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Local Wealth Management Group Recognized by Forbes

Written by Saratoga TODAY on . Posted in Business.

SARATOGA SPRINGS — Pollard Bryan & Carl Wealth Management Group, which has offices in Saratoga Springs and Albany, was recently named to the “Best-in-State Wealth Management Team” list by Forbes. The list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

“Making the Forbes/SHOOK list has been one of our goals and we are extremely proud to have achieved this,” said Raymond C.H. Bryan, First Vice President / Wealth Management, in a news release.

Other local wealth management firms that made Forbes’ list include SiRiCa in Clifton Park, SEAM in Saratoga Springs, and the Anderson Financial Group in Saratoga Springs.

Pollard Bryan & Carl Wealth Management Group is a team of financial professionals at Janney Montgomery Scott LLC that currently oversees $1 billion in client assets. 

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