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TOP 30 Estate planning consultants in Oswego, NY
18 results found
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Lebaudy Law Office, P.C.
Lebaudy Law Office, P.C. is a reputable law firm located at 94 East Bridge Street in Oswego, New York. Specializing in various areas of law, our experienced team of 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 in a criminal matter, Lebaudy Law Office, P.C. is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted legal resource in the community. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
The Fix Law Firm
The Fix Law Firm is a reputable legal institution located at 157 West Bridge Street in Oswego, New York, United States. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing expert advice and representation to our clients. Whether you are facing a criminal charge, dealing with a family law matter, or in need of estate planning services, we are here to help. With a commitment to excellence and a track record of success, The Fix Law Firm 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.
Kirwan Law Office.
Kirwan Law Office is a reputable legal institution located at 55 West 2nd Street in Oswego, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Kirwan Law Office is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted law firm in the United States. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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.
Prosachik Law Firm, PLLC
Prosachik Law Firm, PLLC is a reputable legal institution located at 52 East Cayuga Street in Oswego, New York, United States. With a team of experienced attorneys, they specialize in providing a wide range of legal services to their clients, including but not limited to, personal injury, family law, criminal defense, and estate planning. Known for their dedication to achieving the best possible outcomes for their clients, Prosachik Law Firm, PLLC is committed to providing top-notch legal representation and guidance. Whether you are facing a legal issue or simply need legal advice, you can trust Prosachik Law Firm, PLLC to handle your case with professionalism and expertise.
Morrissey Law Office
Morrissey Law Office is a reputable legal institution located at 55 West 2nd Street in Oswego, 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 focus on professionalism, integrity, and dedication, Morrissey Law Office is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a criminal matter, Morrissey Law Office is here to help navigate the legal system and protect your rights. Contact them today for a consultation.
Sara E. Davis Attorney at Law, PC
Sara E. Davis Attorney at Law, PC is a reputable law firm located at 106 West Utica Street in Oswego, New York. Specializing in various legal matters, Sara E. Davis and her team provide expert legal counsel and representation to clients in need. With a strong commitment to excellence and client satisfaction, this law firm is dedicated to delivering personalized and effective legal solutions. Whether you are facing a divorce, criminal charges, or need assistance with estate planning, Sara E. Davis Attorney at Law, PC is here to help. Contact them today for a consultation.
Weaver Mancuso Brightman PLLC
Weaver Mancuso Brightman PLLC is a law firm located at 16 Oswego Street in Baldwinsville, New York. Our team of experienced attorneys provides a wide range of legal services to clients in the United States. We specialize in areas such as business law, real estate law, estate planning, and more. With a commitment to excellence and personalized service, we strive to meet the unique needs of each client. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
George R Allen, CLU, ChFC, CFP
George R Allen, CLU, ChFC, CFP is a renowned financial institution located at 218 West 8th Street in Oswego, New York, United States. Specializing in a range of financial services, including estate planning, retirement planning, and investment management, the institution is led by experienced professionals with designations such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP). With a commitment to providing personalized and comprehensive financial solutions, George R Allen, CLU, ChFC, CFP is dedicated to helping clients achieve their financial goals and secure their financial future.
York Wealth Management
York Wealth Management, located at 7421 Oswego Road in New York, United States, is a finance institution offering a range of services including financial planning, portfolio management, insurance, and estate planning. Led by financial advisor Ryan W York, the team at York Wealth Management is dedicated to helping clients achieve their financial goals. During a consultation with York Wealth Management, clients can expect a thorough discussion about their current financial situation and goals. The institution values transparency and will analyze information such as net worth, bank accounts, retirement plans, insurance policies, and more to develop a customized plan for each client.
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.
Randy Zeigler - Private Wealth Advisor, Ameriprise Financial Services, LLC
Randy Zeigler - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 97 West Utica Street, Oswego, New York, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 and designations cover a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
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.
Michael Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC
Michael Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7672 Oswego Road, New York, United States. The institution offers a range of certifications and designations to its advisors, 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 cover a wide range of financial planning topics and demonstrate expertise and commitment to providing high-quality financial advice to clients. Additionally, advisors at this institution who hold the Certified Military Financial Advisor® (CFMA®) designation have received specialized training to serve military personnel and veterans.
Justin Myers - Financial Advisor, Ameriprise Financial Services, LLC
Justin Myers is a Financial Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Justin 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®. Justin is dedicated to providing expert financial advice tailored to the individual needs of clients, applying investment concepts and asset management strategies to real-world situations. Whether you are planning for retirement, managing wealth transfers, or seeking advice on estate planning, Justin Myers has the knowledge and expertise to guide you through your financial journey.
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.
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
James Frash is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. James holds various certifications such as 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, 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. James is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge, James Frash is committed to helping clients achieve their financial goals.
Ellen St & Hart St
Ellen St & Hart St is a transit station located in Oswego, New York, United States. This bustling hub serves as a major transportation hub for commuters and travelers in the area. With convenient access to buses and other public transportation options, Ellen St & Hart St is a vital link in the region's transportation network. Whether you're heading to work, school, or just exploring the city, this station provides a convenient and reliable way to get around. Plan your journey and experience seamless connectivity at Ellen St & Hart St.
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