Closed today
250 Osborne Rd Suite 1, Albany
Financial Planners
Closed today
150 State St 4th floor, Albany
Financial Planners
“My husband and I have been working with Jared for a few months now. It has mostly been work to get organized and in order for us to begin our financial journey, which takes a lot of work. Quite frankly, this is one of the main resons we reached out for support in the first place. Through all of this, Jared has been there every step of the way and has been a great resource for us. We are confident in Jared’s abilities. He continues to show dedication, great listening skills and mentorship in all of this. This stuff can be intimidating but Jared makes it easy.“
“I reached out to Mr Ruger for a question regarding Roth IRA and he promptly responded with helpful information and recommendation of a cpa that could help me with my situation.“
“I'm so thankful for René at Rosemont. When my husband got sick, he was so helpful. He truly cares about his clients, and I trust him completely. He is so knowledgeable and explains everything in a way that even I can understand. I highly recommend René!“
Financial Planners
Financial Planners
“Michael Bonanno is best described as my lighthouse when I found myself in unknown dark stormy waters. His immediate empathetic insightful guidance gave me a path towards a more secure future with his analysis and feedback. He asked me to stay in touch to let him know how I was doing. A truly genuine person and I highly recommend his services!“