When Albany Financial Group was founded in 1973, it was a time when very few firms were offering holistic financial planning to their clients. Although times have changed, our mission and our approach has remained the same. We help our clients take a comprehensive look at all their financial objectives and collaborate with them to develop a plan to pursue those goals.
We act in a fiduciary capacity to shepherd them through various life changes, as well as economic and market cycles to help them stay on track and give them the best chance of reaching their financial goals.
As fiduciaries to our advisory clients, our advisors put your interests ahead of the firm’s when developing strategies and recommendations for your personalized plan. With more than 50 years of experience in the financial services business, our advisors possess the knowledge to guide clients through turbulent times and remain focused on their long-term financial plan. We are proud to work with multiple generations of loyal clients who rely on our team for personalized advice and recommendations.
Albany Financial Group has been helping individuals, families, and businesses since 1973. We are proud of our quality client service. Our Financial Advisors guide you through the process of establishing a successful financial plan and nurture it through economic and personal changes. Our pledge is to make every conscientious effort to give the same value of service as we would apply to ourselves - because your legacy is our legacy.
Joseph J. Hermann, RICP®
LPL Financial Planner
Walter Klisiwecz, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™
Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™
Principal, Albany Financial Group
LPL Wealth Advisor
A.J. Amato, CPA, CFP®
Karen Blesser, Financial Paraplanner Qualified Professional™
Executive Assistant to Joseph Hermann, RICP®
Wealth Management Advisor with Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™
Client Service Associate to Walter Klisiwecz, CFP®, MBA
Administrative Assistant to Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™
Financial Planning Associate
Ryan Duff, CFP®
Wealth Advisor with Joseph J. Hermann, RICP®
Lisa La Plante, Financial Paraplanner Qualified Professional™
Operations Manager for John Gigliello, CFP®, AIF®, MBA, EA
Financial Paraplanner with Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™
Rohail Sarwar, LPL Client Services Associate to James Sullivan, II, MBA
Branch Operations Manager to James Sullivan, II, MBA
Michael Whitney, CFP®
Financial Paraplanner to John Gigliello, CFP®, AIF®, MBA, EA
Executive Assistant to Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™