3 financial planning businesses recently registered in Albany, New York.
Each entry below is a newly registered financial planning business in Albany, New York, sourced directly from the New York Division of Corporations and enriched with verified contact information where available. The most recent filing was on Dec 17, 2025. Filings update daily as new financial planning businesses register in Albany.
Flat 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 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.
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Start Your Free Trial ›Wu Advisory Group is a financial planning firm offering comprehensive financial planning, including financial education, asset positioning, retirement planning, and wealth preservation.