James Whalen III - Morgan Stanley

Valley Financial Group is a wealth management firm based in Albany, NY, that provides comprehensive financial planning services tailored for individuals, families, and businesses. Utilizing a team-based approach, the firm prioritizes client needs while drawing on over 30 years of collective experience across various financial disciplines. Specializing in a range of services including risk planning, investment management, retirement planning, education planning, tax planning, and estate planning, Valley Financial Group aims to help clients grow and protect their wealth. Their commitment to personalized service ensures that clients feel confident in their financial decisions and legacy objectives are fulfilled. Generated from the website

Wealth Partners Alliance (WPA) is an independent organization based in Albany, NY, dedicated to providing experienced financial advisory services tailored to the needs of individuals, families, and institutions. Founded by advisors for advisors, WPA emphasizes integrity, empathy, and transparency while fostering collaboration and resource accessibility for sustainable financial success. With offices located in Dallas, Houston, and Austin, WPA serves as a trusted advocate for clients, focusing on building meaningful relationships and offering expert guidance in wealth management and financial planning. The alliance invites both prospective clients and advisors seeking a rewarding partnership to join their mission of navigating the complexities of significant wealth effectively. Generated from the website