Estate administration service in Oswego, New York
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Quest Financial Services
Quest Financial Services is a reputable finance institution located at 7421 Oswego Road in New York, United States. Our team of financial experts is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, our experienced professionals are here to guide you every step of the way. At Quest Financial Services, we prioritize transparency, integrity, and client satisfaction, making us a trusted partner in your financial journey.
Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC
Paul Coir is a financial advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Paul Coir holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Paul Coir's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a financial advisor, Paul Coir is committed to helping individuals make informed financial decisions and achieve their financial goals.
Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC
Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7672 Oswego Road, New York, United States. Marc Franco holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With expertise in asset management, investment strategies, retirement planning, estate planning, and more, Marc Franco provides comprehensive financial services to individuals and businesses. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Marc Franco is dedicated to providing personalized solutions to help you achieve your financial goals.
Stephen Erdley - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Erdley is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. With a focus on finance, Stephen can help you achieve your financial goals through personalized advice and guidance. Each Ameriprise advisor has their own specialized areas of focus, so you can choose the approach that aligns best with your needs. You can review Stephen's background, credentials, and experience to ensure he is the right fit for you. To get started, simply fill out the "Request consultation" form to connect with Stephen. He will then reach out to schedule a complimentary initial consultation to discuss your financial future.
Steven Patton - Financial Advisor, Ameriprise Financial Services, LLC
Steven Patton is a financial advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Steven holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven's expertise in various financial areas such as asset management, retirement planning, estate planning, and investment strategies. Steven is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.
John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client. At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.
Kurt Ferris - Prudential Financial
Kurt Ferris - Prudential Financial is a reputable finance and insurance agency located at 154 West Bridge Street in Oswego, New York, United States. With a strong focus on providing top-notch financial planning and insurance services, our experienced team is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Kurt Ferris - Prudential Financial is here to guide you every step of the way. Trust us to help you achieve your financial goals and protect what matters most to you.
KSG Law
Located at 148 Water Street in Oswego, New York, KSG Law is your trusted Central New York attorney. We prioritize you and your family, offering personalized legal services to individuals, families, and businesses throughout the region. With a combination of extensive skills, experience, and legal knowledge, we provide tailored legal solutions for each client. Our services extend across New York State, including Oswego and Onondaga counties. Kristin A. Shanley-Graves, the attorney-owner of KSG Law, brings 18 years of experience practicing law in Oswego. She specializes in Criminal Law, Family Law, Matrimonial Law, Real Property Law, Civil Matters, Wills and Estates, and more. Kristin graduated from Villanova University with a Bachelor of Arts in Psychology and holds a Juris Doctor and Masters of Studies in Environmental Law from Vermont Law School. Active in the community, Kristin is also a board member for local organizations.
Davis Law Office
Davis Law Office is a reputable law firm located at 118 West Van Buren Street in Oswego, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation for a criminal matter, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Davis Law Office is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Huegel Teresa
Huegel Teresa is a reputable law firm located at 58 1/2 Oswego Street in Baldwinsville, New York. Specializing in various areas of law, the institution offers expert legal services to clients in need of professional representation. With a team of experienced lawyers, Huegel Teresa is dedicated to providing top-notch legal advice and guidance to individuals and businesses in the United States. Whether you are facing a complex legal issue or simply need legal counsel, you can trust Huegel Teresa to handle your case with professionalism and integrity. Contact them today for all your legal needs.
Ledden & Huegel
Ledden & Huegel is a reputable law firm located at 60 Oswego Street in Baldwinsville, New York. With a team of experienced lawyers, they provide top-notch legal services to clients in various practice areas. Whether you need assistance with personal injury cases, family law matters, or estate planning, Ledden & Huegel is dedicated to helping you navigate the legal system with professionalism and expertise. Their commitment to client satisfaction and successful outcomes sets them apart as a trusted institution in the legal community. Contact Ledden & Huegel today for reliable legal representation in the United States.
Hollembaek Richard
Hollembaek Richard is a prestigious law firm located at 28 Oswego Street in Baldwinsville, New York, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Hollembaek Richard is a trusted institution in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, the professionals at Hollembaek Richard are here to help.
Kall & D'Argenio LLP
Kall & D'Argenio LLP is an accounting and finance institution located at 118 North Massey Street in Watertown, New York, United States. We understand that running a successful business today requires hard work and creativity, which is why we offer skilled advice to small business owners to help them assess their business, tax, and financial situations objectively. Our goal is to assist you in developing solutions to any problems you may face so you can achieve your objectives. Our firm services areas in Jefferson, St. Lawrence, Lewis, Franklin, and Oswego Counties, as well as other communities throughout upstate New York. As a certified public accounting firm, we provide comprehensive services to individuals and businesses alike. We believe in building sincere and long-term relationships with our clients, and our service philosophy is the same for everyone.
RJ Caruso Tax & Accounting
RJ Caruso Tax & Accounting is a trusted institution located at 364 East Avenue in Oswego, New York, United States. As enrolled agents, we specialize in providing a wide range of accounting services for individuals and businesses. Our services include business succession planning and various tax-related services to ensure the financial success of our clients. We take pride in serving clients of all sizes, from small businesses to larger corporations in the community. With years of experience and a dedicated team, we are able to meet the diverse accounting needs of our clients and help them achieve their financial goals.
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