Customized wealth management in Watertown, New York

Watertown Savings Bank - Main Office is a trusted financial institution located at 111 Clinton Street in Watertown, New York, United States. As a full-service bank, we offer a wide range of personal and business banking services, including checking and savings accounts, loans, mortgages, and investment options. Our experienced team of professionals is dedicated to providing exceptional customer service and helping our clients achieve their financial goals. Visit us at our convenient location to learn more about how we can assist you with your banking needs.

Welcome to Watertown Savings Bank - Sackets Harbor Branch! Conveniently located at 100 West Main Street, Sackets Harbor, New York, our branch is dedicated to serving the financial needs of our vibrant community. As a trusted local bank, we pride ourselves on offering personalized service and a comprehensive range of banking solutions to help you achieve your financial goals. Whether you're looking for personal banking services, business accounts, loans, or investment advice, our friendly and knowledgeable team is here to assist you every step of the way. We understand the importance of a community-focused approach, and our commitment to customer satisfaction is at the heart of everything we do.

Welcome to Watertown Savings Bank - Clayton Branch, your trusted partner in banking and financial services located at 352 James Street, Clayton, New York. As a proud member of the local community, we are dedicated to providing personalized and comprehensive banking solutions to meet your financial needs. Whether you are looking to open a new account, apply for a loan, or simply access our convenient ATM services, our friendly and knowledgeable staff are here to assist you every step of the way. At Watertown Savings Bank, we prioritize customer satisfaction and financial security, ensuring a seamless and rewarding banking experience. Visit us today and discover why we are the preferred choice for banking and finance in Clayton, New York.

Joseph Tiderencel - RBC Wealth Management Financial Advisor is a leading financial institution located at 19485 U.S. 11 in Watertown, New York, United States. Specializing in wealth management, this institution provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Joseph Tiderencel and his team are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Joseph Tiderencel - RBC Wealth Management Financial Advisor is here to help you every step of the way.

Welcome to Anthony Surber - RBC Wealth Management Financial Advisor, your trusted partner in financial planning and wealth management, located at 19485 U.S. 11, Watertown, New York. Our dedicated team is here to help you navigate the complexities of financial planning, ensuring your money works for you to achieve your life goals. At Anthony Surber - RBC Wealth Management, we understand that planning for health care expenses in retirement is crucial. We offer resources like "Taking Control of Health Care in Retirement" to guide you in preparing for a long, happy, and healthy retirement. Additionally, in an age where data breaches are increasingly common, we provide valuable insights to help safeguard your personal and financial information.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

Welcome to Morgan Stanley Smith Barney: Barnard Jeffrey, your trusted insurance agency located in the heart of Watertown, New York. Situated at 215 Washington Street, our dedicated team is committed to providing personalized insurance solutions tailored to meet your unique needs. With a focus on exceptional customer service and a comprehensive range of insurance products, we strive to protect what matters most to you—whether it's your home, vehicle, business, or future. Our experienced professionals are here to guide you through the complexities of insurance with clarity and confidence. Visit us today and discover the peace of mind that comes with partnering with a reputable and reliable insurance agency. Your security is our priority.

Welcome to Community Bank, N.A., conveniently located at 1125 Arsenal Street, Watertown, New York 13601. As a leading full-service financial institution, we offer a comprehensive range of services including ATM access, banking, and financial solutions tailored to meet your needs. At Community Bank, N.A., we believe in rewarding our customers. Refer a friend who opens a checking account with us and receive a $10 eGift card—because sharing happiness should be easy!

KeyBank is a trusted financial institution located at 200 Washington Street in Watertown, New York. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, investment options, and more. With convenient ATM access, customers can easily manage their finances and access their accounts at any time. KeyBank is dedicated to providing top-notch customer service and helping individuals and businesses achieve their financial goals.

Welcome to Community Bank, N.A., your trusted partner in financial success, conveniently located at 216 Washington Street, Watertown, New York 13601. As a full-service financial institution, we offer a wide range of services including ATMs, banking, and finance solutions tailored to meet your needs. Join our community and enjoy exclusive benefits like our "Refer a Friend" program—where you can earn a $10 eGift card when a friend opens a checking account with us. Share some happiness today!

United Professional Benefits LLC is located at 19607 State Route 3 in Watertown, New York, United States. We are your trusted partner in navigating the complex world of employee benefits. Our dedicated team is committed to helping businesses of all sizes find comprehensive and tailored solutions that prioritize both their employees' well-being and organizational goals. At UPB, we understand that every company is unique, which is why we offer personalized guidance to address your specific challenges and opportunities. With our experienced professionals and deep understanding of market dynamics, we provide insights that matter to your business.

