Are you concerned about your financial future? 

Are you uncertain about how to achieve your own financial goals?

Do you need a goal-oriented investment plan to help you get there?

Welcome to Bullard, McLeod & Associates, Inc. We are a family owned and operated investment advisory firm located in Albany, New York. We are committed to helping our clients meet the financial challenges of both the present and the future. We offer more than two decades of investment experience and a commitment to providing honest, objective, informed analysis, and fee-only investment advice, delivered with the highest degree of professionalism and personal service.

Our mission is to deliver a custom-tailored financial plan for each client and provide portfolio management to suit each clients' individual investment objectives. We achieve this by working closely with them in a relationship that acknowledges their changing needs while providing an integrated investment approach with a focus on long-term appreciation and preservation of principal.