We are excited to share this video with you as we just celebrated our first year in business as The Albany Group. Thank you to our clients, community, family and friends for all of the support - Without you, none of this would've been possible. https://hubs.ly/Q028Qvw30 Beau Jones Taylor Roberts
The Albany Group
Financial Services
Decatur, Alabama 83 followers
Plan for tomorrow. Live for today.
About us
At The Albany Group, we put conversation at the core of our business because your financial and retirement goals deserve our undivided attention. Whether it’s making sure you have enough money to retire, contributing to college funds, distributing your inheritance or some other worthy goal, we’ll work with you to develop a plan that works towards your objectives. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org / www.sipc.org
- Website
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www.thealbanygroup.com
External link for The Albany Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Decatur, Alabama
- Type
- Partnership
- Founded
- 2022
Locations
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Primary
Get directions
254 E Moulton St
Suite 200
Decatur, Alabama 35601, US
Employees at The Albany Group
Updates
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Read the full #marketcommentary here: https://lnkd.in/gGNu-tfY #thealbanygroup #decatur
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A trust established for the benefit of a charitable organization under which the charitable organization receives payment of a specified amount (at least annually) from the trust. On the death of the grantor, remainder interest in the trust passes to his or her heirs. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations. #FinancialAdvisor #Decatur #CharitableGiving
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Fall is a magical time of the year throughout much of the country. Waking to crisp autumn mornings, the changing of the leaves to reds, oranges, yellows, and the nostalgic scent of smoke from the cooking fires as if straight from a Robert Frost poem. This season of cider sweaters is also a great time to sit down and give your finances a comprehensive review. Considered these five financial tips to help you remain fiscally fit this fall, even if a few winter storms roll through: https://lnkd.in/gm49U2rx
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Read the full #marketcommentary here: https://lnkd.in/gGNu-tfY #thealbanygroup #decatur
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What does reliability mean to you? At The Albany Group, reliability means that we do what we say will do, always. Reliability is the foundation of trust, and it’s vital in cultivating strong relationships with our clients and community. That's why it's one of our core values. #Values #FinancialAdvisor #Decatur
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As one embarks on their journey toward a high-net-worth status, it's crucial to understand that strategic planning and intelligent decision-making are essential for wealth generation and preservation. One of the most powerful tools at our disposal is the 401(k) retirement savings plan. Let's explore some strategic 401(k) moves that can help manage your wealth. https://lnkd.in/gsQfvBz9
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Read the full #marketcommentary here: https://lnkd.in/gGNu-tfY #thealbanygroup #decatur
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