Financial Advisors in Albany, NY
Planning for Capital Region families since 2010
Rosemont at a glance
Founded in Albany in 2010, Rosemont Financial Group serves 4,000+ clients with $1.4B+ in client assets. Our 15+ advisors, including CFP® professionals, work from offices in Albany, Old Forge, and Walton, NY.
How we can help
Financial planning, retirement accounts, investments, insurance and annuities, college planning, and planning for business owners, coordinated in one plan built around your goals.
Our process
We start with a conversation about your goals, design a personalized strategy, help you put it in place, and review it with you regularly as markets and your life change.
Visit our Albany office
18 Corporate Woods Boulevard, 2nd Floor, Albany, NY 12211. Call 518-621-7173 or email info@rosemontfg.com to schedule a conversation.
Our services
- Financial Planning: retirement income, wealth and estate planning, and fee-based portfolio design
- Retirement Accounts: IRAs, rollovers, and 401(k), 403(b), 457, SIMPLE, and SEP plans
- Investments: stocks, bonds, ETFs, mutual funds, CDs, and alternatives
- Insurance / Annuities: life insurance and retirement income strategies
- Business Owners: executive compensation and employer retirement plans
- College Planning: 529 plans and UTMA accounts
Meet some of our Capital Region advisors
- Paul G. Coluccio, CFP®, co-founder and lifelong Capital Region resident
- Steven Novotny, CFP®, University at Albany graduate
- Christopher Gilbert, financial consultant in the Albany region for over 26 years
- Christopher Dacey, University at Albany graduate based in Latham
- Chancy D'Arcangelis, CFP®, CLU®, ChFC®, Colonie resident
Frequently asked questions
Where is Rosemont Financial Group's Albany office?
Our main office is at 18 Corporate Woods Boulevard, 2nd Floor, Albany, NY 12211. You can reach us at 518-621-7173. We also have offices in Old Forge and Walton, NY.
What services do your Albany financial advisors offer?
Our advisors provide financial planning, retirement account guidance (IRAs, rollovers, and employer plans), investment management, insurance and annuities, college planning, and planning for business owners.
Who do you work with?
We work with individuals, families, retirees, and business owners throughout Albany and the Capital Region, including Schenectady, Troy, Saratoga Springs, and surrounding communities.
Are your advisors CERTIFIED FINANCIAL PLANNER™ professionals?
Several of our advisors hold the CFP® certification. Others hold designations including CLU®, ChFC®, CRPC®, AIF®, and CPA. Each advisor's credentials are listed on their profile page.
How is Rosemont Financial Group affiliated with LPL Financial?
Our advisors offer securities through LPL Financial, Member FINRA/SIPC. You can review any advisor's registrations on FINRA BrokerCheck.
How do I get started?
Call 518-621-7173 or use our contact page to schedule an initial conversation with an advisor at our Albany office.
