Financial advisor for small businesses in Vestal, New York
14 results found
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Lesko Financial Services, Inc.
● ClosedLesko Financial Services, Inc. is a full-service financial institution located at 400 Plaza Drive in Vestal, New York. Specializing in financial planning, investments, and wealth management, we are dedicated to securing your financial future with a diverse range of products and opportunities. What sets us apart is our commitment to listening to our clients first, before providing expert advice tailored to their unique financial needs. We offer a free initial consultation and flexible payment options for our services. With over 70 years of experience serving the Greater Binghamton area, our motto is "The Clients' Interests Must Come First." Our team of advisors at Lesko Financial Services, Inc. is ready to help you navigate your financial roadmap and achieve your goals. Contact us at 607-724-2421 or toll free at 800-695-3756 to schedule a consultation. Securities are offered through Lesko Securities, Inc., a registered Broker-Dealer and SEC Registered Investment Advisor. For more information, visit our website for our disclaimer, privacy disclosure statement, and business continuity plan summary.
400 Plaza Dr, Vestal, NY 13850, United States -
RJ Barber| Lesko Financial Services
● ClosedRJ Barber| Lesko Financial Services is a finance and insurance agency located at 400 Plaza Drive in Vestal, New York, United States. Specializing in financial planning, investments, and wealth management, we are dedicated to securing your financial future with a diverse range of products tailored to your unique needs. Our experienced advisors prioritize listening to your goals before providing expert advice and personalized services. Unlike other firms, we offer a free initial consultation and flexible payment options for our services. With over 70 years of experience serving the Greater Binghamton area, our priority is always putting the interests of our clients first. Contact us at 607-724-2421 or toll-free at 800-695-3756 to schedule an appointment. Securities are offered through Lesko Securities, Inc., a registered broker-dealer and investment advisor. Visit our website for more information on our services and policies.
400 Plaza Dr suite a, Vestal, NY 13850, United States -
Fiscal Advisors & Marketing
● OpenFiscal Advisors & Marketing is a trusted financial institution located at 305 Warren Street in Vestal, New York, United States. Specializing in providing expert advice and guidance on financial matters, our team of experienced professionals offers a range of services including financial planning, investment management, and tax preparation. Whether you are an individual looking to secure your financial future or a business seeking strategic marketing solutions, our dedicated team is here to help you achieve your goals. Visit us today at our convenient location to learn more about how Fiscal Advisors & Marketing can support your financial needs.
305 Warren St, Vestal, NY 13850, United States -
Brian Derry - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrian Derry is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1550 Vestal Parkway East in Vestal, New York, United States. Brian Derry holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Brian Derry specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Brian Derry is committed to helping clients achieve their financial goals.
1550 Vestal Pkwy E Ste B, Vestal, NY 13850, United States -
Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome 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.
1550 Vestal Parkway East, Vestal, New York 13850, United States -
Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome 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.
1550 Vestal Parkway East, Vestal, New York 13850, United States -
Mark Lyons at Comparion Insurance Agency
● ClosedMark Lyons at Comparion Insurance Agency is a reputable insurance agency located at 200 Plaza Drive in Vestal, New York. With a commitment to providing top-notch insurance solutions, Mark Lyons and his team offer a wide range of insurance products tailored to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, you can trust Mark Lyons at Comparion Insurance Agency to provide you with personalized service and competitive rates. Contact them today to discuss your insurance needs and receive a customized quote.
200 Plaza Dr #100, Vestal, NY 13850, United States -
Mirabito-Gresham Insurance & Bonds Agency, LLC
● ClosedMirabito-Gresham Insurance & Bonds Agency, LLC is a reputable insurance agency located at 423 Commerce Road in Vestal, New York. With a commitment to providing top-notch insurance and bonding services, our agency serves individuals and businesses in the United States. Our experienced team is dedicated to helping clients find the best coverage options to meet their specific needs. Whether you are looking for personal insurance, commercial insurance, or bonding services, Mirabito-Gresham Insurance & Bonds Agency, LLC is here to help. Contact us today to learn more about our services and how we can assist you with your insurance needs.
