James Whalen III - Morgan Stanley

Valley Financial Group is a wealth management firm based in Albany, NY, that provides comprehensive financial planning services tailored for individuals, families, and businesses. Utilizing a team-based approach, the firm prioritizes client needs while drawing on over 30 years of collective experience across various financial disciplines. Specializing in a range of services including risk planning, investment management, retirement planning, education planning, tax planning, and estate planning, Valley Financial Group aims to help clients grow and protect their wealth. Their commitment to personalized service ensures that clients feel confident in their financial decisions and legacy objectives are fulfilled. Generated from the website

Dechtman Wealth Management is a highly reputable financial advisory firm based in Albany, NY. With a team of experienced wealth management professionals and Colorado financial advisors, they offer comprehensive retirement planning, financial planning, and tax planning services. As fiduciaries, they prioritize their clients' best interests and strive to help them maximize their investments, reduce taxes, and achieve their financial goals. With over $500K in investable assets, clients can benefit from their industry best practices and personalized strategies tailored to their unique needs. Known for their exceptional customer service and expertise, Dechtman Wealth Management has garnered a strong reputation among their clients. They are praised for their transparent communication, in-depth knowledge, and professionalism. Clients appreciate their ability to explain investment strategies, consider risk tolerance, and provide guidance on various financial matters, such as Social Security withdrawals. With a personal approach and a focus on long-term impacts, Dechtman Wealth Management is a trusted partner for individuals and businesses seeking quality financial guidance.Generated from the website