Services for Business Owners

If you are seeking a comprehensive approach to your business financial and investment planning needs, Albany Financial Group offers a broad choice of services, including:

  • Corporate retirement plans
  • SEP IRAs/SIMPLE IRAs
  • Executive compensation plans
  • Business succession planning
  • Key person insurance

As needed, we can engage with strategic partners or work with your existing team of professionals to bring additional insight to your business direction.

Contact Us to become an Albany Financial client. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Albany Financial Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, ME, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, WV, VA, VT.

 

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