Business financial consulting in Cortland, New York
34 results found
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Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.
127 North Main Street, Cortland, New York 13045, United States -
Robert Buisch - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Robert Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We specialize in providing personalized financial advice to help you achieve your life goals, whether they include retirement planning, education funding, or purchasing a second home. At our practice, we prioritize what's most important to you. We offer tailored investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our approach involves documenting your objectives, regularly reviewing your progress, and adjusting your strategy as life evolves. With secure access to your accounts from any device, you can track your progress and communicate with us easily.
127 North Main Street, Cortland, New York 13045, United States -
Tracy Buisch - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. Our mission is to help you achieve your financial goals, whether they involve retirement planning, education funding, or purchasing a second home. At Ameriprise, we start by focusing on what matters most to you. Our personalized approach includes investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. We’ll work together to document your objectives, regularly review your progress, and adjust your strategy as life evolves. With secure access from any device, you can track your investments and progress at any time.
127 North Main Street, Cortland, New York 13045, United States -
Schneider Financial LLC
● OpenWelcome to Schneider Financial LLC, your trusted partner in financial success, conveniently located at 17 Main Street, Cortland, New York 13045. We are a dedicated finance firm committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and retirement planning. At Schneider Financial LLC, we pride ourselves on providing personalized solutions tailored to meet your unique needs. Our client-centric approach ensures that we understand your financial objectives and work diligently to help you navigate the complexities of the financial world. Whether you're planning for the future, managing your wealth, or seeking guidance on tax strategies, we are here to provide expert advice and support every step of the way.
17 Main Street, Cortland, New York 13045, United States -
Robert E Bittner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Robert E Bittner - Financial Advisor, Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York. We specialize in providing personalized financial advice tailored to your unique goals and risk tolerance. Whether you're planning for retirement, saving for education, or considering a major purchase like a second home, we're here to guide you every step of the way. Our approach begins with understanding what's most important to you. We offer investment, asset allocation, and portfolio recommendations designed to align with your objectives. Through regular meetings, we review and analyze your progress, updating your strategy as life evolves to ensure you stay on track.
25 Clinton Avenue, Cortland, New York 13045, United States -
John Baringer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.
25 Clinton Avenue, Cortland, New York 13045, United States -
Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.
8 Kennedy Parkway, Cortland, New York 13045, United States -
Bianchi Financial Software Consultants
● OpenWelcome to Bianchi Financial Software Consultants Located in the heart of McGraw, New York, Bianchi Financial Software Consultants is your trusted partner for all QuickBooks® solutions. Founded by Shelly Bianchi, a seasoned expert with over 20 years of experience as an Advanced Certified ProAdvisor, our business is dedicated to helping you master the financial aspects of your operations.
2697 Parks Road, McGraw, New York 13101, United States -
Cortland Bookkeeping & Tax Services
● ClosedWelcome to Cortland Bookkeeping & Tax Services, your trusted partner in accounting and finance located at 17-29 Main Street, Cortland, New York. We are dedicated to helping our clients navigate the complexities of financial management, ensuring compliance with reporting responsibilities, and planning for future success. Our services are designed to free you from the intricacies of bookkeeping and payroll, allowing you to focus on what truly matters—running your business and serving your customers. With our expertise, you can avoid payroll filing issues and manage day-to-day processing effortlessly by outsourcing your complex payroll tasks to us. We go beyond the numbers, providing deep analysis and strategic guidance that empowers you to make informed, smart business decisions. Whether you're balancing business success with personal time or planning for future business succession, we offer insights and solutions tailored to your specific needs.
17-29 Main Street, Cortland, New York 13045, United States -
Sean Davern - State Farm Insurance Agent
● ClosedSean Davern - State Farm Insurance Agent is a reputable institution located at 2121 East Main Street in Rochester, New York, United States. As a health insurance agency, they offer personalized quotes for individuals seeking insurance coverage. With a team of experienced professionals, Sean Davern State Farm is dedicated to providing the Rochester community with reliable coverage for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Sean Davern, a lifelong resident of Rochester and graduate of SUNY Cortland, has over 5 years of experience in the insurance industry. His office has been serving the community since 1970, offering expert guidance and support to ensure customers are properly covered. The team at Sean Davern State Farm is committed to helping customers prepare for life's unexpected events, offering a range of insurance and financial services.
