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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.

SEFCU - Albany
SEFCU - Albany
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.
Maple Tree Funding
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
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
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.
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.
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
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.
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.
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 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.
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.
KeyBank - Malta
Ballston Spa, NY
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!
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.
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, 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.
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.
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.
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.
Meier Law Firm, PLLC
Latham, NY
The Meier Law Firm concentrates in 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.
TransFirst, LLC
Gloversville, NY
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.
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.
Trustco Bank
Schenectady, NY
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.
Pierro, Connor & Associates 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.
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.
New York Long-Term Care Brokers Ltd.
Clifton Park, NY
New York Long-Term Care Brokers is an independent, nationally recognized brokerage firm specializing in Long-Term Care, Life and Disability Insurance consulting and sales for individuals, employer sponsored groups and professional associations.
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.
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.
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.
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.
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
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.
KeyBank - Wilton
Saratoga Springs, NY
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.
TCAR, Inc.
Burnt Hills, 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 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.
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