Harry Shamlian, CFP® is a financial advisor in Albany, New York, who specializes in retirement planning, investment management, and comprehensive financial planning. It’s his goal to assist our clients in creating a plan for their financial future that helps them feel confident and secure. If you need help with retirement planning, investment management, and comprehensive financial planning, please contact his office today for a free, no-obligation consultation.
In addition to serving the Great Capital Region of NY, we work with clients across the nation that fit our core focus.
HARRY SHAMLIAN, CFP®
WEALTH ADVISOR & PARTNER
CLIENT RELATIONSHIP MANAGER
Why Work With Us
We focus intently on all aspects of our clients’ finances so they can feel confident about their financial future and do more of what they love. Our current clients tell us that our deep experience, thoughtful approach, and technical knowledge gives them confidence to come to us for guidance with all their major financial decisions. Wherever you are in your financial life cycle, we have the expertise and experience to build a plan for you.