Broadview Wealth Management

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United States
Albany, NY
Broadview Wealth Management

Broadview Wealth Management is a professional financial and wealth management firm. Insurance products are offered through LPL or its licensed affiliates.

Broadview Wealth Management is a wealth management firm, focused on helping clients pursue and maintain Financial Independence. Advisors are salaried employees who provide educational resources, professional guidance, and exceptional service. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC finra.org sip

c.org). Broadview Federal Credit Union name and Broadview Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Broadview Wealth Management, and may also be employees of Broadview Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Broadview Federal Credit Union or Broadview Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

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.

06/02/2026

Join us June 9th at 12pm for our Retirement Investment & Withdrawal Strategies Webinar! We'll discuss investment issues retirees may face and strategies to address them. 👉 Secure your spot today — enrollment is limited: https://www.broadviewwealthmanagement.com/events/retirement-investment-withdrawal-strategies/

Not insured by the NCUA. Not deposits or other obligations of the credit union and are not guaranteed by the credit union. Subject to investment risks, including possible loss of the principal invested.

05/30/2026

We’re proud to celebrate Broadview Wealth Management for being named Best Wealth Management Firm in the 2026 Times Union Best of the Capital Region! This recognition is a testament to the trust our clients place in us, and the dedication our team brings to helping individuals and families plan for their financial futures with confidence.

Thank you to everyone who voted for us and continues to choose Broadview Wealth Management as your partner every step of the way. 💙

05/29/2026

To close out Small Business Month, we’re focusing on cybersecurity strategies every small business should know. With cybercriminals increasingly targeting smaller organizations, strong security practices are essential for protecting your business and your customers. Learn simple tactics to help ensure you’re selling safely: https://www.broadviewwealthmanagement.com/blog/cybersecurity-tactics-for-small-business-owners/

Not insured by the NCUA. Not deposits or other obligations of the credit union and are not guaranteed by the credit union. Subject to investment risks, including possible loss of the principal invested.

05/28/2026

This is a critical planning window. Many people begin to focus on refining their timeline, understanding income sources, and stress‑testing their strategy for different scenarios.

If retirement is on the horizon, now’s the time to make sure your plan is aligned with the lifestyle you envision.

Not insured by the NCUA. Not deposits or other obligations of the credit union and are not guaranteed by the credit union. Subject to investment risks, including possible loss of the principal invested.

05/27/2026

There’s no one‑size‑fits‑all approach to financial planning.

Your goals are personal—and your strategy should be too. At Broadview Wealth Management, the focus is always on building a plan that fits where you are today and where you want to go next.

Not insured by the NCUA. Not deposits or other obligations of the credit union and are not guaranteed by the credit union. Subject to investment risks, including possible loss of the principal invested.

05/25/2026

In observance of Memorial Day, our office will be closed.

We are grateful to the men and women for their sacrifice for our country and wish everyone a safe Memorial Day.

05/22/2026

As the year reaches its midpoint, it’s a natural time to step back and review your financial progress. A mid‑year financial plan checkup can help you cut through the noise, reassess your goals, and make thoughtful adjustments that may lead to stronger savings and greater confidence over time. Learn what to review and why it matters: https://www.broadviewwealthmanagement.com/blog/a-mid-year-financial-plan-review-makes-sense/

Not insured by the NCUA. Not deposits or other obligations of the credit union and are not guaranteed by the credit union. Subject to investment risks, including possible loss of the principal invested.

05/17/2026

Learning is one of the most powerful tools in financial planning.

Our events are built to break down complex topics into practical takeaways you can apply to your own life—whether you’re just getting started or fine‑tuning an existing plan.

Not insured by the NCUA. Not deposits or other obligations of the credit union and are not guaranteed by the credit union. Subject to investment risks, including possible loss of the principal invested.

05/15/2026

As you age, the question of when to collect Social Security (SS) retirement benefits will likely come to mind. There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits.Learn more: [LINK]

Not insured by the NCUA. Not deposits or other obligations of the credit union and are not guaranteed by the credit union. Subject to investment risks, including possible loss of the principal invested.

05/14/2026

Absolutely. Retirement planning doesn’t stop once your career does.

Managing income, taxes, legacy goals, and market changes can all play a role in helping your money continue working for you—so you can focus on enjoying retirement with confidence.

Not insured by the NCUA. Not deposits or other obligations of the credit union and are not guaranteed by the credit union. Subject to investment risks, including possible loss of the principal invested.

Address

4 Winners Circle
Albany, NY

Website

https://www.broadviewwealthmanagement.com/

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