The 30 Best Financial consultants in Salina, New York

44 results found

Mark Banac, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. Our team of agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Mark Banac can help you navigate the complexities of Medicare and compare Medicare Advantage plans to find the right coverage for your needs. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage and an annual maximum out of pocket limit.

MCC Financial Services Inc is a leading finance institution located at 100 Metropolitan Park Drive in Salina, New York, United States. With a strong reputation for providing top-notch financial services, MCC Financial Services Inc offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experts is dedicated to helping clients achieve their financial goals. Visit MCC Financial Services Inc today and experience the difference that personalized, professional financial services can make.

IBN Financial Services Inc is a reputable finance institution located at 404 Old Liverpool Road in Salina, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, IBN Financial Services Inc offers a wide range of services including investment management, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit IBN Financial Services Inc today to learn more about how they can help you manage and grow your wealth.

Sterling Financial Group, LLC is a reputable finance and insurance agency located at 913 Old Liverpool Road in Salina, New York, United States. With a strong commitment to providing top-notch financial services, Sterling Financial Group, LLC offers a wide range of insurance products and financial solutions to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for insurance coverage or financial planning assistance, Sterling Financial Group, LLC is your trusted partner in building a secure financial foundation.

Principal Financial Group is a finance and insurance agency located at 200 Salina Meadows Parkway in Syracuse, New York, United States. Our institution is dedicated to helping individuals protect what matters most through insurance. With us, you can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We aim to help you protect your life and wages so that your loved ones can continue moving forward, regardless of what life throws at you.

Merrill Lynch Financial Advisor Richard L Neal, located at 205 South Salina Street in Syracuse, New York, provides wealth management and investment advice to individuals and families, as well as consulting and advisory services to nonprofit organizations and institutional clients. Rick Neal, with over 40 years of experience, holds certifications as a Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He offers personalized investment strategies and portfolio management services, tailored to each client's goals and objectives. With a commitment to community service, Rick has served on various advisory boards and is dedicated to helping clients achieve financial success through a personalized approach. His focus is on understanding each client's unique needs and priorities, and designing a financial plan to help them reach their goals. By staying informed about changes in the market and in their clients' lives, Rick ensures that their financial approach remains aligned with their objectives. Contact Merrill Lynch Financial Advisor Richard L Neal for personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor David Towers is located at 205 South Salina Street in Syracuse, New York, United States. As a finance institution, we provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships built on trust and personalized service. At our institution, we focus on what matters most to you - your family, goals, and priorities. We start every relationship with a conversation to identify and prioritize your financial goals, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you pursue your goals.

Merrill Lynch Financial Advisor Lisa Germain, located at 205 South Salina Street in Syracuse, New York, is a seasoned and savvy financial advisor with over twenty-five years of experience in the finance industry. Lisa was hired by Merrill in 1991 for her strong character and determination, traits she continues to apply on behalf of her clients today. She is highly credentialed, holding the Chartered Retirement Planning CounselorSM (CRPC®) designation and has completed advanced industry training at Cornell University. Lisa's personalized approach to financial planning helps clients pursue their objectives by managing custom investment strategies tailored to their specific needs. She is actively involved in the Syracuse community, serving on the leadership committee of the Merrill Lynch Women’s Exchange and participating in local philanthropic activities. Lisa and her team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. With the global resources of Merrill behind them, they strive to help clients achieve their financial goals and navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Peter J Simmonds is a reputable financial institution located at 205 South Salina Street in Syracuse, New York. Specializing in finance, the institution offers expert advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Peter J Simmonds and his team provide tailored solutions to meet the unique needs of each individual or business. Trustworthy and experienced, Merrill Lynch Financial Advisor Peter J Simmonds is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Peter Bertone is a trusted financial institution located at 9 Salina Street in Baldwinsville, New York. As a finance institution, they offer a wide range of services to help individuals and businesses achieve their financial goals. Peter Bertone, the dedicated financial advisor at this location, is committed to providing personalized and tailored financial advice to each client. With years of experience in the industry, Peter Bertone and his team strive to help clients make informed decisions about their finances and investments. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Peter Bertone is here to help you every step of the way.

