Family offices wealth management in Vestal, New York

Welcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.

Welcome to Robert Potochniak, Licensed Associate Real Estate Broker at EXIT Realty Homeward Bound, your trusted partner in real estate located at 1500 Vestal Parkway East, Vestal, New York. With a commitment to excellence and a passion for helping clients achieve their real estate goals, Robert Potochniak offers exceptional services tailored to meet your unique needs. Whether you are buying, selling, or investing in property, Robert brings a wealth of experience and local market knowledge to ensure a seamless and successful transaction. As part of the reputable EXIT Realty Homeward Bound team, Robert leverages cutting-edge technology and innovative marketing strategies to provide you with the best possible outcomes.

Teresa Lee Flynn is a financial advisor at Ameriprise Financial Services, LLC located at 1550 Vestal Parkway East in Vestal, New York, United States. She offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Teresa helps clients track their progress towards financial goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. To learn more and schedule a complimentary initial consultation, visit Teresa's office or contact her. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Teresa is registered to conduct securities business in certain states. Referrals are welcome, and Teresa looks forward to helping friends and family members achieve their financial goals.

Welcome to Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York. We are dedicated to providing expert financial guidance tailored to meet the unique needs of each client. Our comprehensive services encompass a broad spectrum of financial planning and wealth management strategies, ensuring that you receive personalized advice to achieve your financial goals. At Ryan Sondak - Financial Advisor, we pride ourselves on our extensive qualifications and commitment to ethical practices. Our team holds a variety of prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These designations reflect our expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and fiduciary practices, among others.