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Nicotera Wealth Management

5.0
(17 reviews)

Business Details

313 Ushers Road, Ballston Lake, NY
12019, United States
(518) 877-6600
https://nicoterawealth.com/

About

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

Nicotera Wealth Management
313 Ushers Road, Ballston Lake, NY
12019, United States

Hours

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
17 reviews
5 stars
17
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • RC
    Rick Castle
    6 days ago
    5.0
    We have worked with Leo for over 20 years. Nicotera Wealth not only manages our investment accounts with them but also provides overall guidance of our financial portfolio including our employer based retirement accounts to ensure that we are adequately diversified across all accounts. Their level of professionalism, ease of communications and attention to detail is unmatched. We highly recommend them.
  • SS
    S
    Mar 19, 2026
    5.0
    Leo 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
  • PS
    patricia smaldone
    Mar 18, 2026
    5.0
    We have been with nicotera for many years. Leo has given us great advice and taken the time to explain everything to us.
  • PF
    pat fennelly
    Mar 18, 2026
    5.0
    I 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!
  • LM
    Lee-Ann Mertzlufft
    Jan 20, 2025
    5.0
    I'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.

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 May 17, 2026Yext Knowledge Graph
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