A good financial adviser?

accounting ledgerFred asks:

Any recommendations for a good financial adviser in the Capital Region?

Of course, you want to find someone who's good at the financial side of things (otherwise, what's the point) -- but it's also important that you feel like you can communicate effectively with that person.

So, got a suggestion for Fred? Please share! And please include why you like the financial adviser you're suggesting.

Earlier on AOA: A good accountant?

photo: Edinburgh City of Print (Flickr user edinburghcityofprint)

Comments

Eric Benson at Waddell & Reed is great. Not only have my accounts with him made money every year I was with him, he is great with discussing all of my options and planning for the future.

Kevin Regan at Merrill Lynch Wealth Management in Albany (518) 462-8350. He's always available when you have questions and makes you feel confidant about your financial decisions.

Michael DePerto @ Captail Financial Planning, good guy and is very straight forward with you.


Kathleen Godfrey of Godfrey Financial has been a godsend over the years. Knowledgeable, smart, and most of all, local.

www.godfreyfinancial.com

Christopher Cassidy at Wells Fargo on New Karner Rd. Really good guy, involved in the community, and has years of experience.

Give him a call at: 518-869-1680

You can also visit his page here for more info on him:

https://home.wellsfargoadvisors.com/christopher.cassidy

Say Something!

We'd really like you to take part in the conversation here at All Over Albany. But we do have a few rules here. Don't worry, they're easy. The first: be kind. The second: treat everyone else with the same respect you'd like to see in return. Cool? Great, post away. Comments are moderated so it might take a little while for your comment to show up. Thanks for being patient.

The Scoop

Ever wish you had a smart, savvy friend with the inside line on what's happening around the Capital Region? You know, the kind of stuff that makes your life just a little bit better? Yeah, we do, too. That's why we created All Over Albany. Find out more.

Recently on All Over Albany

A quick recap of the week

Here are a few highlights from the past week on AOA: + We gave away tickets for this year's Champagne on the Park by asking:... (more)

Today's moment of spring

Pretty sweet... for a crabapple.... (more)

Go see the tulips, don't wait

Important news: The Washington Park tulip beds are blooming. As of Friday afternoon we'd say about 65 percent of the tulips were in bloom, and... (more)

Jazz at Lincoln Center Orchestra with Wynton Marsalis at Troy Music Hall

The Jazz at Lincoln Center Orchestra with Wynton Marsalis will be at the Troy Music Hall October 7 for a show. Tickets go on sale... (more)

Stuff to do this weekend

On your marks. Get set. Weekend. Before you go out, be sure and have rain boots, sun screen, and a heavy sweater handy -- this... (more)

Recent Comments

I feel that when people don't confront inappropriate behavior it sends a signal that it is tolerated. I often speak up in situations like these, depending on my reading of the situation. If we consider ourselves part of a community we all have a role to play in signaling what is and isn't appropriate behavior.

Thinking about affordable housing in Albany

...has 6 comments, most recently from Jeff D

Stuff to do this weekend

...has 3 comments, most recently from KGB

The Fort Orange General Store is re-opening

...has 5 comments, most recently from Rich

Today's moment of spring

...has 1 comment, most recently from jsc

Old trees out, new trees soon

...has 1 comment, most recently from jsc