2121 E Main St, Rochester, NY 14609, United States -
Stewart Gubenko
● ClosedStewart Gubenko is a reputable accounting and finance institution located at 380 West Cortland Avenue in Oceanside, New York, United States. With a team of experienced professionals, Stewart Gubenko offers a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, the institution is dedicated to helping clients achieve their financial goals. Trust Stewart Gubenko for all your accounting and finance needs.
380 W Cortland Ave, Oceanside, NY 11572, United States -
UpSkill Wealth Management
● ClosedUpSkill Wealth Management is a premier finance and insurance agency located at 1 N Main St, Suite 301, Cortland, NY 13045, United States. Our mission is to empower individuals and businesses to achieve their financial goals through expert advice and tailored solutions. At UpSkill Wealth Management, we offer a comprehensive range of services including financial planning, investment management, retirement strategies, and insurance solutions. Our team of experienced professionals is dedicated to providing personalized service and strategic guidance to help you navigate the complexities of the financial world. Whether you are planning for retirement, seeking to grow your investments, or need insurance coverage, UpSkill Wealth Management is your trusted partner in financial success. Visit us today to discover how we can help you secure a prosperous future.
1 N Main St Suite 301, Cortland, NY 13045, United States -
Dragonfyre Distillery
● ClosedWelcome to Dragonfyre Distillery, a unique gem nestled in the heart of Central New York at 1062 Leonard Road, Marathon, NY 13803. As both a store and a tourist attraction, Dragonfyre Distillery offers an unforgettable experience for spirit enthusiasts and curious travelers alike. Our distillery is dedicated to crafting hand-made artisan whiskey, using only locally sourced grains and produce to ensure the highest quality and authenticity. With a commitment to excellence, we proudly produce a variety of spirits including our signature 100% field corn whiskey, distinctive rye whiskey, and a range of bourbons aged to perfection. Visitors to Dragonfyre Distillery can indulge in our diverse selection of spirits, each with its own unique flavor profile, from the sweet notes of our Bloody Butcher corn whiskey to the rich, bold taste of our bourbon aged in maple syrup barrels. For those seeking something different, our 100% New York apple brandy offers a delightful candy apple and raisin finish.
1062 Leonard Road, Marathon, New York 13803, United States -
Amy L Gutchess
● ClosedWelcome to Amy L Gutchess, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 85 Gulf Hill Road, we are dedicated to providing personalized and comprehensive financial services tailored to meet the unique needs of each client. With a commitment to excellence, we offer a range of services including bookkeeping, tax preparation, financial planning, and consulting. Our experienced team is here to guide you through the complexities of financial management, ensuring your peace of mind and financial success. Whether you're an individual, a small business, or a larger corporation, Amy L Gutchess is here to support your financial journey with professionalism and integrity. Visit us today to discover how we can help you achieve your financial goals.
85 Gulf Hill Road, Cortland, New York 13045, United States -
Jackson Hewitt Tax Service
● OpenWelcome to Jackson Hewitt Tax Service, conveniently located at 819 Bennie Road, Cortland, New York 13045, inside the Cortland Walmart. Our finance-focused business is dedicated to providing you with exceptional tax services tailored to your busy lifestyle. Although our tax advance loans have ended for this year, our skilled Tax Pros are ready to help you secure your biggest refund, guaranteed. We offer flexible tax preparation options to suit your needs. Simply drop off your tax documents, and our experts will handle the rest, including a quick review call and convenient e-signing. If you prefer a more personal approach, book an in-person appointment with one of our Tax Pros. We also assist with IRS letters and inquiries.
819 Bennie Road, Cortland, New York 13045, United States -
Jackson Hewitt Tax Service
● OpenWelcome to Jackson Hewitt Tax Service, your trusted partner for all your tax preparation needs in Cortland, New York. Conveniently located at 3941 West Road, our team of experienced Tax Pros is dedicated to helping you secure your biggest refund with ease and efficiency. Although our tax advance loans have ended for this year, our commitment to providing exceptional service remains stronger than ever. We understand that life can be hectic, which is why we offer flexible options to suit your schedule. Simply drop off your tax documents, and our skilled Tax Pros will handle the rest. We ensure a seamless process, including a quick call to review your final return and convenient e-signing.
