The Di Bella Financial Group, LLC.

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Financial Planners, Investment Management, Life Insurance

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Today: 8:00 am - 5:00 pm

48 Years

in Business

(518) 649-9494Call

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Map & DirectionsDirections7 Executive Centre Dr Ste 2Albany, NY 12203 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Albany with Financial Planners

Slingerlands (8 miles)
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Rensselaer (12 miles)
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Troy (14 miles)
Schenectady (14 miles)
Altamont (14 miles)

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Building A Personal Relationship Through Trust And Knowledge.

General Info: We provide estate, business, and tax planning to affluent families and business owners.We help clients determine their objectives for business and estate planning and then work with them and their advisors to take action and complete the plan. We are the catalyst in the planning process.
Email: Email Business
Extra Phones: Fax: (866) 490-6445
Payment method: check
Location: Just off Washington Avenue Extension and near The Crossgates Mall.
Neighborhood: Dunes
Categories: Financial Planners, Investment Management, Life Insurance, Long Term Care Insurance, Retirement Planning Services

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Details

Phone: (518) 649-9494

Address: 7 Executive Centre Dr Ste 2, Albany, NY 12203

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The Di Bella Financial Group, LLC.

Tax Planning
Charitable Giving
The Di Bella Financial Group, LLC can help clients look at the benefits of a charitable giving plan designed to meet personal goals and achieve philanthropic objectives.

Mutual Funds
The mutual funds and variable insurance products that may be referred to on this site or on the New York Life Insurance Company corporate site may be offered or sold only to persons in the United States. New York Life is licensed to sell insurance in all 50 states. Please be sure to verify the individual agent's state insurance licensing information on this site.
Wealth Management
Liz graduated from Siena College with a Bachelor of Science in Finance. She is a member of the National Association of Insurance & Financial Advisors (NAIFA) and a member of the Million Dollar Round Table. Liz is a current board member for the Siena College Center for Private Wealth Management and enjoys being active in her community through various volunteer organizations.

Cash Flow Analysis
Our clients also need professional financial guidance in Asset Allocation, Debt Elimination, Liquidity and Cash Flow Analysis.

Financial Planning
Develop financial planning recommendations. This step outlines the modifications necessary to your current financial blue print in order to help you achieve your planning goals and objectives.
Retirement Planning
Beginning his career in 1976, Joseph F. Di Bella worked in estate planning, retirement planning and business succession planning. Joe was the founding partner in The Di Bella Financial Group, LLC. Joe was also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. His relationship with Eagle Strategies allowed him to provide financial planning services and fee-based investment advice to his clients.
Asset Management
Asset Protection
The Di Bella Financial Group, LLC can identify a variety of financial strategies and retirement income plans that can help clients accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans, and other instruments. The Di Bella Financial Group, LLC also may offer techniques to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.

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