The 30 Best Financial advisor for long term goals in Baldwin, New York

3 results found

Leigh Baldwin & Co., Advisory Services is a finance institution located at 100 East Seneca Street in Manlius, New York, United States. Our team specializes in helping clients determine their financial goals and develop strategies to achieve them, whether for the short or long term. We assist with retirement planning, ensuring our clients have enough saved to live comfortably in retirement. Our comprehensive financial planning services also include investment management and insurance products to protect against unexpected life events. As an SEC registered RIA since 2008, Leigh Baldwin & Co. manages over $179 million in discretionary assets as of 1/17/23. Our motto is "You do the dreaming, we'll do the math." Please note that all investments carry risks and are not guaranteed by Leigh Baldwin & Co. We provide stock quotes, commentary, and opinions for informational purposes only. Contact us today for personalized financial advice tailored to your needs and risk tolerance.

Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.

Farmers Insurance - Jason Bolognini is your local insurance agency located at 789 Foxhurst Road in Baldwin, New York. As a Farmers® agent, Jason Bolognini helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jason is there to provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance has been a trusted provider of insurance products. Get a quote for comprehensive coverage, collision coverage, deductibles, medical payments, and more. Protect your most valuable possessions with home insurance, renters insurance, life insurance, or condo insurance. For small businesses, Farmers Insurance offers customizable insurance packages to reduce risk and protect investments. Outdoor enthusiasts can also find flexible coverage options for motorcycles, boats, ATVs, and more. With Farmers Insurance and Financial Services, you can build a solid financial plan for a secure future. Contact Jason Bolognini at Farmers Insurance to discuss your insurance needs and reach your goals.