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TOP 30 Financial advisor customized plans in Oswego, NY
13 results found
Search for local businesses, places and services near you
Allstate Personal Financial Representative: Dennis Murphy
Allstate Personal Financial Representative: Dennis Murphy is a finance and insurance agency located at 27 Gregory Street in Oswego, New York, United States. Dennis Murphy is a trusted representative who helps individuals and families with their financial planning and insurance needs. With a focus on personalized service and attention to detail, Dennis Murphy provides expert guidance to help clients secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Dennis Murphy is dedicated to helping you achieve your financial goals. Contact him today to schedule a consultation and start building a secure financial foundation.
Stout Financial Network LLC
Stout Financial Network LLC is a reputable finance institution located at 7824 New York 104 in Oswego, New York, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and strategic financial planning, Stout Financial Network LLC is a trusted partner for individuals and businesses seeking expert financial advice and guidance.
Financial Quest
Financial Quest is a leading finance institution located at 35 Oswego Street in Baldwinsville, New York. Our team of experts is dedicated to helping individuals and businesses navigate the complex world of finance. From investment management to retirement planning, we offer a wide range of services tailored to meet our clients' unique needs. With a commitment to excellence and a focus on customer satisfaction, Financial Quest is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help you secure your financial future.
Edward Jones - Financial Advisor: Stan Cerlanek
Edward Jones - Financial Advisor: Stan Cerlanek is a trusted financial institution located at 106 West 2nd Street in Oswego, New York. As a dedicated finance professional, Stan Cerlanek provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and exceptional customer service, Edward Jones - Financial Advisor: Stan Cerlanek is the go-to destination for individuals looking to secure their financial future.
John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client. At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.
Fuller Insurance Agency Inc.
Fuller Insurance Agency Inc. is a reputable health and insurance agency located at 110 South School Street in Carthage, New York, United States. With an additional location in Canton, NY, they are licensed to conduct business in New York State. Specializing in serving Jefferson County, Lewis County, and St. Lawrence County, including areas such as Watertown, Fort Drum, Lowville, Gouverneur, Potsdam, Massena, and Ogdensburg in the North Country region. They also extend their services throughout Upstate New York, including Syracuse, Oswego, Utica, Rome, Rochester, and Plattsburgh. Trust Fuller Insurance Agency Inc. for all your insurance needs in the Northern New York region.
InFocus Insurance
InFocus Insurance, located at 8035 Oswego Road in New York, is an insurance agency that specializes in offering customized insurance solutions across New York State. With a team of experienced professionals and access to top-rated carriers, InFocus Insurance takes the stress out of the insurance buying process for individuals, families, and businesses in Liverpool, NY, and beyond. They strive to provide comprehensive insurance solutions to protect clients from the unexpected and help them plan for the predictable. From homeowners insurance to personal liability coverage, InFocus Insurance is dedicated to meeting the unique needs of each client. They also offer specialized insurance for collector vehicles and valuable possessions, ensuring that clients have the coverage they need. If you are looking for a reliable insurance advisor and advocate in New York State, consider switching to InFocus Insurance for peace of mind and exceptional service.
Farmers Insurance - Jon Law
Farmers Insurance - Jon Law is an insurance agency located at 6 Oswego Street, Baldwinsville, New York, United States. They work with specific insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company to provide a variety of insurance products. They offer services for home, auto, life, and business insurance. Farmers Insurance - Jon Law is dedicated to helping clients find the best coverage options to meet their needs. Contact them for more information on the insurance products they offer.
York Wealth Management
York Wealth Management, located at 7421 Oswego Road in New York, United States, is a finance institution offering a range of services including financial planning, portfolio management, insurance, and estate planning. Led by financial advisor Ryan W York, the team at York Wealth Management is dedicated to helping clients achieve their financial goals. During a consultation with York Wealth Management, clients can expect a thorough discussion about their current financial situation and goals. The institution values transparency and will analyze information such as net worth, bank accounts, retirement plans, insurance policies, and more to develop a customized plan for each client.
NBT Bank
NBT Bank is a full-service financial institution located at 30 West Utica Street in Oswego, New York, United States. As a trusted bank in the community, NBT Bank offers a range of banking services including checking and savings accounts, loans, mortgages, and investment opportunities. With a convenient ATM on site, customers can easily access their funds and manage their finances. NBT Bank is committed to providing personalized service and innovative financial solutions to help individuals and businesses achieve their financial goals.
Bank of America (with Drive-thru ATM)
Bank of America is a renowned financial institution located at 7610 Oswego Road in New York, United States. With convenient drive-thru ATM services, customers can easily access their accounts and conduct transactions without having to leave their vehicles. Offering a wide range of banking and financial services, Bank of America is dedicated to providing exceptional customer service and meeting the financial needs of individuals and businesses alike. Visit us today for all your banking needs.
KeyBank
KeyBank is a financial institution located at 138 New York 104 in Oswego, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With convenient ATM access, online banking, and personalized customer service, KeyBank is committed to helping individuals and businesses achieve their financial goals. Visit KeyBank today to experience the difference of banking with a trusted financial partner.
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