TOP 30 Financial consulting experts in Cortland, New York

20 results found

Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.

Welcome to Nicholas Sylstra - Prudential Financial, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 4 Lincoln Avenue, Cortland, New York, our agency is dedicated to providing personalized financial solutions and insurance services tailored to meet your unique needs. At Nicholas Sylstra - Prudential Financial, we understand that financial planning and insurance decisions can be overwhelming. That's why we are committed to offering expert guidance and comprehensive support to help you make informed decisions. Whether you're planning for retirement, seeking life insurance, or exploring investment opportunities, our experienced team is here to assist you every step of the way.

Welcome to Schneider Financial LLC, your trusted partner in financial success, conveniently located at 17 Main Street, Cortland, New York 13045. We are a dedicated finance firm committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and retirement planning. At Schneider Financial LLC, we pride ourselves on providing personalized solutions tailored to meet your unique needs. Our client-centric approach ensures that we understand your financial objectives and work diligently to help you navigate the complexities of the financial world. Whether you're planning for the future, managing your wealth, or seeking guidance on tax strategies, we are here to provide expert advice and support every step of the way.

Welcome to Paul Sypher - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to providing personalized financial strategies and comprehensive insurance solutions tailored to meet your unique needs. At Paul Sypher - Prudential Financial, we understand that financial planning and insurance decisions are crucial steps toward securing your and your family's future. Our team of experienced professionals is committed to delivering exceptional service and expert guidance, ensuring you have the confidence and peace of mind to achieve your financial goals.

Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.

Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.

Welcome to Bianchi Financial Software Consultants Located in the heart of McGraw, New York, Bianchi Financial Software Consultants is your trusted partner for all QuickBooks® solutions. Founded by Shelly Bianchi, a seasoned expert with over 20 years of experience as an Advanced Certified ProAdvisor, our business is dedicated to helping you master the financial aspects of your operations.

Sean Davern - State Farm Insurance Agent is a reputable institution located at 2121 East Main Street in Rochester, New York, United States. As a health insurance agency, they offer personalized quotes for individuals seeking insurance coverage. With a team of experienced professionals, Sean Davern State Farm is dedicated to providing the Rochester community with reliable coverage for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Sean Davern, a lifelong resident of Rochester and graduate of SUNY Cortland, has over 5 years of experience in the insurance industry. His office has been serving the community since 1970, offering expert guidance and support to ensure customers are properly covered. The team at Sean Davern State Farm is committed to helping customers prepare for life's unexpected events, offering a range of insurance and financial services.

UpSkill Wealth Management is a premier finance and insurance agency located at 1 N Main St, Suite 301, Cortland, NY 13045, United States. Our mission is to empower individuals and businesses to achieve their financial goals through expert advice and tailored solutions. At UpSkill Wealth Management, we offer a comprehensive range of services including financial planning, investment management, retirement strategies, and insurance solutions. Our team of experienced professionals is dedicated to providing personalized service and strategic guidance to help you navigate the complexities of the financial world. Whether you are planning for retirement, seeking to grow your investments, or need insurance coverage, UpSkill Wealth Management is your trusted partner in financial success. Visit us today to discover how we can help you secure a prosperous future.

Welcome to Dragonfyre Distillery, a unique gem nestled in the heart of Central New York at 1062 Leonard Road, Marathon, NY 13803. As both a store and a tourist attraction, Dragonfyre Distillery offers an unforgettable experience for spirit enthusiasts and curious travelers alike. Our distillery is dedicated to crafting hand-made artisan whiskey, using only locally sourced grains and produce to ensure the highest quality and authenticity. With a commitment to excellence, we proudly produce a variety of spirits including our signature 100% field corn whiskey, distinctive rye whiskey, and a range of bourbons aged to perfection. Visitors to Dragonfyre Distillery can indulge in our diverse selection of spirits, each with its own unique flavor profile, from the sweet notes of our Bloody Butcher corn whiskey to the rich, bold taste of our bourbon aged in maple syrup barrels. For those seeking something different, our 100% New York apple brandy offers a delightful candy apple and raisin finish.

