The 30 Best Estate planning and management in Cortland, New York

23 results found

Welcome to Aster Estates, your premier dining destination located at 11 Alvena Avenue, Cortland, New York. Nestled in the heart of the community, Aster Estates offers a unique culinary experience that combines the finest ingredients with exceptional service. Our restaurant is dedicated to providing a warm and inviting atmosphere, perfect for any occasion—whether you're enjoying a family dinner, a romantic evening, or a gathering with friends. At Aster Estates, we take pride in our diverse menu, which features a delightful fusion of classic and contemporary dishes crafted by our talented chefs. We source fresh, local ingredients to ensure every meal is of the highest quality, bursting with flavor and creativity. From savory starters to delectable desserts, our offerings cater to all taste preferences and dietary needs.

Welcome to Cortland Pump LLC, your trusted general contractor located in the heart of Cortland, New York. Situated at 694 Lake Como Road, we specialize in delivering high-quality contracting services tailored to meet the diverse needs of our community. With years of experience and a commitment to excellence, our team is dedicated to providing reliable solutions for all your construction and renovation projects. Whether you're planning a residential upgrade or a commercial build, Cortland Pump LLC is here to ensure your project is completed on time, within budget, and to the highest standards. Discover the difference of working with a local contractor who values craftsmanship, integrity, and customer satisfaction. Contact us today to discuss your next project and experience unparalleled service in Cortland and the surrounding areas.

UpSkill 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.

Welcome to the Cortland County Business Development Corporation (CCBDC), your trusted partner in real estate and economic development located at 40 Main Street, Suite A, Cortland, New York. As a premier real estate agency, we are dedicated to fostering growth and development within our vibrant community. Under the leadership of Executive Director Brendan O'Bryan, we leverage extensive experience in community and economic development to drive business success in Cortland County. Brendan's background includes securing significant state and federal grants to support small businesses and facilitating the preparation of development sites. His commitment to community revitalization is evident through his previous work with The Agency in Broome County and his active involvement with the Rural Health Network of South-Central New York.

Welcome to the Little York Lake Preservation Society! Located in the picturesque town of Preble, New York, the Little York Lake Preservation Society (LYLPS) is dedicated to the preservation and enhancement of Little York Lake's natural beauty and ecological health. Situated on Little York Park Road, our organization is committed to fostering a clean and healthy environment for current and future generations to enjoy.

Welcome to Wheelock Property Services, your trusted general contractor located in the heart of Cortland, New York. Situated at 3597 New York 215, we are proud to serve the local community and surrounding areas with top-quality construction and property management services. At Wheelock Property Services, we are committed to excellence, providing a comprehensive range of services tailored to meet your specific needs. Whether you are planning a new construction project, a renovation, or require expert property maintenance, our experienced team is here to guide you every step of the way. We pride ourselves on our attention to detail, reliability, and dedication to customer satisfaction. Discover how Wheelock Property Services can turn your vision into reality. Contact us today to discuss your project and experience the difference of working with a team that truly cares about your property needs.

Welcome to McNeil Development Co, your trusted partner in commercial development located at 17 Main Street, Cortland, New York. As a leading general contractor serving Central New York, we specialize in crafting high-quality commercial office spaces, medical facilities, and warehouse spaces. Owned and operated by the dedicated father-son duo, Dan and David McNeil, our company is deeply rooted in the community we proudly serve. With years of extensive industry experience, McNeil Development Co is committed to transforming your vision into reality. We collaborate closely with you throughout the entire process, from conception to completion, ensuring that your expanding commercial real estate needs are met with precision and care.

Welcome to Baranello James J, your trusted legal partner located at 39 Church Street, Cortland, New York. With a commitment to providing exceptional legal services, Baranello James J is dedicated to guiding clients through their legal challenges with expertise and integrity. Specializing in a wide range of legal areas, our practice is built on a foundation of personalized attention and a deep understanding of the law. Whether you are seeking legal advice, representation, or consultation, our team is here to support you every step of the way. At Baranello James J, we prioritize our clients' needs, ensuring that each case is handled with the utmost care and professionalism. Visit us today and experience the difference that a dedicated and experienced lawyer can make.

Welcome to Legal Services of Central NY, your trusted partner for comprehensive legal support in Cortland and the surrounding areas. Conveniently located at 111 Port Watson Street, Cortland, New York, we are committed to providing exceptional legal assistance to individuals, families, and businesses in our community. Our team of experienced attorneys and legal professionals is dedicated to delivering personalized and effective solutions tailored to meet your unique needs. Whether you require assistance with family law, estate planning, real estate transactions, or business law, we are here to guide you every step of the way.

Welcome to Bailey Place Insurance Located at 78 North Street in the heart of Dryden, New York, Bailey Place Insurance is your trusted, local insurance agency committed to serving the unique needs of our community. Independently owned and operated, we specialize in providing affordable and reliable insurance solutions across New York, with a strong focus on Cortland and Tompkins Counties.

