AlbanyAdvisor Group
Financial Services • 
Roessleville, New York, United States • 1-10 Employees
Company overview
| Headquarters | 20 Corporate Woods Blvd, Albany, New York 12211, US |
| Phone number | +15186893577 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at AlbanyAdvisor Group
Lori Murphy
Owner/Advisor of AlbanyAdvisor Group, LLC
AlbanyAdvisor Group Email Formats
AlbanyAdvisor Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@albanyadvisor.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@albanyadvisor.com | 100% |
About AlbanyAdvisor Group
We provide comprehensive financial planning alongside full-service wealth management to help our clients achieve their personal and professional goals. We strive to build strong relationships with clients to ensure we're with you every step of the way on your path to retirement. Planning now to protect your future is paramount to prosperity. A good analogy to describe our relationship to our clients is this: We believe that every client owns a company called, “My Retirement Inc.” The sole purpose of this company is to accumulate wealth and distribute it during the client’s retirement years. The client is the owner of the company; we want to be the CEO. We do not own the company, but rather are in charge of managing it for maximum efficiency. As trusted advisors, we work with individuals and businesses to most efficiently manage the wealth they have accumulated. We firmly believe that a solid financial plan is the cornerstone to understanding how those assets should be invested and distributed. By offering comprehensive financial planning as well as target-risk investment management, our team provides the services that are crucial to their continued success.
AlbanyAdvisor Group revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
AlbanyAdvisor Group has never raised funding before.
AlbanyAdvisor Group Tech Stack
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SpainFrequently asked questions
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