Kristopher Wadsworth, Bankers Life Agent and Bankers Life Securities Financial Representative in Syracuse, NY, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Located at 231 Salina Meadows Parkway, Syracuse, New York, our agents are dedicated to helping you find the right coverage for your needs. Whether you are looking for Medicare Advantage plans or long-term care options, we are here to assist you in planning for the future. Contact us today to start your journey towards financial security and peace of mind.

Edward Jones - Financial Advisor: Jim Henty, AAMS™ is a reputable finance institution located at 916 Old Liverpool Road in Salina, New York, United States. With a focus on providing personalized financial advice and services, Jim Henty, a designated Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Jim Henty, AAMS™ is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and experience to help secure your financial future.

Edward Jones - Financial Advisor: Justin Henty is a trusted financial institution located at 916 Old Liverpool Road in Salina, New York, United States. Specializing in personalized financial planning and investment management, Justin Henty and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Justin Henty is committed to providing expert guidance and support every step of the way. Contact Edward Jones - Financial Advisor: Justin Henty today to start planning for a secure financial future.

Frank Weiss is a trusted Bankers Life Agent and Bankers Life Securities Financial Representative located at 231 Salina Meadows Parkway in Syracuse, New York. As an insurance agency, Frank Weiss specializes in providing personalized insurance and financial solutions to meet the unique needs of each client. With a commitment to excellence and a focus on customer service, Frank Weiss is dedicated to helping individuals and families secure their financial future. Contact Frank Weiss today to learn more about how they can assist you with your insurance and financial planning needs.

Sue Izyk, Bankers Life Agent and Bankers Life Securities Financial Representative is a reputable insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. Susan Izyk, the financial advisor, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Sue Izyk can help you find the right coverage that suits your needs. With the rising costs of healthcare and the importance of long-term care planning, it is crucial to start preparing for the future. Contact Sue Izyk today to begin planning your next steps towards financial security.

Welcome to Salina Comptroller, your trusted partner in accounting, finance, and local government services. Conveniently located at 201 School Road, Salina, New York 13088, we are dedicated to supporting the fiscal health and transparency of our community. Our experienced team works diligently to manage public funds, ensuring efficient financial operations and accountability. Whether you're a local resident, business owner, or government official, Salina Comptroller is here to provide expert guidance and comprehensive financial solutions tailored to your needs. Visit us today and experience our commitment to excellence in public service and financial stewardship.

Welcome to the Salina Tax Department, your trusted local resource for accounting and finance services in Salina, New York. Conveniently located at 201 School Road, Salina, New York 13088, we are dedicated to serving the financial needs of our community with professionalism and integrity. As a local government office, our knowledgeable team specializes in providing comprehensive tax assistance, financial planning, and compliance services tailored to meet the unique needs of individuals and businesses in the area. Whether you need help navigating tax regulations, managing your finances, or planning for the future, the Salina Tax Department is here to support you every step of the way. Visit us today and experience the personalized service and expert guidance that sets us apart.

Bankers Conseco Life Insurance Company, located at 231 Salina Meadows Parkway in Syracuse, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. They specialize in helping individuals compare Medicare Advantage plans to find the best coverage, and also offer long-term care planning services. Bankers Life is currently recruiting for agent, manager, and investment professional positions, providing award-winning training programs and opportunities for career advancement. If you're interested in helping others achieve financial security in retirement, consider joining the team at Bankers Conseco Life Insurance Company.

Haily Ralph, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a trusted agent for Bankers Life, we specialize in providing comprehensive insurance solutions to help protect our clients' financial futures. Our team is dedicated to helping individuals and families navigate the complexities of insurance coverage, offering personalized service and expert guidance every step of the way. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Haily Ralph, Bankers Life Agent is here to assist you in securing the right coverage to meet your needs. Contact us today to schedule a consultation and start planning for a more secure tomorrow.

