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Best Financial Planners in Albany, New York

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Claimed listings first, then by BizScore. How we score

10Financial Planners scored in Albany
44Average BizScore
63Top BizScore
0%AI Visibility 50 or higher
57Average SEO score
4.8Average Google rating (10 rated)

Top Financial Planners in Albany

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Showing 1-10 of 10 Financial Planners listings in Albany, NY · page 1 of 1

#1Sgroi Wealth w/ Broadway Advisor Group

5.0 Google rating

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Sgroi Wealth w/ Broadway Advisor Group website

Score breakdown

AI Visibility46
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Albany, New York
  • (518) 477-3626
  • sgroiwealth.com

Sgroi Wealth w/ Broadway Advisor Group is a financial planner in Albany, NY. The firm provides investment strategies, portfolio management, and financial planning services for families and individuals, whether they are beginning their wealth journey or are...

Category rank by BizScore: #2 of 27 Financial Planner listings in AlbanyScores updated Jun 22, 2026

#2Rosemont Financial Group of Albany

4.9 Google rating · 39 reviews

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Rosemont Financial Group of Albany website

Score breakdown

AI Visibility41
AI Ready52
SEO74
Freshness100
  • Financial Planner
  • Albany, New York
  • (518) 621-7173
  • rosemontfg.com

Rosemont Financial Group of Albany: Rosemont Financial Group is a Financial Planner in Albany, NY. They offer over 25 years of personalized financial planning services for families, businesses, and individuals. Their specialties include retirement accounts, investments, insurance, business...

Category rank by BizScore: #7 of 27 Financial Planner listings in AlbanyScores updated Oct 28, 2026

#3Albany Financial Planning

5.0 Google rating · 1 review

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Albany Financial Planning website

Score breakdown

AI Visibility31
AI Ready-
SEO63
Freshness-
  • Financial Planner
  • Albany, New York
  • (518) 300-3900
  • albany.edu
Category rank by BizScore: #14 of 27 Financial Planner listings in AlbanyScores updated Sep 17, 2026

#4Creative Planning of Albany

4.8 Google rating · 500 reviews

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Creative Planning of Albany website

Score breakdown

AI Visibility34
AI Ready0
SEO55
Freshness-
  • Financial Planner
  • Albany, New York
  • (866) 273-2848
  • us.creative.com
Category rank by BizScore: #11 of 27 Financial Planner listings in AlbanyScores updated Oct 25, 2026

#5Albany Wealth Management Group - UBS Financial Services Inc.

5.0 Google rating · 1 review

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Albany Wealth Management Group - UBS Financial Services Inc. website

Score breakdown

AI Visibility32
AI Ready-
SEO61
Freshness-
  • Financial Planner
  • Albany, New York
  • (518) 447-3910
  • advisors.ubs.com

Albany Wealth Management Group, UBS Financial Services Inc. is a financial planner in Albany, NY, providing personalized financial planning, investment management, and retirement planning services to individuals and families across the region. The firm...

Category rank by BizScore: #19 of 27 Financial Planner listings in AlbanyScores updated Jun 22, 2026

#6AlbanyAdvisor Group of Albany

5.0 Google rating

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AlbanyAdvisor Group of Albany website

Score breakdown

AI Visibility30
AI Ready23
SEO60
Freshness-
  • Financial Planner
  • Albany, New York
  • (518) 689-3577
  • albanyadvisor.com

AlbanyAdvisor Group of Albany: AlbanyAdvisor Group is a Financial Planner in Albany, NY. The firm works with individuals and businesses to efficiently manage accumulated wealth through comprehensive financial planning and target-risk investment management. The team creates tailor-made...

Category rank by BizScore: #12 of 27 Financial Planner listings in AlbanyScores updated Oct 28, 2026

#7Northeast Wealth Management of Albany

5.0 Google rating · 2 reviews

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Northeast Wealth Management of Albany website

Score breakdown

AI Visibility28
AI Ready37
SEO59
Freshness100
  • Financial Planner
  • Albany, New York
  • (518) 435-9043
  • northeast.edu
Category rank by BizScore: #20 of 27 Financial Planner listings in AlbanyScores updated Oct 26, 2026

#8Greenbush Financial Group of Albany

4.9 Google rating

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Greenbush Financial Group of Albany website

Score breakdown

AI Visibility16
AI Ready0
SEO52
Freshness-
  • Financial Planner
  • Albany, New York
  • (518) 477-6686
  • eastgreenbush.org

Greenbush Financial Group of Albany: Safe Harbor Wellness & Psychiatric Services is a psychiatrist practice in Falmouth, MA, located at 6 County Road. It holds a rating of 4.80 based on customer reviews. Beth Sertell provides accessible, evidence-based therapy services for individuals seeking...

Category rank by BizScore: #22 of 27 Financial Planner listings in AlbanyScores updated Oct 28, 2026

#9Pioneer Wealth Management of Albany

5.0 Google rating

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Pioneer Wealth Management of Albany website

Score breakdown

AI Visibility7
AI Ready-
SEO41
Freshness-
  • Financial Planner
  • Albany, New York
  • (518) 730-3140
  • parts.pioneerelectronics.com

Pioneer Wealth Management of Albany: Pioneer Wealth Management is a financial planner in Albany, NY, serving individuals and families with personalized retirement planning, investment management, and estate planning services. The firm specializes in helping clients build and preserve wealth...

Category rank by BizScore: #27 of 27 Financial Planner listings in AlbanyScores updated Jun 30, 2026

#10Broadview Wealth Management

3.6 Google rating

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Broadview Wealth Management website

Score breakdown

AI Visibility10
AI Ready-
SEO28
Freshness-
  • Financial Planner
  • Albany, New York
  • (518) 782-0209
  • broadviewwealth.com
Category rank by BizScore: #26 of 27 Financial Planner listings in AlbanyScores updated Oct 25, 2026
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What the Data Shows for Financial Planners in Albany

0% of the 10 financial planners we measured in Albany reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 28, compared with an average SEO score of 57.

The average Google rating across 10 rated financial planners is 4.8, and the median listing has 2 reviews.

None of the 10 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

BizScoreAI compares 10 financial planners in Albany, New York by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Albany ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Albany, New York does BizScoreAI track?

10 financial planners in Albany currently meet the profile-quality bar for this page, with an average BizScore of 44 and a top score of 63.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Albany score 50 or higher.

Is being listed free?

Yes. Every financial planner in Albany is listed and scored for free, and claiming a listing is free too.