Welcome to NBT Bank, your trusted partner in financial services located conveniently at 1125 New York 222, Cortland, New York. As a leading provider in banking and finance, we are committed to delivering exceptional service tailored to meet your individual and business needs. Whether you need access to an ATM, personal banking solutions, or comprehensive financial services, our friendly and knowledgeable team is here to assist you every step of the way. At NBT Bank, we pride ourselves on fostering strong relationships with our community and providing reliable, secure, and innovative banking solutions. Visit us today and experience the difference of personalized banking.

Welcome to Edward Jones - Financial Advisor: Adam Bruculere, CFP®, your trusted partner in Cortland, New York, for all your financial planning needs. Conveniently located at 3658 The Park, we specialize in providing personalized financial advice and strategies to help you achieve your financial goals. At Edward Jones, we are committed to safeguarding your personal information. To learn more about how we collect, use, and protect your data, please visit our Privacy and Security page. Our comprehensive approach ensures that the information we gather is utilized to deliver tailored services, relevant content, and exclusive offers, enhancing your digital experience with us.

Welcome to Tompkins Community Bank, your trusted financial partner located at 36 Main Street, Cortland, New York. As a cornerstone of the community, we are dedicated to providing exceptional banking and financial services tailored to meet the unique needs of individuals, families, and businesses in Cortland and the surrounding areas. Our team of experienced professionals is committed to delivering personalized solutions, whether you are looking to open a new account, secure a loan, or plan for your financial future. At Tompkins Community Bank, we pride ourselves on fostering strong relationships with our clients, built on trust, integrity, and a deep understanding of your financial goals. Visit us today and experience the difference of community-focused banking.

Welcome 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.

Welcome 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.

Welcome to Edward Jones - Financial Advisor: Jason D Cicioni, CFP®, your trusted partner in planning and securing your financial future. Conveniently located at 21 Main Street, Cortland, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs and goals. At Edward Jones, we prioritize your financial well-being and are committed to helping you make informed decisions. Our Starting Point tool is designed to guide you through the initial steps of financial planning, while our "My Priorities" quiz assists in identifying your financial objectives, a critical component in developing a comprehensive financial strategy.

Welcome to Paul Sypher - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to providing personalized financial strategies and comprehensive insurance solutions tailored to meet your unique needs. At Paul Sypher - Prudential Financial, we understand that financial planning and insurance decisions are crucial steps toward securing your and your family's future. Our team of experienced professionals is committed to delivering exceptional service and expert guidance, ensuring you have the confidence and peace of mind to achieve your financial goals.

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.

Welcome to Bailey Place Insurance, your trusted local insurance agency located at 2 North Main Street, Cortland, New York. As an independently owned and locally operated business, we are dedicated to meeting the insurance needs of individuals, families, and businesses throughout Cortland and Tompkins Counties, as well as across New York State. At Bailey Place Insurance, we pride ourselves on offering personalized and affordable insurance solutions that are tailored to fit your unique needs. Whether you are looking for auto, homeowner, or business insurance, our experienced team is here to guide you every step of the way. We work closely with a wide range of reputable insurance companies to ensure you receive the best coverage options available.

Welcome 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.

Welcome to Bailey Place Insurance, your trusted partner for comprehensive insurance solutions in Syracuse, New York, and beyond. Conveniently located at 528 Plum Street, we are an independently owned and locally operated insurance agency dedicated to serving the unique needs of our community. With a strong focus on Cortland and Tompkins Counties, we proudly offer affordable and reliable insurance options across New York State. At Bailey Place Insurance, we understand that every client is unique. Our experienced team works diligently to tailor personalized insurance coverage that fits your specific needs and budget. Whether you're seeking auto, homeowner, or business insurance, we have the expertise to guide you in making informed decisions.

Welcome to H&R Block, your trusted partner in accounting and finance located at Cortland Riverside Shopping Ct, Cortland, New York. Our dedicated team of experts is committed to providing personalized financial services to meet your unique needs. Whether you're an individual seeking tax preparation assistance or a business in need of comprehensive financial solutions, we are here to help. At H&R Block, we pride ourselves on delivering accurate, efficient, and reliable services, ensuring peace of mind when it comes to your finances. Visit us today and experience the professionalism and expertise that have made us a leader in the accounting and finance industry. Let us help you navigate your financial journey with confidence.

Welcome to H&R Block, your trusted partner in accounting and finance solutions located at 160 Clinton Avenue, Cortland, New York. With a commitment to providing exceptional service, we specialize in a wide range of financial services tailored to meet the needs of individuals and businesses in the Cortland area. At H&R Block, our team of experienced professionals is dedicated to helping you navigate the complexities of tax preparation, bookkeeping, payroll, and financial planning. We pride ourselves on delivering personalized solutions that ensure accuracy, compliance, and peace of mind. Whether you're seeking assistance with personal tax returns or require comprehensive financial strategies for your business, we are here to support you every step of the way.