Pombo Wealth Management & Insurance Service

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. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Albany Financial Group-----AJ Amato Wealth Team is a financial services firm serving the Albany area. We offer a wide range of financial planning services, including comprehensive financial planning, investment management, pre- and post- retirement planning, insurance services, proactive tax strategies, social security planning, medicare guidance, education planning, estate, gift, and legacy planning, business owner services, equity awards maximization, and advanced strategies for complex needs. We are committed to providing our clients with the highest level of service and personalized attention. We believe that everyone deserves to have a sound financial plan in place, and we are here to help you achieve your financial goals.

Rosemont Financial Group is a premier financial services firm in Albany, NY. We offer a wide range of services to help you achieve your financial goals, including comprehensive financial planning, investment services, retirement planning, insurance, and college planning. Our team of experts has over 10 years of experience and can help you create a personalized financial plan that meets your individual needs. We understand that every client is unique, and we take the time to understand your specific goals and objectives. We are committed to providing you with the highest level of service. We are always available to answer your questions and provide you with the information you need to make informed financial decisions.