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Who We Are

The Albany Financial Group

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.

Our Mission

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.

Meet Our Team

Administrative Staff

Michael  Brandt

Michael Brandt

Wealth Management Advisor with Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™

(518) 786-3300

Madison  Conti

Madison Conti

Client Service Associate to Walter Klisiwecz, CFP®, MBA

(518) 786-3300

Carrie  Cronin

Carrie Cronin

Administrative Assistant to Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™

(518) 786-3300

Ryan Duff

Ryan Duff, CFP®

Wealth Advisor with Joseph J. Hermann, RICP®

(518) 786-3300

Justin Pangburn

Justin Pangburn

Financial Paraplanner with Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™

(518) 786-3300

Rohail  Sarwar

Rohail Sarwar

Rohail Sarwar, LPL Client Services Associate to James Sullivan, II, MBA

(518) 479-4600

Laurie  Walter

Laurie Walter

Branch Operations Manager to James Sullivan, II, MBA

(518) 479-4600

Michael  Whitney

Michael Whitney, CFP®

Financial Paraplanner to John Gigliello, CFP®, AIF®, MBA, EA

(518) 786-3300

Denise  Williams

Denise Williams

Executive Assistant to Steve Kennedy, CFP®, CIMA®, RMA®, CDFA™

(518) 786-3300