02.25.2021

Featured Tenant – Albany Advisor Group

AlbanyAdvisor Group (AAG) provides financial planning, risk-based wealth management, and insurance solutions to individuals, businesses, and entities.  We pride ourselves in our ability to translate market risks into planning risks for clients so they can be truly comfortable in retirement.

Company Profile
20 Corporate Woods Boulevard
You can easily contact us through our website at www.AlbanyAdvisor.com or by calling 518-689-3577

AAG has three principals, all CFP® certificants; Marc Agel, Susan Hart, and Lori Murphy, and one client relationship manager, Kari Salerno.  We are currently in the process of expanding our operations by providing succession planning to other advisors who are retiring.  .

Is your company based in the Capital Region? 
Yes, we are based out of 20 Corporate Woods Boulevard in Albany, NY, but we do have clients spread throughout the country.

Where are your customers located? 
Most of our clientele is located within 50 miles of Albany, but approximately 10% of our households are located outside of New York State.

What do you like about this office location?  
Corporate Woods offers us, and our clients, a convenient, easy to find, professional environment to conduct our practice.  Picotte’s attention to our needs and their work in creating a beautiful space for us to engage with our clients has been a pleasure.

Are there any interesting facts about your business that you would like to share? 
We are very proud of our new space and cannot wait to share it with our clients once the COVID-19 situation has passed!