Allen Financial Consultants

Welcome to Merrill Lynch in Clifton Park, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

The HWA Team is a powerful resource. Our approach is based on honesty, integrity and a highly personalized level of client service. Our combined experience brings a unique perspective to all we do and provides added value to our clients. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Capital Saratoga Wealth Management is a financial services firm located in Ballston Spa, NY. They offer a wide range of financial services, including investments, bonds, common stock, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, brokerage accounts, treasury bills, government securities, treasury notes, variable annuities, financial planning, retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans. They also offer insurance, including disability income insurance, life insurance, and long-term-care insurance. Capital Saratoga Wealth Management is a trusted advisor to individuals and businesses in the Saratoga Springs area.