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)


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.


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:


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