Graypoint

Bender Lane Advisory, located in Albany, NY, offers comprehensive financial advisory services through Graypoint LLC. Specializing in financial planning and investing, they align your wealth with your purpose to secure your current and future financial objectives. As an independent financial advisory firm, Graypoint caters to individuals, families, businesses, and nonprofits of varying wealth levels. Their core belief in holistic financial planning ensures that every client's wealth serves a meaningful purpose, guiding them towards financial success. With a dedicated team serving over 700 clients, Graypoint prioritizes building trust to navigate their clients' financial futures effectively. From retirement planning to estate establishment, their tailored services meet the diverse financial needs of individuals, families, businesses, and charitable organizations. Generated from the website content

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Integrated Financial Strategies, LLC is a Guilderland-based financial advisory firm that specializes in providing value and confidence to employers in managing their retirement plans. With a focus on enhancing employers' fiduciary process, the firm allows businesses to dedicate more time to their core operations while ensuring their employees' retirement security. Through their affiliation with Commonwealth Financial Network, an independent broker dealer, Integrated Financial Strategies remains independent and acts in the best interests of their clients, offering a highly customized solution to help them meet their specific financial goals and objectives. With a commitment to optimizing retirement readiness, Integrated Financial Strategies provides employees with the necessary information and guidance, from investment selection to debt reduction strategies. Their process-driven due diligence allows them to uncover and address the challenges faced by their clients, ensuring a prudent and tailored approach. As an independent firm, their interests are aligned with their clients', allowing them to provide unbiased advice and recommendations.Generated from the website