TOP 10 Best Estate planning strategies in Cortland, New York

Welcome to Anita Bryan, Licensed Associate Real Estate Broker, your trusted partner in navigating the dynamic real estate market in Cortland, New York, and the surrounding areas. Conveniently located at 185 Clinton Avenue, our agency is committed to providing exceptional service and personalized guidance to help you achieve your real estate goals. With years of experience and a deep understanding of the local market, Anita Bryan is dedicated to offering expert advice and tailored solutions for both buyers and sellers. Whether you're searching for your dream home, looking to invest, or planning to sell your property, we prioritize your needs and work tirelessly to ensure a smooth and successful transaction.

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 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 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.

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 Howe Karen, your trusted legal partner located in the heart of Cortland, New York. Situated at 66 Port Watson Street, our law firm is dedicated to providing exceptional legal services tailored to meet your unique needs. With a profound commitment to justice and client satisfaction, Howe Karen specializes in a wide range of legal areas, ensuring comprehensive support for every case. Whether you require assistance with family law, criminal defense, personal injury, or estate planning, our experienced team is here to guide you through the complexities of the legal system with expertise and compassion. At Howe Karen, we pride ourselves on our personalized approach, taking the time to understand your individual circumstances and crafting strategies that align with your goals. Visit us today and discover how our dedication and legal acumen can make a difference in your life. Your peace of mind is our priority.

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 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 Seven Valley Realty, Inc., your trusted partner in real estate located at 4287 U.S. 11, Cortland, New York. As a premier real estate agency, we pride ourselves on combining the warmth of hometown service with the extensive reach of national resources to meet all your real estate needs. Whether you're a first-time homebuyer, a seasoned investor, a seller, or someone looking to purchase land for new construction, we are here to assist you every step of the way. Our seasoned real estate associates are strategically positioned throughout New York State and have access to multiple listing services across the state, ensuring that you find the property that best suits your needs. Situated in the geographical center of New York State, we have the unique advantage of reaching out on your behalf to find the perfect property. For sellers, this location also means we can offer an incredibly broad market to advertise your property.

Welcome to Upstate NY Agents, where your real estate journey is our top priority. Located at 102 West Seneca Street, Manlius, New York, Eric Maley and Sarah Bowling bring over 20 years of experience and a track record of 500 successful sales to help you navigate the ever-changing real estate market. Whether you're buying or selling a home, our expert advice and personalized services are designed to ensure your success. We understand that the market can change rapidly, which is why we invite you to meet with us in person to discuss your unique needs and how we can best assist you.

Welcome to O'Connor & Kruman - Your Trusted Legal Partners in Cortland, NY Located in the heart of Cortland at 15 Church Street, O'Connor & Kruman is a distinguished law firm dedicated to providing exceptional legal services to our community. With a steadfast commitment to integrity, professionalism, and personalized attention, we strive to meet the unique needs of each client.

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 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 the Law Office of Keith Dayton, your trusted legal partner located in the heart of Cortland, New York. Situated at Commons, Cortland, NY 13045, our law office is dedicated to providing exceptional legal services to individuals, families, and businesses in the community and surrounding areas. At the Law Office of Keith Dayton, we understand that navigating the legal system can be overwhelming. That’s why our experienced team is committed to offering personalized and comprehensive legal counsel tailored to meet your unique needs. Whether you are seeking assistance with family law, estate planning, real estate transactions, criminal defense, or other legal matters, we are here to guide you every step of the way.

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 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 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 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 Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3504 James Street, Syracuse, New York. Our mission is to help you navigate your financial journey with confidence and clarity. At Tracy Buisch's practice, we understand that every financial situation is unique. That's why we begin with a complimentary initial consultation to discuss what matters most to you. This session provides an overview of essential financial planning concepts, setting a foundation for your financial future. Please note that while this consultation offers valuable insights, it does not include written analysis or specific recommendations.