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TOP 30 Financial advice for families in Binghamton, NY
19 results found
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S.E.E.D. Planning Group - Fee-only Financial Planning by Fiduciaries
S.E.E.D. Planning Group is a finance institution located at 31 Lewis Street, Binghamton, New York, United States. We believe that financial planning is essential for making informed investment decisions, and we offer fee-only services by fiduciaries who prioritize your personal financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. Join us at Ditch the Suits, where our experts Steve Campbell and Travis Maus share valuable insights on managing your family's wealth and protecting it from financial exploitation. If you have a high school Junior or Senior at home, we can help guide them towards the right path, whether it be college or trade school. Our goal is to help you maximize your ability to give back to others, creating a lasting legacy in your family and community. Schedule a no-cost, no-obligation discovery meeting with one of our fee-only planners at our Knoxville, TN location. Talk to one of our fiduciaries to see where you fit in your financial journey.
Merrill Lynch Financial Advisor J Scott Freeman
Merrill Lynch Financial Advisor J Scott Freeman is a finance institution located at 2 Court Street, Binghamton, New York, United States. J. Scott Freeman, the Senior Vice President, Wealth Management Advisor, has over 30 years of experience providing financial and wealth management advice. He holds professional designations such as Certified Investment Management Analyst, CIMA®, Chartered Retirement Planning Counselor, CRPC, and Certified Plan Fiduciary Advisor, CPFA. Scott leads the Consulting Services practice for Freeman & Associates, focusing on money management and asset allocation, particularly for retirement plans for small and mid-sized businesses. The institution follows the Merrill tradition of community involvement and offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution believes in a client-focused approach, starting with a conversation to understand and prioritize the goals of each individual. The team utilizes the Investment Personality Assessment to customize financial approaches based on the client's preferences and goals. The institution is committed to helping clients manage, grow, and preserve their wealth while addressing their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to achieve their financial goals. The institution values ongoing communication with clients to review progress and make adjustments to the financial approach as needed. Clients can expect a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors focused on helping them pursue their goals.
Feehan Financial Services - Northwestern Mutual
Feehan Financial Services - Northwestern Mutual is a reputable finance and insurance agency located at 99 Hawley Street in Binghamton, New York, United States. With a focus on helping individuals and businesses achieve their financial goals, the institution offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to help clients secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Feehan Financial Services - Northwestern Mutual is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Maggie Cubic McMicken
Edward Jones - Financial Advisor: Maggie Cubic McMicken is a trusted financial institution located at 33 Lewis Road in Binghamton, New York, United States. As a dedicated finance professional, Maggie Cubic McMicken provides personalized financial advice and services to help individuals and families achieve their financial goals. Whether you are looking to plan for retirement, save for college, or invest for the future, Maggie is committed to guiding you every step of the way. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Maggie Cubic McMicken is your go-to resource for all your financial needs.
John Hancock Financial Network
John Hancock Financial Network is a leading financial institution located at 199 State Street in Binghamton, New York. As a part of the John Hancock family, this institution offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the finance industry, John Hancock Financial Network is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, retirement planning, or insurance services, you can trust John Hancock Financial Network to provide you with personalized and professional assistance.
Edward Jones - Financial Advisor: Mike Myers
Edward Jones - Financial Advisor: Mike Myers is a reputable financial institution located at 3 Park Avenue in Binghamton, New York, United States. As a trusted finance advisor, Mike Myers provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term investment strategies and wealth management, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Mike Myers and his team are committed to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Mike Myers today to start planning for a more secure financial future.
Kerr Financial Group
Kerr Financial Group is a leading finance institution located at 168 Water Street in Binghamton, New York, United States. With a strong reputation for providing expert financial advice and services, Kerr Financial Group is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced team at Kerr Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor William Emmons
Merrill Lynch Financial Advisor William Emmons is located at 2 Court Street, Binghamton, New York, United States. As your Merrill advisor, William Emmons focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. William began his career with Merrill Lynch Wealth Management in 2014 and works with a wide variety of clients, specializing in customized wealth strategies and planning. In 2018, he was honored with the prestigious David Brady Award for exceptional service to clients and community. When not working, William enjoys spending time with his family, golfing, cooking, and traveling. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. William's team is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, William focuses on helping you prioritize your family, goals, and priorities as they change over time.
Edward Jones - Financial Advisor: Kent E Sisco
Edward Jones - Financial Advisor: Kent E Sisco is a reputable finance institution located at 33 Lewis Road in Binghamton, New York, United States. As a trusted financial advisor, Kent E Sisco provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kent E Sisco is dedicated to helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Matthew Feldman
Edward Jones - Financial Advisor: Matthew Feldman is a reputable financial institution located at 33 Lewis Road in Binghamton, New York, United States. As a trusted financial advisor, Matthew Feldman provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew Feldman is dedicated to helping individuals and families navigate their financial future with confidence. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Matthew Feldman and his team are committed to providing expert guidance and support every step of the way.
