The 30 Best Financial advisors in Plattsburgh, New York

46 results found

Darwood Associates Inc is a finance institution located at 125 Bridge Street in Plattsburgh, New York, United States. With a focus on providing expert financial services to individuals and businesses, Darwood Associates Inc offers a range of investment options, wealth management services, and financial planning solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Darwood Associates Inc can help you reach your financial objectives.

Bank of England Mortgage is a reputable financial institution and real estate agency located at 37 Boynton Avenue in Plattsburgh, New York. With a focus on providing top-notch mortgage services, they offer a range of financial products to help individuals achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, Bank of England Mortgage is dedicated to providing personalized solutions tailored to your specific needs. Their team of experienced professionals is committed to guiding you through the mortgage process with expertise and care. Visit them today to explore your options and take the first step towards securing your dream home.

Cadieux Peter J is a reputable insurance agency located at 105 West Bay Plaza in Plattsburgh, New York, United States. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Cadieux Peter J prides itself on offering exceptional customer service and expert advice. Whether you are looking for auto, home, life, or business insurance, the experienced team at Cadieux Peter J is dedicated to helping you find the right coverage at the best possible price. Contact them today to discuss your insurance needs and receive a customized quote.

NBT Bank is a full-service bank located at 185 Margaret Street in Plattsburgh, New York. As a trusted financial institution, NBT Bank offers a wide range of banking services including savings accounts, checking accounts, loans, and investment options. With convenient ATM access, customers can easily manage their finances and access funds whenever needed. NBT Bank is committed to providing personalized service and financial solutions to help individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with NBT Bank.

Jackson Hewitt Tax Service is a finance institution located at 63 Smithfield Boulevard in Plattsburgh, New York, United States. Although their tax advance loans have ended for this year, their Tax Pros are prepared to assist you in maximizing your refund. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with access to money before your refund arrives from the IRS. While Refund Advance is no longer available this year, they did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.

NBT Bank located at 482 State Route 3 in Plattsburgh, New York, is a trusted financial institution offering a wide range of banking services. Whether you need to withdraw cash from the ATM, open a savings account, apply for a loan, or seek financial advice, NBT Bank is here to help. With a commitment to providing excellent customer service and personalized financial solutions, NBT Bank is a reliable choice for all your banking needs in the Plattsburgh area.

KnowTax is a finance institution located at 61 Brinkerhoff Street in Plattsburgh, New York, United States. Our dedicated team utilizes the best cloud-based tax software developed by Intuit to provide top-notch services to our clients. Taxes can be completed remotely or in person for convenience. We offer accounting, payroll, and bookkeeping support to replace your back office functions. Our fully paperless and cloud-integrated software ensures secure operations from anywhere. Trust us to handle complex financial issues for both business and individual clients.

H&R Block is a renowned accounting and finance institution located at 79 Hammond Lane in Plattsburgh, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Trustworthy and reliable, H&R Block is committed to helping clients navigate the complexities of accounting and finance with ease and confidence.

Aflac Insurance, located at 37 Boynton Avenue in Plattsburgh, New York, is a health insurance agency that provides coverage for expenses not covered by traditional health insurance. Their products offer financial peace of mind, including help with emergency treatment, coping with cancer, treating critical illnesses, final expense whole life insurance, and more. They also offer additional products through employers, such as coverage for high deductibles, injuries, vision care, dental expenses, and employee benefits packages. Aflac aims to protect the financial future of individuals and their loved ones, offering a safety net for unexpected events. Their plans are supplemental insurance coverage and are not major medical insurance plans. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands. They are dedicated to providing essential insurance protection during times of need and helping individuals protect their future.

Bruce Kingsbury Tax is a reputable accounting and finance institution located at 6132 New York 22 in Plattsburgh, New York, United States. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses, helping them navigate the complexities of tax laws and maximize their financial outcomes. Whether you need assistance with tax preparation, planning, or compliance, Bruce Kingsbury Tax is dedicated to delivering personalized solutions tailored to your specific needs. Trustworthy, reliable, and efficient, this institution is committed to helping clients achieve their financial goals.

Corell Tax & Accounting, located at 162 Margaret Street in Plattsburgh, New York, is a trusted institution specializing in accounting and finance services. Formerly known as McCormick, Deon & Corell, our team, led by Jay Corell and John Deon, is dedicated to providing top-notch service to all our clients, including businesses, individuals, and non-profits. We are here to answer any questions you may have and help you navigate the complexities of tax and accounting. Trust Corell Tax & Accounting for all your financial needs.

McKinley and Moore Tax Services is a reputable accounting and finance institution located at 5143 U.S. Avenue in Plattsburgh, New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring accurate and timely financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, McKinley and Moore Tax Services is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they strive to provide the highest level of service to their clients.

Bruce Kingsbury Taxes is a reputable accounting and finance institution located at 175 Boynton Avenue in Plattsburgh, New York. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Bruce Kingsbury Taxes for all your financial needs and rest assured that your finances are in good hands.

Terrance J. Conway C.P.A., M.B.A. is an accounting and finance institution located at 5300 North Catherine Street in Plattsburgh, New York. With a focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experienced professionals are here to help. Trust Terrance J. Conway C.P.A., M.B.A. for all your accounting and finance needs in Plattsburgh, New York.

Drew William w CPA is a reputable accounting and finance institution located at 137 Cornelia Street in Plattsburgh, New York, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Their team of certified public accountants is dedicated to providing personalized and professional assistance to help clients achieve their financial goals. Whether you need tax preparation, bookkeeping, or financial planning services, Drew William w CPA is committed to delivering top-notch solutions tailored to your specific needs. Contact them today to schedule a consultation and take control of your financial future.

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.