3941 West Road, Cortland, New York 13045, United States -
Farm Family Insurance Co
● ClosedWelcome to Farm Family Insurance Co, your trusted insurance agency located at 1135 New York 222 in Cortland, New York. We are committed to providing personalized and comprehensive insurance solutions to meet the unique needs of our community. Our experienced team understands the importance of protecting what matters most to you, whether it's your home, farm, business, or personal assets. At Farm Family Insurance Co, we pride ourselves on delivering exceptional customer service and building lasting relationships with our clients. Our knowledgeable agents work closely with you to tailor coverage options that fit your specific requirements and budget. With a focus on integrity and reliability, we strive to offer peace of mind through a wide range of insurance products, including property, casualty, life, and health insurance.
1135 New York 222, Cortland, New York 13045, United States -
Seven Valley Agency
● ClosedWelcome to Seven Valley Agency, your trusted partner for comprehensive insurance solutions located in the heart of Cortland, New York. Conveniently situated at 18 Tompkins Street, we pride ourselves on serving the local community with personalized and reliable insurance services tailored to meet your unique needs. At Seven Valley Agency, we understand that navigating the complex world of insurance can be daunting. That's why our team of experienced professionals is dedicated to providing you with clear, straightforward advice and exceptional customer service. Whether you're seeking auto, home, life, or business insurance, we offer a wide range of policies from leading providers to ensure you have the right coverage for every aspect of your life.
18 Tompkins Street, Cortland, New York 13045, United States -
Nationwide Insurance: Anthony W Burchell
● ClosedWelcome to Nationwide Insurance: Anthony W Burchell, your trusted insurance agency located at 114 River Street, Cortland, New York. We are dedicated to providing personalized insurance solutions to meet the diverse needs of our community. At our agency, we understand that every client is unique, and we are committed to helping you protect what matters most. Our experienced team offers a comprehensive range of insurance products, including auto, home, life, and business insurance. We take pride in delivering exceptional customer service, ensuring that you receive the guidance and support you need to make informed decisions. Whether you're looking to safeguard your family's future or protect your business assets, we are here to assist you every step of the way.
114 River Street, Cortland, New York 13045, United States -
Moore Quality Bookkeeping LLC
● ClosedWelcome to Moore Quality Bookkeeping LLC, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 2386 Ames Road, we are dedicated to providing top-notch bookkeeping services tailored to meet the unique needs of local businesses and individuals. At Moore Quality Bookkeeping LLC, we understand that managing finances can be a complex and time-consuming task. Our team of experienced professionals is committed to delivering accurate and reliable financial solutions that allow you to focus on what matters most—growing your business. We offer a comprehensive range of services, including bookkeeping, payroll management, tax preparation, and financial consulting, all designed to streamline your financial processes and enhance your financial health.
2386 Ames Road, Cortland, New York 13045, United States -
Grago Accounting Service
● OpenWelcome to Grago Accounting Service, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 2451 East River Road, our firm is dedicated to providing personalized and professional financial solutions to meet the diverse needs of our clients. Whether you're a small business owner, an individual, or a corporation, we offer a comprehensive range of services including bookkeeping, tax preparation, financial planning, and advisory services. At Grago Accounting Service, we pride ourselves on our commitment to excellence and integrity. Our team of experienced and knowledgeable accountants is here to help you navigate the complexities of the financial world, ensuring your financial health and success. We take the time to understand your unique situation and tailor our services to fit your specific needs.
2451 East River Road, Cortland, New York 13045, United States -
Palmer Family Insurance Agency, Inc.
● ClosedWelcome to Palmer Family Insurance Agency, Inc., your trusted partner in comprehensive asset protection for families and businesses. Located in the heart of Marathon, New York, at 8 Cortland Street, we are committed to safeguarding what matters most to you. With over 50 years of experience, we have proudly served our community as an independently operated, top-tier insurance agency, dedicated to helping our clients achieve their goals through personalized service and expert risk management. At Palmer Family Insurance Agency, Inc., we believe in building lasting relationships and serving as your family confidant and enterprise risk manager. Our consultative approach allows us to thoroughly assess risks and provide tailored solutions that protect your lifestyle and business interests. We are passionate about delivering total asset protection and ensuring you have peace of mind.
8 Cortland Street, Marathon, New York 13803, United States -
Port, Kashdin & McSherry Certified Public Accountants
● ClosedWelcome to Port, Kashdin & McSherry Certified Public Accountants, your trusted partner in accounting and finance located at 3535 West Road, Cortland, New York. With a commitment to excellence and personalized service, we specialize in providing comprehensive financial solutions for individuals, small businesses, and corporations. Our team of experienced CPAs is dedicated to helping you navigate the complexities of tax planning, bookkeeping, auditing, and financial consulting. Whether you're seeking strategic advice for business growth or need assistance with personal financial planning, we tailor our services to meet your unique needs. At Port, Kashdin & McSherry, we prioritize building long-lasting relationships with our clients, ensuring transparency, integrity, and professionalism in every interaction. Contact us today to discover how we can support your financial journey with precision and care.