Lachman & Gorton Law Office
Lachman & Gorton Law Office, located at 1500 East Main Street in Endicott, New York, is a trusted institution specializing in legal services. Whether you need assistance with applying or appealing for benefits, or if you have been injured in an accident, the dedicated team at Lachman & Gorton is here to help. They understand the stress and financial burden that can come with health issues or accidents, and they are committed to fighting for the compensation and support you deserve. Their experienced attorneys handle a variety of cases, including Social Security Disability, veterans' disability, personal injury, and construction accident injuries. They serve clients in Binghamton, Elmira, Rochester, and across upstate New York. The team at Lachman & Gorton is well-versed in the complex legal processes involved in obtaining disability benefits and will work tirelessly to ensure you receive the best possible outcome.
The Legal Aid Society of Mid-New York, Inc.
The Legal Aid Society of Mid-New York, Inc. is a non-profit organization located at 105 Court Street in Binghamton, New York. Our mission is to provide free legal services to low-income individuals and families in need of legal assistance. Our team of dedicated attorneys and legal professionals work tirelessly to ensure that everyone has access to justice, regardless of their financial situation. Whether you are facing eviction, dealing with a family law issue, or need help with a criminal matter, we are here to help. Contact us today to learn more about our services and how we can assist you.
Jim Rollo - State Farm Insurance Agent
Jim Rollo - State Farm Insurance Agent is a trusted insurance agency located on Front Street in Binghamton, New York, United States. They specialize in providing State Farm Insurance and Financial Services in New York and Pennsylvania. Their team of licensed professionals offers a wide range of insurance products, including auto insurance, homeowner insurance, renters insurance, flood insurance, life insurance, boat insurance, business insurance, workers compensation insurance, and retirement planning. The institution emphasizes the importance of safe driving in rural areas, as well as home safety tips and urban gardening advice. They strive to simplify the insurance process for their customers and are dedicated to providing a remarkable experience for each individual.
Covenant Wealth Advisors, LLC
Covenant Wealth Advisors, LLC, located at 37 Front Street in Binghamton, New York, is a finance and insurance agency that specializes in cutting-edge investment strategies tailored to individual needs. The institution recognizes the limitations of traditional buy and hold philosophies and strives to protect clients against catastrophic loss. At CWA, specific investment strategies are implemented based on client's risk tolerance, family situation, and personal preferences. The institution also focuses on understanding family dynamics, taxes, and changing times to create comprehensive estate plans that reflect the client's precise wishes.
Northwestern Mutual
Northwestern Mutual, located at 99 Hawley Street in Binghamton, New York, is a finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current priorities with future aspirations, all at no cost to the client. With top ratings from major agencies and recognition for customer experience, Northwestern Mutual provides a wide range of financial options, including investments and insurance, tailored to each client's unique needs. Their holistic approach to financial planning takes into account all aspects of a client's life, guiding them through major life events and helping them reach their goals with confidence. Through a commitment to diversity and inclusion, Northwestern Mutual strives to create a culture of respect and recognition for employees, advisors, clients, and communities. With a focus on growth, protection, and income in retirement, Northwestern Mutual offers a comprehensive range of financial solutions to help clients live the life they've always wanted.
Russell & Russell
Russell & Russell is a reputable finance institution located at 130 Riverside Drive in Binghamton, New York. With a strong commitment to providing top-notch financial services, Russell & Russell offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you're looking for investment advice, wealth management services, or assistance with retirement planning, the experienced team at Russell & Russell is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
The Costantino Group - Morgan Stanley
The Costantino Group - Morgan Stanley is a leading finance institution located at 50 Front Street in Binghamton, New York. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services including investment advice, wealth management, and retirement planning. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for the future, or navigate the complexities of the financial markets, The Costantino Group - Morgan Stanley is here to help.
Columbian Mutual Life Insurance
Columbian Mutual Life Insurance, located at 232 West 35th Street, New York, New York, is part of the Columbian Financial Group of companies. With over 300 associates across locations from Upstate New York to the Atlanta metropolitan area, Columbian offers classic life insurance plans to meet final expense needs. The institution also provides Life's Solutions, a permanent policy with level premiums and high guaranteed cash values, as well as Simple Security Whole Life and SafeShield® term insurance options. Columbian's professional staff supports over 20,000 independent agents nationwide. Prearrange your funeral with Columbian to ensure your family's peace of mind. Contact their administrative service offices in Binghamton or Syracuse at 800-423-9765 for more information. Please note that Columbian Life Insurance Company may not be licensed in every state, and product availability may vary.
Matthew J. Simone, Esq.
Matthew J. Simone, Esq. is a partner at the prestigious law firm of Gerstenzang, Sills, Cohn & Gerstenzang located at 210 Great Oaks Boulevard in Albany, New York. With a Bachelor's Degree in financial management from Binghamton University and a law degree from Albany Law School, Mr. Simone brings a wealth of knowledge and experience to his practice. During his time at Binghamton University, Mr. Simone excelled both academically and athletically, serving as captain of the baseball team in his senior year. He gained valuable experience interning at the Schenectady County Public Defender's Office and the Albany County District Attorney's Office during his time at law school.
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