Financial Planning Financial Planners locations near Castleton On Hudson, NY

Showing 1–10 of 10 results

Our Castleton On Hudson, NY directory covers 10 financial planning financial planners listings in 6 ZIP codes. Listings here were last checked in Aug 2026.

Trustco Bank

📍 301 New Scotland Ave, Albany, NY, 12208

📞 518-438-7838

Trustco Bank has been the low cost provider of high quality products and services since opening for business in 1902 in the upstate town of Schenectady, New York. Today, Trustco Bank operates 146 branch locations in 5 states. The Bank believes in old school, personal service and welcomes each customer by name as they enter the branch. Offering a wide variety of great deposit and loan products, the Bank specializes in residential mortgage lending. In May 2015, SNL Financial rated Trustco Bank the 12th best performing savings bank in the country.

Keybank

📍 561 New Scotland Ave, Albany, NY, 12208

📞 518-453-1627

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.

Massmutual Albany

📍 8 Southwoods Blvd, Albany, NY, 12211

📞 518-463-5533

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

Updated Aug 2026

Ameriprise Financial

📍 1654 Columbia Tpke Ste 4, Castleton On Hudson, NY, 12033

📞 518-479-0522

🌐 ameriprise.com

Paddock Financial Solutions Inc

📍 1537 Columbia Tpke, Castleton On Hudson, NY, 12033

📞 518-935-2500

Rose Shea Associates Inc

📍 4151 State Route 20, Castleton On Hudson, NY, 12033

📞 518-477-8734

🌐 roseshea.com

Sgori Wealth Management Inc

📍 4 Springhurst Dr, East Greenbush, NY, 12061

📞 518-477-3626

🌐 sgroiwealthmanagement.com

Capital Wealth Management Of NY

📍 4 Springhurst Dr, East Greenbush, NY, 12061

📞 518-935-2324

LPL Financial

📍 797 Route 9w, Glenmont, NY, 12077

📞 518-767-0470

Michael Bonanno CFP

📍 Serving Your Area, Albany, NY, 12202

📞 518-438-3168