423 Commerce Rd #2, Vestal, NY 13850, United States -
Farmers Insurance - Melissa Lantz
● ClosedFarmers Insurance - Melissa Lantz is an insurance agency located at 3321 Vestal Parkway East in Vestal, New York, United States. As a local Farmers® agent serving Vestal NY and the surrounding communities, Melissa Lantz helps customers identify the insurance coverage that best fits their needs. Melissa offers personalized service to make customers smarter about insurance, with expertise in auto, home, renters, business insurance, and more. Customers can contact Melissa for answers to any insurance questions they may have. For auto insurance, Farmers Insurance can help customers navigate options such as comprehensive coverage, collision coverage, deductibles, and medical payments. Customers can also receive online quotes and learn about insurance discounts to save money.
3321 Vestal Pkwy E, Vestal, NY 13850, United States -
Mark Lipka at Comparion Insurance Agency
● ClosedMark Lipka at Comparion Insurance Agency is a trusted insurance agency located at 200 Plaza Drive in Vestal, New York. With years of experience in the industry, Mark Lipka and his team are dedicated to providing personalized insurance solutions to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, they have you covered. Their commitment to excellent customer service and competitive rates sets them apart from the rest. Contact Mark Lipka at Comparion Insurance Agency today to discuss your insurance needs and receive a personalized quote.
200 Plaza Dr #100, Vestal, NY 13850, United States -
Merri L. Benjamin, CKA®
● ClosedMerri L. Benjamin, CKA®, located at 4100 Vestal Road in Vestal, New York, is a finance institution that offers a range of services to help clients achieve their financial goals. Merri has been working in the financial industry since 2010 and joined Faithward Advisors in 2017. She graduated from Daemen College with a degree in Business Administration and has a background in medical and marketing fields. Merri is an active member of her church and enjoys volunteering in the community. In addition to providing financial services, Merri offers group educational opportunities for churches, nonprofit organizations, and small group Bible studies. She addresses questions related to market volatility, tax code changes, charitable giving, and stewardship-centered planning. Merri also introduces clients to Biblically Responsible Investing and dispels common financial misunderstandings.
4100 Vestal Rd Suite 105, Vestal, NY 13850, United States -
Southern Tier Bookkeeping and Tax Services
● OpenSouthern Tier Bookkeeping and Tax Services is a professional accounting and finance institution located at 2520 Vestal Parkway East in Vestal, New York. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services for individuals and businesses in the Southern Tier region. Whether you need help with managing your finances, preparing your taxes, or planning for the future, we are here to assist you every step of the way. Trust Southern Tier Bookkeeping and Tax Services for all your accounting and finance needs.
2520 Vestal Pkwy E, Vestal, NY 13850, United States -
Harding Brooks Insurance Agency
● ClosedHarding Brooks Insurance Agency is a reputable insurance agency located at 441 Commerce Road in Vestal, New York. With a focus on providing top-notch insurance services to individuals and businesses, Harding Brooks Insurance Agency offers a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to helping you find the right policy at the best price. Trust Harding Brooks Insurance Agency to protect what matters most to you.
441 Commerce Rd # 1, Vestal, NY 13850, United States -
Karen Sweet-O'Neill Insurance Solutions
● ClosedKaren Sweet-O'Neill Insurance Solutions is a health and insurance agency located at 1708 Vestal Parkway East in Vestal, New York, United States. As an independent Life and Health Insurance Advisor, Karen's main focus is to provide the best solutions for your lifetime. The institution offers a unique and affordable Consultation Service for retired and pre-retired individuals, providing valuable insight and knowledge on the often confusing topic of insurance. With representation from over ten A-rated life insurance companies, KSO Insurance Solutions strives to find the best protection for your family at the most affordable rates. Karen is also an expert in Long Term Care Insurance, specializing in age-appropriate planning and offering comprehensive insurance plans with competitive rates from top-rated carriers. Visit Karen Sweet-O'Neill Insurance Solutions for all your insurance needs and secure your family's future today.
1708 Vestal Pkwy E, Vestal, NY 13850, United States
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