Northern Financial Services, located at 120 Factory Street in Watertown, New York, is a finance institution dedicated to helping individuals and families plan for their financial future. As a fiduciary, we prioritize our clients' needs and desires, offering personalized advice, services, and products to help them achieve their financial goals. Our team at Northern Financial Services actively manages assets and provides guidance every step of the way to ensure our clients are involved in their financial planning process. We are committed to making a difference in the lives of our clients and their loved ones, striving to enhance their financial well-being and future.

UBS Financial Services Inc. is a finance institution located at 215 Washington Street, Watertown, New York, United States. At UBS, we believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. We are committed to understanding what wealth means for each individual, offering finely crafted financial advice tailored to your specific needs. Our expertise and heritage allow us to turn your financial vision into a reality, helping you stay ahead of the curve with our current thinking and market insights. Whether you're pursuing your financial goals today, tomorrow, or for future generations, we can create a wealth strategy that supports you at every stage of life. For prominent individuals and families, we offer access to experts, insights, and thought leaders within our firm and around the world. Our services include investment advisory and brokerage services, providing a comprehensive approach to wealth management. Join us for our virtual events, webinars, and weekly video series to stay informed on the latest market trends and investment opportunities. Let us help you pursue what's important to you and your financial future.

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 215 Washington Street in Watertown, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. Clients can refer friends or family members to help them achieve their financial goals, and referrals can expect to hear from the institution soon. Privacy and security are top priorities at Ameriprise Financial Services, LLC.

The Couch Group - UBS Financial Services Inc. is a leading finance institution located at 215 Washington Street in Watertown, New York, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, The Couch Group is committed to delivering personalized solutions tailored to your specific needs. Trust in our experience and expertise to guide you towards a secure financial future.

The Tremont-Surber Team is a reputable finance institution located at 19485 U.S. 11 in Watertown, New York, United States. With a team of experienced financial experts, they offer a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Clients can expect personalized and professional advice to help them achieve their financial goals. The institution is known for its dedication to providing top-notch financial solutions and excellent customer service.

Welcome to Meredith Bossinger at East Coast Audiology and Physical Therapy, your trusted partner in health and wellness located at 53-59 Public Square, Watertown, New York. Specializing in both audiology and physiotherapy, we are dedicated to providing exceptional, personalized care to our community. Our expert team of Doctors of Audiology and Physical Therapy collaborate to offer a comprehensive approach to diagnosing and treating Balance and Vestibular Disorders. At our state-of-the-art facility, we prioritize using the latest medical technology combined with years of expertise to ensure the best outcomes for our patients. Our treatment plans are tailored to meet your unique health goals, emphasizing one-on-one care and a team-centered approach.

Welcome to Oldsville Agency, your trusted partner in securing a brighter future. Conveniently located at 405 Arsenal Street, Watertown, New York, we are committed to providing personalized insurance solutions tailored to meet your unique needs. Our experienced team of professionals is dedicated to helping you navigate the complexities of insurance, ensuring peace of mind for you and your loved ones. At Oldsville Agency, we offer a comprehensive range of insurance services, including auto, home, life, and business insurance. We understand the importance of protecting what matters most, and we work diligently to offer you the best coverage options at competitive rates. Our customer-centric approach means that we are always here to answer your questions, provide expert advice, and support you every step of the way.

Welcome to Cedar Summit Financial Advisors, your trusted partner in navigating the complex world of finance. Conveniently located at 19485 U.S. 11 in Watertown, New York, we are dedicated to helping clients achieve their financial goals through sound portfolio management and personalized financial advice. Our team is led by Cyril Mouaikel, recognized as one of Forbes Best-In-State Wealth Advisors from 2020 to 2024 and highlighted by AdvisorHub as an "Advisor to Watch" in 2022 and 2023. This national recognition underscores our commitment to providing exceptional service and tailored strategies that meet the unique needs of each client.

Welcome to Howard Hanna WNY, Inc. - Lisa Uschold Associate Broker, your trusted real estate partner located at 11825 Snyder Road, Springville, New York. With a passion for real estate and a commitment to professionalism, Lisa Uschold is dedicated to providing exceptional service to her clients in Western New York and beyond. Lisa Uschold, a licensed Associate Real Estate Broker with GRI, SRS, SRES, and E-Pro certifications, brings a wealth of experience and expertise to every transaction. Since 2010, she has been a full-time real estate agent, earning numerous awards for her outstanding work. Her clients trust her implicitly, returning time and again for her guidance in real estate matters and personal advice.