TOP 30 Family business financial management in Cortland, New York

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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 Finger Lakes Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to serving the financial needs of our community with expertise and integrity. At Finger Lakes Financial Group, we offer a comprehensive range of financial services tailored to meet the unique needs of individuals, families, and businesses. Our team of experienced professionals is committed to providing personalized financial strategies, whether you're planning for retirement, managing investments, or seeking advice on insurance and tax planning. We pride ourselves on our client-focused approach, ensuring that each client receives the attention and customized solutions they deserve. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind. Finger Lakes Financial Group – where your financial success is our priority.

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 Bianchi Financial Software Consultants Located in the heart of McGraw, New York, Bianchi Financial Software Consultants is your trusted partner for all QuickBooks® solutions. Founded by Shelly Bianchi, a seasoned expert with over 20 years of experience as an Advanced Certified ProAdvisor, our business is dedicated to helping you master the financial aspects of your operations.

Welcome to Palmer Family Insurance Agency, Inc., your trusted partner in comprehensive asset protection for families and businesses. Located in the heart of Marathon, New York, at 8 Cortland Street, we are committed to safeguarding what matters most to you. With over 50 years of experience, we have proudly served our community as an independently operated, top-tier insurance agency, dedicated to helping our clients achieve their goals through personalized service and expert risk management. At Palmer Family Insurance Agency, Inc., we believe in building lasting relationships and serving as your family confidant and enterprise risk manager. Our consultative approach allows us to thoroughly assess risks and provide tailored solutions that protect your lifestyle and business interests. We are passionate about delivering total asset protection and ensuring you have peace of mind.

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 Groton City Animal Hospital, your trusted veterinary care provider located at 794 Cortland Road, Groton, New York. Serving Groton and the surrounding areas, we are dedicated to ensuring the health and well-being of your beloved pets. Our full-service animal hospital welcomes both emergency treatment cases and routine medical, surgical, and dental care for your pets. Led by Dr. Kathy Baxendell, a licensed NY veterinarian and a 1991 graduate of Cornell University College of Veterinary Medicine, our team is committed to offering top-notch pet care. Dr. Baxendell, along with our skilled veterinarians, including Dr. Dart, brings years of experience in treating both serious conditions and providing regular wellness care. Our clinic is designed to be comfortable, kid-friendly, and calm, ensuring a stress-free experience for both you and your pets.

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 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 Farmers Insurance - Ed Greenblatt, your trusted local insurance agency located at 11 North Main Street, Suite #4, Homer, New York 13077. Proudly serving the communities of Ithaca, Cortland, Homer, Syracuse, and the surrounding areas, we are committed to providing personalized insurance solutions to protect the things that matter most to you. At the Ed Greenblatt Agency, we believe in establishing genuine connections with our clients. Our mission is to understand your unique needs and craft custom insurance solutions that safeguard your assets and provide peace of mind. With over 31 years of experience in the insurance industry, Ed Greenblatt and his team offer expert guidance on a wide range of insurance products, including auto, home, commercial, marine, RV, and more. We also specialize in long-term care, disability, Medicare options, annuities, and life insurance.

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.