3535 West Road, Cortland, New York 13045, United States -
Mc Sherry Matthew CPA
● OpenWelcome to McSherry Matthew CPA, your trusted partner in accounting and financial services located in the heart of Cortland, New York. Situated at 111 West Road, our firm is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses in the community. At McSherry Matthew CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why we offer a wide range of services tailored to meet your unique needs, including tax preparation and planning, bookkeeping, financial consulting, and more. Our team of experienced professionals is committed to delivering accurate, timely, and reliable services to help you achieve your financial goals.
111 West Road, Cortland, New York 13045, United States -
Rathbun Lou a CPA
● ClosedWelcome to Rathbun Lou, a trusted CPA firm located on West Road in Cortland, New York. Specializing in accounting and finance, we are committed to providing personalized and comprehensive financial services to individuals and businesses in our community. With a focus on accuracy and integrity, our experienced team offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you need assistance with personal finances or managing the financial health of your business, Rathbun Lou is here to guide you every step of the way. Visit us to experience our dedication to excellence and see how we can help you achieve your financial goals.
West Road, Cortland, New York 13045, United States -
H&R Block
● OpenWelcome to H&R Block, your trusted partner for comprehensive accounting and financial services located at 1114 New York 222 in Cortland, New York. At H&R Block, we are dedicated to helping individuals and businesses navigate the complexities of taxes and financial planning with ease and confidence. Our team of experienced professionals is committed to providing personalized solutions tailored to meet your unique financial needs. Whether you're looking for assistance with tax preparation, bookkeeping, or financial advice, we offer a wide range of services designed to ensure your financial success. Our experts stay up-to-date with the latest tax laws and regulations to provide accurate and efficient service, giving you peace of mind throughout the year.
1114 New York 222, Cortland, New York 13045, United States -
Equus Advisors / Accounting & Tax Professionals
● ClosedWelcome to Equus Advisors / Accounting & Tax Professionals, your trusted partner in accounting and finance, located at 17 Main Street, Cortland, New York. We are committed to helping you understand your business, meet compliance reporting responsibilities, and plan for a prosperous future. Our comprehensive services are designed to streamline your financial tasks, allowing you to focus on what truly matters—running your business. Explore our online apps to seamlessly conduct business with us and watch our short video tutorials to learn how to upload tax documents and access your tax returns via Onvio. Say goodbye to payroll filing issues by entrusting us with complex payroll management, and let us handle your bookkeeping so you can concentrate on delivering quality service to your clients.
17 Main Street, Cortland, New York 13045, United States -
Peter Vanderwoude CPA
● OpenWelcome to Peter Vanderwoude CPA, your trusted partner in accounting and finance solutions located at 17-29 Main Street, Cortland, New York. With a commitment to excellence and personalized service, we offer a comprehensive range of accounting services tailored to meet the unique needs of individuals and businesses in our community. At Peter Vanderwoude CPA, we understand the complexities of financial management and strive to simplify the process for our clients. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to provide expert guidance and support.
17-29 Main Street, Cortland, New York 13045, United States -
Winters Amy a CPA
● ClosedWelcome to Winters Amy, a CPA, your trusted partner in accounting and finance, located conveniently at 19 Church Street, Cortland, New York. With a commitment to excellence and a personalized approach, we provide a comprehensive range of financial services tailored to meet the unique needs of individuals and businesses in our community. At Winters Amy, a CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our experienced team is dedicated to offering expert guidance and support every step of the way. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to help you achieve your financial goals with confidence.
19 Church Street, Cortland, New York 13045, United States -
John O. Reagan CPA, PC
● ClosedWelcome to John O. Reagan CPA, PC, your trusted partner in accounting and financial services, conveniently located at 16 Church Street, Cortland, New York. With a commitment to excellence and a personalized approach, we cater to the diverse financial needs of individuals and businesses in the Cortland community and beyond. At John O. Reagan CPA, PC, we offer a comprehensive range of services designed to help you achieve your financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to provide expert guidance and support.
16 Church Street, Cortland, New York 13045, United States
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