Customized financial planning in Plattsburgh, New York

NBT Bank located at 482 State Route 3 in Plattsburgh, New York, is a trusted financial institution offering a wide range of banking services. Whether you need to withdraw cash from the ATM, open a savings account, apply for a loan, or seek financial advice, NBT Bank is here to help. With a commitment to providing excellent customer service and personalized financial solutions, NBT Bank is a reliable choice for all your banking needs in the Plattsburgh area.

JNL Management Services, LLC is a reputable real estate agency located at 56 Cornelia Street in the bustling city of Plattsburgh, New York. Our team of experienced professionals is dedicated to providing top-notch property management services to both residential and commercial clients. Whether you are looking to buy, sell, rent, or lease a property, we are here to assist you every step of the way. With a strong focus on customer satisfaction and a commitment to excellence, JNL Management Services, LLC is your go-to destination for all your real estate needs in the United States.

The Allstate Insurance Agency in Plattsburgh, New York is a trusted institution offering a wide range of insurance services to meet the needs of individuals and businesses alike. Located at 6064 New York 22, this finance and insurance agency is dedicated to providing personalized coverage options to protect what matters most to their clients. With a team of experienced agents, Allstate Insurance Agency is committed to delivering exceptional customer service and finding the best insurance solutions for every situation. Whether you're looking for auto, home, life, or business insurance, you can rely on Allstate to provide reliable coverage and peace of mind.

Helping Hand :-) is a non-profit organization located at 15 Hamilton Street in Plattsburgh, New York, United States. Our mission is to provide assistance and support to those in need in our community. We offer a variety of services including food assistance, clothing donations, shelter referrals, and counseling. Our dedicated team of volunteers is committed to making a positive impact and helping individuals and families in crisis. Whether you are facing financial difficulties, homelessness, or simply need someone to talk to, Helping Hand :-) is here to lend a helping hand.

Barcomb Wealth Management is a leading finance institution located at 39 Court Street in Plattsburgh, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to provide expert guidance and support every step of the way. Trust Barcomb Wealth Management to help you navigate the complexities of the financial world and build a solid foundation for a secure financial future.

Niles Wealth Management, Inc. is a finance institution located at 65 Court Street in Plattsburgh, New York, United States. Specializing in wealth management services, they offer personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Niles Wealth Management, Inc. provides expert advice and guidance to help clients navigate the complexities of the financial world and secure their financial future.

William J Bereza & Associates is a reputable finance institution located at 202 Cornelia Street in Plattsburgh, New York. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, tax strategies, or estate planning, the experts at William J Bereza & Associates are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Darwood Associates Inc is a finance institution located at 125 Bridge Street in Plattsburgh, New York, United States. With a focus on providing expert financial services to individuals and businesses, Darwood Associates Inc offers a range of investment options, wealth management services, and financial planning solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Darwood Associates Inc can help you reach your financial objectives.

Drew William w CPA is a reputable accounting and finance institution located at 137 Cornelia Street in Plattsburgh, New York, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Their team of certified public accountants is dedicated to providing personalized and professional assistance to help clients achieve their financial goals. Whether you need tax preparation, bookkeeping, or financial planning services, Drew William w CPA is committed to delivering top-notch solutions tailored to your specific needs. Contact them today to schedule a consultation and take control of your financial future.

SAK Bookkeeping LLC is a professional bookkeeping service located in Plattsburgh, New York. Our team of experienced bookkeepers is dedicated to providing accurate and reliable financial records for small businesses and individuals. We offer a range of services including payroll processing, accounts payable and receivable management, and financial reporting. Trust SAK Bookkeeping LLC to keep your finances in order so you can focus on running your business.

Excellus BlueCross BlueShield is a leading health insurance agency located at 1 Broad Street in Plattsburgh, New York. As a trusted provider of health insurance services, Excellus BlueCross BlueShield offers a range of coverage options to meet the diverse needs of individuals and families. With a commitment to excellence and customer satisfaction, this institution strives to ensure that all members have access to quality healthcare services and financial protection in the event of medical emergencies. Whether you are looking for individual, family, or group coverage, Excellus BlueCross BlueShield is dedicated to helping you find the right insurance plan to fit your needs.

MetLife is an insurance agency located at 438 State Route 3 in Plattsburgh, New York, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect you and your family all in one place. The institution provides a range of insurance services, including Health Savings Accounts (HSAs) which are important for employee retention and financial well-being. MetLife also offers various dental programs to choose from, including preferred dental programs and Dental Health Maintenance Organizations (HMOs). By registering online, you can access and manage your MetLife benefits easily. The institution emphasizes the critical role of disability insurance and paid leave in demonstrating employee care. MetLife also provides insights on how employers can help protect their workers from longevity risk to ensure their retirement savings last. The institution is a global community of individuals with a shared purpose to build a more confident future for all.

The AFLAC Office of Michael Tumbarello, located at 22 US Oval in Plattsburgh, New York, is an insurance agency that provides a wide range of insurance policies to help individuals feel confident about their coverage. With AFLAC, you can add an extra layer of protection for life’s speed bumps, as they pay cash for covered accidents, positive diagnoses, and serious health events. AFLAC also helps with out-of-pocket expenses due to hospital stays, dental coverage, and eye care. Whether you are looking to provide financial protection for your loved ones or explore the opportunity to become an AFLAC insurance agent, the office of Michael Tumbarello can help. AFLAC offers quality products for employees at no direct cost to you, and the flexibility to become an agent with unlimited potential.

William J Murray Inc is a reputable electrician institution located at 118 Hammond Lane in Plattsburgh, New York, United States. With years of experience in the industry, they offer a wide range of electrical services for residential and commercial properties. Their team of skilled electricians is dedicated to providing top-notch service, ensuring that all electrical needs are met efficiently and effectively. Whether you need wiring installations, repairs, or maintenance, William J Murray Inc is the go-to institution for all your electrical needs. Trustworthy and reliable, they are committed to delivering high-quality workmanship and exceptional customer service. Contact them today for all your electrical needs.

Fuller Insurance Agency Inc, located at 10 Court Street in Canton, New York, is a health insurance agency serving the communities of Jefferson County, Lewis County, and St. Lawrence County. With additional locations in Carthage, NY, Fuller Insurance Agency is licensed to transact business in New York State. Their primary marketing territory includes Watertown, Fort Drum, Lowville, Gouverneur, Potsdam, Massena, and Ogdensburg in the North Country region. They also serve throughout Upstate New York, including Syracuse, Oswego, Utica, Rome, Rochester, and Plattsburgh. Trust Fuller Insurance Agency Inc for all your health insurance needs in Northern New York.