Sandra L Riccio, CFP

Graypoint is an independent financial advisory firm based in Albany, NY, dedicated to serving individuals, families, businesses, and nonprofits across the wealth spectrum. With a focus on holistic financial planning, the firm aims to align clients' wealth with their personal objectives, helping them efficiently use their resources now and in the future. With over 700 clients, Graypoint prides itself on building trustworthy relationships and providing tailored services, including family office solutions, financial counseling, and investment management. The firm's commitment to exceptional client care and technical expertise has established it as a pivotal partner for navigating financial futures. Generated from the website

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.

Northeast Wealth Management is a financial services firm based in Albany, NY, specializing in personalized wealth management solutions for individuals and families. With a focus on long-term financial planning and investment strategies, Northeast Wealth Management aims to help clients achieve their financial goals and secure their financial future. Generated from their business information