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At Albany Financial Group, our seasoned advisors bring more than 100 years of combined experience to the financial planning and wealth management process. We are honored to assist successful individuals and business owners in working toward their financial objectives and pursuing their lifelong dreams.

We are one of the oldest financial planning firms in the Capital District and are proud of our trusted reputation. There are many benefits to having a long-term financial plan in place, and our comprehensive approach covers many bases.

You deserve to work with financial professionals who have a commitment to the community and to your best interests. We welcome the opportunity to have our family help yours.

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Who We Are

As an independent firm, we are committed to offering objective advice.

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What We Do

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Why We Do It

We're here for you, offering advice and support throughout life's milestones.

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Helpful Content

Estimate your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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A Bucket Plan To Go With Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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