Brand Certified
Nicotera Wealth Management
5.0(16 reviews)
Certified by Nicotera Wealth Management • Apr 26, 2026
Business Details
313 Ushers Road, Ballston Lake, NY
12019, United States
Certified by Nicotera Wealth Management • Apr 26, 2026
(518) 877-6600
Certified by Nicotera Wealth Management • Apr 26, 2026
https://nicoterawealth.com/
Certified by Nicotera Wealth Management • Apr 26, 2026
About
Certified by Nicotera Wealth Management • Apr 26, 2026
Financial PlannerFinancial Planning
Established in 1998, Nicotera Wealth Management provides comprehensive financial planning and investment management to clients in the Albany, Clifton Park, Saratoga Springs and surrounding New York area. Leo Nicotera, the firm's founder and Sr. Advisor has over 30 years planning and market experience.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
- Wheelchair accessible seatingAvailable
Location
Certified by Nicotera Wealth Management • Apr 26, 2026
Hours
Certified by Nicotera Wealth Management • Apr 26, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 4:00 PM
Friday9:00 AM - 4:00 PM
SaturdayClosed
SundayClosed
5/25/20269:00 AM - 5:00 PM
6/19/20269:00 AM - 4:00 PM
7/3/20269:00 AM - 4:00 PM
9/7/20269:00 AM - 5:00 PM
10/12/20269:00 AM - 5:00 PM
11/11/20269:00 AM - 5:00 PM
11/26/20269:00 AM - 4:00 PM
11/27/20269:00 AM - 4:00 PM
12/25/20269:00 AM - 4:00 PM
1/1/20279:00 AM - 4:00 PM
Reviews
5.0
16 reviews
5 stars
16
4 stars0
3 stars0
2 stars0
1 star0
- SSSMar 19, 20265.0Leo is a knowledgeable, talented strategist who genuinely cares about his clients' financial well-being. He 'gets us', and patiently explains the rationale for his approach to ensure we stay on track and have peace of mind. Recently, we decided to make a big purchase. Leo and Austin quickly handled this curveball with finesse. I sleep better at night knowing that my hard earned cash is being protected by Nicotera Wealth. Sheryl & Jim
- PSpatricia smaldoneMar 18, 20265.0We have been with nicotera for many years. Leo has given us great advice and taken the time to explain everything to us.
- PFpat fennellyMar 18, 20265.0I am a 28yr old male who had little to know clue what to do with his money. I wanted to set up a retirement account that will set up my future... After, speaking with Leo the account was quickly created and has been growing ever since. He made this tricky topic very easy to understand. When life throws curve balls at you that make you change your original plan, Leo is very understanding and can quickly pivot the plan to fit your financial needs. I highly recommend Leo and his team!
- JBJeffrey BakerFeb 9, 20255.0I have worked with Leo for 3 years and would highly recommend him for any financial planning. He has worked with me to develop a well thought out plan for my retirement and financial security. His knowledge is unmatched and has always been available for any questions or counsel. Leo has gone above and beyond and even offered to help my children as they begin their careers and retirement accounts. He cares about his clients and always puts their interests first.
- LMLee-Ann MertzlufftJan 20, 20255.0I've been working with Leo just about a year now, and I couldn't be happier. He's attentive, listens carefully, and makes me feel confident that my money is being used wisely and safely. I've seen notable growth and couldn't recommend him more highly!
Frequently Asked Questions About Nicotera Wealth Management
What services does Nicotera Wealth Management offer?
Nicotera Wealth Management offers comprehensive financial planning and investment management services.
Where is Nicotera Wealth Management located?
Nicotera Wealth Management is located at 313 Ushers Road, Ballston Lake, NY 12019, USA.
What are the business hours of Nicotera Wealth Management?
The business is open Monday to Wednesday from 9:00 AM to 5:00 PM, and Thursday to Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Nicotera Wealth Management?
You can contact them by phone at +1 518-877-6600 or by email at leo@nicoterawealth.com or info@nicoterawealth.com.
Is Nicotera Wealth Management accessible for wheelchair users?
Yes, the firm has a wheelchair accessible entrance, seating, and restroom.
Can you tell me about the founder of Nicotera Wealth Management?
The founder and Senior Advisor, Leo Nicotera, has over 30 years of planning and market experience.
Are there any banks near Nicotera Wealth Management if I need additional financial services?
Yes, nearby banks include M&T Bank and Trustco Bank, which can provide additional financial services if needed.
What nearby places can I visit for dining or leisure after my appointment at Nicotera Wealth Management?
You can visit Flintlock Distilling, Yankee Distillers, Shmaltz Brewing Company, or SingleCut North and Side Stage Tap Room for dining and leisure.
Is there a convenient gas station near Nicotera Wealth Management if I need to refuel?
Yes, XtraMart and Xtra Fuels are nearby gas stations for refueling your vehicle conveniently.
What other types of businesses are located near Nicotera Wealth Management that might interest clients?
Nearby businesses include medical supply from LINCARE INC., IT services at Easybus, building supplies at F H Alexander, and home health care from Interim HealthCare.
Brand Certified Facts from Nicotera Wealth Management
This information is certified by Nicotera Wealth Management and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified April 26, 2026Yext Knowledge Graph
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