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 financial plans that integrate risk management, focus on tax-efficient asset positioning, and aim to provide clear insights into forecasted numbers. They serve a wide range of clients, from teenagers to those aged 90 and older, regardless of asset size or location. Services include retirement planning, education savings, and business retirement plans such as SEP, Simple IRA, and Single 401K options for self-employed individuals, as well as larger 401K plans for companies with many participants. The practice offers in-person, Zoom, and phone consultations, including a no-cost, no-obligation initial consultation for those seeking a second opinion on existing financial plans. The business holds a rating of 5.00 based on customer reviews.

The firm’s approach treats each client’s finances as a unique puzzle, interpreting the financial planning process to ensure the appropriate risk profile. The team views the client as the owner of their retirement and acts as the manager to maximize efficiency, handling the selection of asset managers. The group includes certified financial planners and investment managers who emphasize clear communication and transparency. Marc, a certified financial planner, designs customized, goal-oriented plans. He holds series 6, 63, 65, and 7 securities licenses and is a graduate of Hartwick College. Marc previously worked for PKS Investments, McDonald Investments, Fidelity Investments, Putnam Investments, and New York Life’s ADQ pension consultancy. He has been a member of the Financial Services Professionals Eastern New York chapter since 2004 and served as its president during the 2011-2012 season.

Lori, a partner in the firm, brings a background in business management and wealth management. She graduated cum laude from Ithaca College with a B.S. in Business Management in 1986. After starting her career with the NYS Division of the Budget and the Office of Mental Retardation and Developmental Disabilities, she joined Purshe Kaplan Sterling in 2006. She became part of the AlbanyAdvisor Group within PKS in 2009. In 2021, Lori, Marc, and Susan formed the current group structure. Securities are offered through Purshe Kaplan Sterling Investments Inc., a Member of FINRA/SIPC.

The business maintains a perfect 5.00 rating from its customers, reflecting the positive reception of its personalized planning and investment management services. This standing highlights the trust clients place in the firm’s fiduciary responsibility and tailored approach to financial security.

AlbanyAdvisor Group combines certified financial planning expertise with a client-first philosophy to help Albany residents and businesses secure their financial futures.

Located on Corporate Woods Blvd 4th, the office sits about a fifth of a mile from Shaker Park and is close to Shaker Road and Albany Shaker Road.

BizScoreAI awarded a perfect 100 out of 100 for its Schema and Structure score. This high rating reflects that the website uses structured data and clear headings. This clarity helps AI assistants and search engines understand exactly what the business is and what it offers.

Services:

• Comprehensive Financial Planning
• Integrated Risk Management
• Personalized Financial Plan Development
• Target-Risk Investment Management
• Tax-Efficient Asset Positioning