Fiduciary wealth management in Utica, New York

Welcome to Bank of America, located at 5701 Horatio Street, Utica, New York 13502. As a leading financial institution, we are dedicated to offering a comprehensive range of banking and financial services tailored to meet your needs. Whether you're looking for personal banking options, investment opportunities, or wealth management solutions, our team is here to support you every step of the way. Embrace the convenience and flexibility of Bank of America Advantage Banking, designed to help you manage your finances with ease. For those looking to grow their wealth, our expert advisors at Bank of America Private Bank can guide you through the complexities of substantial wealth management. Additionally, our partnership with Merrill provides access to a variety of investment products, keeping in mind that investing in securities involves risks and potential financial loss.

Adirondack Financial Services, located at 185 Genesee Street in Utica, New York, is a finance institution that serves as financial partners for both individuals and organizations. Offering a full-suite of financial planning services, they are a one-stop-shop for all your financial needs, from benefits to investments. AFS prioritizes building relationships with their clients, taking the time to listen and understand their unique goals and needs in order to provide custom financial, retirement, and employee benefits solutions. With a commitment to putting their clients first, AFS offers concierge-quality service and a wide range of programs and services to help keep you informed, compliant, and on track. They also provide helpful content on topics such as retirement plan contribution limits, self-funding healthcare plans, Medicare, and managing unhealthy coping mechanisms. Advisory services are offered through Adirondack Financial Services Corp, while broker-dealer services are offered through Hazard & Siegel Inc. AFS and Hazard & Siegel are separate and unaffiliated entities. Stay informed and up to date on the latest financial and benefits trends by subscribing to their useful information updates.