Business financial planning tools in Clinton, New York

Welcome 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.

OneGroup is an insurance agency located at 706 North Clinton Street, Syracuse, New York, United States. We specialize in providing innovative risk management solutions to help businesses control and reduce risks, ultimately leading to business success. Our team of highly trained and experienced business risk specialists, along with over 200 experts and specialists from various industries, are dedicated to ensuring that your business is protected with the best insurance coverage tailored to your specific needs. In addition to business insurance, OneGroup also offers personal insurance options to protect individuals at every stage of life. Our personal insurance specialists conduct thorough reviews to ensure that everything you have worked hard for is fully protected.

Family Dollar is a versatile institution located at 2105 Clinton Avenue in New York, United States. It serves as a clothing store, food and grocery store, as well as a supermarket. When purchasing individual units of a product, a handling fee will be applied to each unit, but this fee can be eliminated by upgrading to a case. The institution values customer privacy and will not share phone numbers with third-party vendors. For tax-exempt organizations, an account on the website is required, and tax-exempt information must be provided. A copy of the tax ID certificate must be kept on file until it expires, at which point a new certificate will be required. Gift cards can also be used to pay for orders, with a 19-digit gift card number located above the magnetic strip on the back. Simply enter the gift card number and PIN if applicable to apply the balance to the order. If the purchase exceeds the gift card funds, an additional form of payment can be used.

peace of mind. Trusts are versatile tools that can be tailored to your specific needs, whether you want to provide for minor children, protect assets from creditors, or plan for incapacity. At Morgan Legal Group, our attorneys have extensive experience in drafting wills and creating various types of trusts to meet our clients' individual needs. We take the time to understand your unique situation and goals to recommend the most effective estate planning strategies for you.

The Bonadio Group is a top 50 CPA firm located at 7936 Seneca Turnpike in Clinton, New York, United States. Specializing in accounting and finance, we offer a wide range of services to help our clients navigate their financial and business challenges. We take a personalized approach to each client, recognizing that every situation is unique and requires a tailored solution. Our team of problem solvers and industry experts are dedicated to serving as trusted partners to our clients. We go beyond traditional accounting services to deeply understand the industries we serve, providing insightful commentary on industry trends through various mediums such as articles, seminars, webinars, and more.

EFPR Solutions is a leading accounting and finance institution located at 100 South Clinton Avenue in Rochester, New York. With a team of experienced professionals, EFPR Solutions offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Their expertise and commitment to excellence make them a trusted partner for individuals and businesses seeking reliable financial solutions. Whether you need help with taxes, financial statements, or strategic planning, EFPR Solutions is dedicated to helping you achieve your financial goals.

Podvin Laurie P CPA is a reputable accounting and finance institution located at 145 Clinton Street in Watertown, New York, United States. Specializing in providing expert financial services, including tax preparation, auditing, and financial planning, Podvin Laurie P CPA is dedicated to helping individuals and businesses manage their finances effectively. With a team of experienced professionals, clients can trust in the expertise and personalized attention they receive at this institution. Whether you need assistance with tax compliance or financial consulting, Podvin Laurie P CPA is committed to delivering top-notch services to meet your needs.

Insero & Co. CPAs, LLP is a renowned accounting and finance institution located at 300 Clinton Square in Rochester, New York, United States. From privately-held family businesses to multi-national corporations, they offer expertise with a service model that clients love. For nonprofit organizations, foundations, colleges, universities, government agencies, municipalities, and school districts, Insero provides audit services and expertise beyond their own staff. Their dedicated team of auditors versed in GASB standards can assist with compliance and internal audit services.

Welcome to Trevisani & Laporte, your trusted partner in accounting, finance, and automotive solutions. Conveniently located at 14 Clinton Street, New York Mills, New York, our multifaceted business is committed to providing exceptional services tailored to meet your diverse needs. As a leading accounting firm, Trevisani & Laporte offers comprehensive financial services, including bookkeeping, tax preparation, and financial consulting. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with precision and integrity.

