Every new New York business filing, every dayNew Financial Planning Businesses in Albany, NY
4 financial planning businesses recently registered in Albany, New York.
Updated October 7, 2026 · Most recent business filing Feb 16, 2026
Every new New York filing, every day
See how it worksAbout Financial Planning Businesses in Albany
This page lists new financial planning businesses registered in Albany, New York. We currently track 4, sourced directly from the New York Division of Corporations and refreshed daily as new financial planning companies file.
Recent additions include Generations Planning Group, ZZ Planning, and Secure Life Fiscal Planning. The most recent financial planning business filing was on Feb 16, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial planning businesses in Albany, this is one of the freshest prospect lists in the market.
All Filings
Generations Planning Group
Feb 16, 2026Generations Planning Group, LLC is a financial planning firm located at 2020 Western Ave, Albany, NY. They offer investment services, insurance, and financial guidance, as stated on their homepage. The firm's focus aligns with retirement planning, consistent with the LLC name 'Golden Years Planning.'
ZZ Planning
Dec 17, 2025Flat fee financial planning firm for lawyers in their 20s-40s, founded by a lawyer and CFP. Website provides comprehensive planning services and contact info with a New York phone number.
Secure Life Fiscal Planning
Nov 25, 2025Secure Life Fiscal Planning LLC offers financial planning services as described on their website: 'trusted by clients for reliable financial planning that safeguards your future.' The domain name matches the LLC exactly, and contact information includes a New York phone number and an email using the same domain, indicating a small business operating in New York.
Wu Advisory Group
Apr 11, 2025Wu Advisory Group is a financial planning firm offering comprehensive financial planning, including financial education, asset positioning, retirement planning, and wealth preservation.
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