Patrick Violando, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families. With a team of dedicated professionals including Leonard Babcock, Mark Banac, Jeanne Bernhardt, and many others, clients can expect personalized and expert advice on insurance options. Whether it's life insurance, retirement planning, or investment strategies, the team at Patrick Violando, Bankers Life Agent is committed to helping clients protect their financial future. Contact them today for a consultation.

Thomas Woinski: Allstate Insurance is a reputable insurance agency located at 441 Beechwood Avenue in Salina, New York, United States. With a focus on providing personalized insurance solutions to meet the individual needs of their clients, this agency offers a range of insurance products including auto, home, life, and business insurance. The dedicated team at Thomas Woinski: Allstate Insurance is committed to providing excellent customer service and helping clients find the right coverage to protect what matters most to them. Whether you're looking for basic coverage or a more comprehensive insurance plan, you can trust Thomas Woinski: Allstate Insurance to provide you with the peace of mind you need.

Jeannine Stanescu, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a trusted agent with Bankers Life, Jeannine Stanescu provides personalized insurance solutions to help clients protect their financial future. With a focus on customer service and expertise in the insurance industry, Jeannine Stanescu is dedicated to helping individuals and families find the right insurance coverage for their needs. Contact Jeannine Stanescu, Bankers Life Agent today to discuss your insurance options and start planning for a secure tomorrow.

Olufela Blue, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate the complexities of Medicare Advantage plans, providing personalized assistance to find the right coverage for each individual. With the rising costs of healthcare and the need for long-term care becoming more prevalent, our team is here to help you plan for the future and have important conversations with your loved ones. Contact Olufela Blue, Bankers Life Agent today to start planning your next steps towards financial security and peace of mind.

Ward Law Office is a reputable bankruptcy attorney located at 890 7th North Street in Salina, New York. With years of experience in handling bankruptcy cases, their team of lawyers is dedicated to helping individuals navigate through the complex legal process. The institution offers affordable attorney's fees starting at $950.00 and provides free phone consultations for those seeking guidance on their financial situation. Whether you are located in Liverpool or North Syracuse, Ward Law Office is here to provide expert legal advice and support. Contact them today at (315) 488-6740 to schedule your consultation.

Dusckas Advisory Group LLC is a finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, financial planning, retirement planning, and more. Their goal is to help clients achieve their financial goals and secure their financial future. Visit Dusckas Advisory Group LLC for personalized financial guidance and expert advice.

Transworld Business Advisors of Syracuse is a reputable finance institution located at 305 Vine Street in Salina, New York, United States. With a team of experienced professionals, they specialize in assisting clients with buying and selling businesses, mergers and acquisitions, and franchise consulting. Whether you are looking to expand your business or make a strategic investment, Transworld Business Advisors of Syracuse is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

Rialto Wealth Management, located at 126 North Salina Street in Syracuse, New York, is a finance institution dedicated to helping individuals and business owners achieve their financial goals. Their services include designing and implementing personalized portfolios, forecasting wealth accumulation and retirement spending, navigating tax laws and regulations, and planning for legacy and wealth transfer. Business owners can benefit from specialized financial and estate planning strategies tailored to their unique needs. The institution's team of advisors is committed to providing high levels of integrity and insight to ensure the best possible outcomes for their clients. Explore their Financial Resources section for information on investment strategies, retirement planning, estate planning, and more. Contact Rialto Wealth Management today to learn more about their comprehensive wealth management services.

Dean Boucounis CHFC CLU is a renowned finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Specializing in financial planning and wealth management, the institution is led by Dean Boucounis, a Certified Financial Planner (CHFC) and Chartered Life Underwriter (CLU). With a strong commitment to providing personalized financial solutions, Dean Boucounis CHFC CLU offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Dean Boucounis CHFC CLU is dedicated to helping you navigate the complex world of finance with confidence and clarity.

H&R Block is a well-known accounting and finance institution located at 472 South Salina Street in Syracuse, New York. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 4200 South Salina Street in Syracuse, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs.