank of Albany
Albany, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
Capital Financial Services, LLC
Glenville, NY
Capital Financial Services, LLC is a full service financial planning and investment management firm. We've been helping clients for 20+ years with comprehensive financial planning and investment management services on a "Fee Only" basis.
Retail Council of New York State
Albany, NY
Full-service trade association committed to serving the needs of merchants and related professionals. We offer credit card processing, advocacy, NYS Workers' Compensation, NY Statutory Disability and other insurance services and valuable incentives.
Citizens Bank New York Headquarters - Albany
Albany, NY
Charter One, a $33 billion financial services company, provides Consumer and Business Banking, Commercial Banking, Leasing, Commercial Real Estate services throughout six northeastern and central states.
Wells Fargo Advisors, LLC
Albany, NY
Wells Fargo Advisors in Saratoga Springs can help you as you consider the next step in your financial life, whether it's taking out a college loan, buying or refinancing a house, or beginning retirement.
Pierro, Schaeffer & Connor, LLC
Latham, NY
Nationally recognized Estate Planning & Elder Law Firm serving clients throughout the Capital Region. The firm focuses on Wills, Trusts & Estates, Probate, Medicaid, Estate & Tax Planning, Business Succession and Special Needs Planning.
SaxBST
Albany, NY
In a constantly changing environment, your business faces financial challenges everyday. Providing solutions to those challenges and recommendations that make a difference is what BST does best.
Staff Ciampino & Company, PC
Albany, NY
Since 1945, Staff Ciampino & Company, CPAs, P.C. has been the Capital Region's premier accounting and business consulting firm. Tax planning, tax preparation, accounting, consulting and more, Staff Ciampino can deliver results for your business.
Retail Council Services Corp
Albany, NY
RCSC and parent company, the Retail Council of NYS, administer credit card processing for businesses in NY and throughout the country. NY retailers may also take advantage of insurance and other money-saving programs. www.retailcouncilnys.com
H&R Block - Wolf Road
Albany, NY
We are proud to serve more than 20 million clients each year. We are dedicated to providing you the best tax information, service and care possible! Moved? Had a Kid? Got a new job? A crazy year can mean a lot when it comes to taxes.
FLI CPA, LLC
Albany, NY
FLI CPA, LLC, is a boutique public accounting firm. We provide high quality and customized accounting, taxation, assurance and advisory services to individuals, entrepreneurs & start-ups, reputable businesses and non-profits in all states in the Unit
Janney Montgomery Scott, LLC
Saratoga Springs, NY
Located in the Wise Building a block from downtown Saratoga Springs, our office of finanical advisors are there to answer all your questions and concerns on your personal financial goals and insurance protection.
KeyBank - Wilton
Saratoga Springs, NY
Milliman, Inc.
Albany, NY
Milliman is among the world's largest providers of actuarial and related products and services, consulting to the full spectrum of business, governmental, and financial organizations.
NBT Bank of Clifton Park
Clifton Park, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
KeyBank - Malta
Ballston Spa, NY
NBT Bank of East Greenbush
Rensselaer, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
Cool Insuring Agency, Inc.
Latham, NY
Offering Commercial Lines of Coverage, a unique Senior Care Insurance Program, and Employee Benefits; Cool Insuring Agency can assist you no matter what your business insuring needs may be.
NBT Bank, Capital Region Headquarters
Albany, NY
NBT Bank offers personal banking, asset management and business services through a network of over 155 banking locations in New York, Pennsylvania, Massachusetts, New Hampshire and Vermont.
T.M. Byxbee Company, CPAs, NY, PC
Albany, NY
Offering all typical CPA services, such as tax and financial statement preparation, as well as banking relations, retirement and personal financial planning, business succession and estate planning, and representation before taxing authorities.

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