Asset management consultation in Rome, New York

Birch Wealth Management is a prestigious finance institution located at 414 North James Street in Rome, New York, United States. With a team of experienced financial advisors, Birch Wealth Management offers comprehensive wealth management services tailored to meet the unique needs and goals of each client. From investment planning to retirement strategies, Birch Wealth Management is dedicated to helping individuals and families achieve financial success and security. Contact us today to schedule a consultation and start planning for a brighter financial future.

The Cashman is a multi-faceted institution located at 403 West Dominick Street in Rome, New York. As a finance institution, we offer a range of financial services to meet our customers' needs. In addition, we also operate as a jewelry store, providing a stunning selection of high-quality jewelry pieces for every occasion. Our store is stocked with a variety of items, from precious gemstones to elegant watches. Visit us at The Cashman for all your financial and jewelry needs.

Michelle Shauger: Primerica - Financial Services is a reputable finance and insurance agency located at 503 North George Street in Rome, New York, United States. With a focus on providing top-notch financial services to individuals and families, Michelle Shauger and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica offers a wide range of services to meet your needs. With a commitment to professionalism and personalized service, Michelle Shauger: Primerica - Financial Services is the go-to institution for all your financial needs.

Christopher R Bray is a reputable institution located at 301 Black River Boulevard in Rome, New York, United States. Specializing in elder and estate planning, the institution helps individuals prepare for their future and the future of their loved ones by addressing health, financial well-being, and living environment concerns. With a team dedicated to serving clients with honesty, integrity, and results, Christopher R Bray ensures that clients receive the best care and professionalism possible. The experienced elder law attorneys at the institution, Jeff and Chris, are highly knowledgeable and reliable, making them the go-to choice for Elder Law and Estate Planning needs. Whether you need assistance with setting up a living trust, protecting your assets, or planning for potential hardships, Christopher R Bray is here to help. Contact them today to find out how they can assist you in securing your future.

Vacca Consolidated Financial is a leading finance institution located at 217 North Washington Street in Rome, New York, United States. Specializing in financial planning, investment management, and wealth preservation, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, Vacca Consolidated Financial is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure a strong financial future.

Savicki Capital, LLC, located at 23 Oxford Road in New Hartford, New York, offers financial advisory services under the leadership of Randy Savicki. Specializing in wealth management for individuals, businesses, and not-for-profits, Savicki Capital prides itself on providing exceptional financial solutions and building lifelong relationships based on trust and respect. Their team of experienced financial advisors offers services such as investing in Exchange-traded funds (ETFs), stocks, bonds, and mutual funds. With a focus on personalized service and a commitment to client satisfaction, Savicki Capital is dedicated to serving the communities of New Hartford, Utica, Rome, Clinton, Whitesboro, and beyond in Central New York. Trust Savicki Capital for all your investment advisory needs.