Welcome to the United States Postal Service located at 40 College Street, Clinton, New York 13323. Our facility is a proud cornerstone of the local community, providing essential postal and financial services with a commitment to reliability and efficiency. As a multifaceted establishment, we serve as both a local government office and a trusted post office, ensuring that your mailing, shipping, and financial needs are met with professionalism and care. Whether you're sending a package, purchasing postal supplies, or seeking financial services, our dedicated team is here to assist you. Visit us to experience exceptional service and support for all your postal and financial requirements.

Welcome to Visions Federal Credit Union, your trusted partner in financial services located at 141 Clinton Avenue, Cortland, New York. As a member-focused credit union, we are dedicated to providing personalized banking solutions tailored to meet the diverse needs of our community. Our comprehensive range of services includes savings and checking accounts, loans, mortgages, credit cards, and investment options, all designed to help you achieve your financial goals. At Visions Federal Credit Union, we pride ourselves on our commitment to exceptional customer service and financial education. Our knowledgeable and friendly staff are here to guide you through every step of your financial journey, ensuring you have the tools and support necessary for success. Whether you're opening your first account, planning for retirement, or seeking a loan for your dream home, we are here to help.

Welcome to The Figler and Frechette Group at Morgan Stanley, where your financial future is our top priority. Conveniently located at 250 South Clinton Street in the heart of Syracuse, New York, we are a dedicated team of finance professionals committed to providing personalized wealth management solutions to individuals, families, and businesses. With a deep understanding of the financial landscape and a client-centric approach, we offer a comprehensive range of services, including investment management, retirement planning, estate planning, and more. At The Figler and Frechette Group, we strive to empower our clients with the knowledge and tools they need to achieve their financial goals. Visit us today and discover how we can help secure your financial future with confidence and clarity.

Welcome to NBT Bank, your trusted partner in financial services located at 126 North Salina Street, Syracuse, New York. At NBT Bank, we are committed to providing our community with a full range of banking solutions to meet both personal and business needs. Whether you are looking to open a checking account, secure a loan, or plan for your financial future, our experienced team is here to help. Our state-of-the-art ATM services offer convenient access to your funds, ensuring you can manage your finances with ease. Visit us today and discover why NBT Bank is the preferred choice for banking and finance in Syracuse. Experience personalized service and a commitment to your financial well-being at NBT Bank.

Welcome to M&T Bank in Buffalo, New York, conveniently located at 644 Bailey Avenue. At our Clinton Bailey branch, we are committed to providing exceptional banking and financial services tailored to meet your individual and business needs. Whether you're looking to open a checking or savings account, apply for a mortgage, or explore credit card options, our dedicated personal bankers are here to guide you every step of the way. For business owners, our M&T Business Banking Specialists offer a variety of solutions to help manage and grow your business, no matter the size. From starting a new venture to expanding your current operations, we provide the support and resources necessary for success.

Welcome to Wells Fargo Bank, conveniently located at 138 Clinton Street, Manhattan, New York. As a trusted name in the financial industry, we are dedicated to providing exceptional banking services to our community. Whether you're looking to manage your personal finances, explore loan options, or simply access your funds through our ATM, our team is here to assist you with all your banking needs. At Wells Fargo Bank, we prioritize customer satisfaction and strive to offer a seamless banking experience. Our comprehensive range of services includes personal and business banking, investment advice, mortgage solutions, and more. Our knowledgeable staff is committed to understanding your financial goals and providing personalized solutions.

Welcome to TD Bank, conveniently located at 490 Myrtle Avenue, Brooklyn, New York 11205. As a trusted partner in banking and finance, we offer a comprehensive range of services to meet your financial needs. Our dedicated Relationship Managers and team of wealth professionals are here to guide you through private banking, credit, investment, and financial planning. Whether you're looking to buy, build, renovate, or refinance your home, our local mortgage loan officer is ready to assist you. Call us to schedule a meeting and begin your mortgage prequalification process.

Welcome to Access Federal Credit Union, your trusted financial partner located at 6 Franklin Avenue, Clinton, New York. Serving the Clinton community and surrounding areas, we are dedicated to providing exceptional financial services tailored to meet your needs. Whether you’re looking to manage your finances, access convenient ATM services, or explore a range of financial products, our friendly and knowledgeable team is here to assist you. At Access Federal Credit Union, we prioritize your financial well-being, offering personalized solutions and a commitment to helping you achieve your financial goals. Visit us today and experience the difference of a community-focused financial institution that truly values its members.