Welcome to Jackson Hewitt Tax Service, conveniently located at 819 Bennie Road, Cortland, New York 13045, inside the Cortland Walmart. Our finance-focused business is dedicated to providing you with exceptional tax services tailored to your busy lifestyle. Although our tax advance loans have ended for this year, our skilled Tax Pros are ready to help you secure your biggest refund, guaranteed. We offer flexible tax preparation options to suit your needs. Simply drop off your tax documents, and our experts will handle the rest, including a quick review call and convenient e-signing. If you prefer a more personal approach, book an in-person appointment with one of our Tax Pros. We also assist with IRS letters and inquiries.

Welcome to Moore Quality Bookkeeping LLC, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 2386 Ames Road, we are dedicated to providing top-notch bookkeeping services tailored to meet the unique needs of local businesses and individuals. At Moore Quality Bookkeeping LLC, we understand that managing finances can be a complex and time-consuming task. Our team of experienced professionals is committed to delivering accurate and reliable financial solutions that allow you to focus on what matters most—growing your business. We offer a comprehensive range of services, including bookkeeping, payroll management, tax preparation, and financial consulting, all designed to streamline your financial processes and enhance your financial health.

Welcome to Palmer Family Insurance Agency, Inc., your trusted partner in comprehensive asset protection for families and businesses. Located in the heart of Marathon, New York, at 8 Cortland Street, we are committed to safeguarding what matters most to you. With over 50 years of experience, we have proudly served our community as an independently operated, top-tier insurance agency, dedicated to helping our clients achieve their goals through personalized service and expert risk management. At Palmer Family Insurance Agency, Inc., we believe in building lasting relationships and serving as your family confidant and enterprise risk manager. Our consultative approach allows us to thoroughly assess risks and provide tailored solutions that protect your lifestyle and business interests. We are passionate about delivering total asset protection and ensuring you have peace of mind.

Welcome to McSherry Matthew CPA, your trusted partner in accounting and financial services located in the heart of Cortland, New York. Situated at 111 West Road, our firm is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses in the community. At McSherry Matthew CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why we offer a wide range of services tailored to meet your unique needs, including tax preparation and planning, bookkeeping, financial consulting, and more. Our team of experienced professionals is committed to delivering accurate, timely, and reliable services to help you achieve your financial goals.

Welcome to H&R Block, your trusted partner for comprehensive accounting and financial services located at 1114 New York 222 in Cortland, New York. At H&R Block, we are dedicated to helping individuals and businesses navigate the complexities of taxes and financial planning with ease and confidence. Our team of experienced professionals is committed to providing personalized solutions tailored to meet your unique financial needs. Whether you're looking for assistance with tax preparation, bookkeeping, or financial advice, we offer a wide range of services designed to ensure your financial success. Our experts stay up-to-date with the latest tax laws and regulations to provide accurate and efficient service, giving you peace of mind throughout the year.

Welcome to Peter Vanderwoude CPA, your trusted partner in accounting and finance solutions located at 17-29 Main Street, Cortland, New York. With a commitment to excellence and personalized service, we offer a comprehensive range of accounting services tailored to meet the unique needs of individuals and businesses in our community. At Peter Vanderwoude CPA, we understand the complexities of financial management and strive to simplify the process for our clients. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to provide expert guidance and support.

Welcome to Winters Amy, a CPA, your trusted partner in accounting and finance, located conveniently at 19 Church Street, Cortland, New York. With a commitment to excellence and a personalized approach, we provide a comprehensive range of financial services tailored to meet the unique needs of individuals and businesses in our community. At Winters Amy, a CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our experienced team is dedicated to offering expert guidance and support every step of the way. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to help you achieve your financial goals with confidence.

Welcome to John O. Reagan CPA, PC, your trusted partner in accounting and financial services, conveniently located at 16 Church Street, Cortland, New York. With a commitment to excellence and a personalized approach, we cater to the diverse financial needs of individuals and businesses in the Cortland community and beyond. At John O. Reagan CPA, PC, we offer a comprehensive range of services designed to help you achieve your financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to provide expert guidance and support.

Welcome to Prime Payroll Relief, your trusted partner in accounting and financial services located in the heart of Cortland, New York. Situated at 16 Church Street, we specialize in providing comprehensive payroll solutions and financial management services tailored to meet the unique needs of local businesses. Our team of experienced professionals is dedicated to delivering personalized service and expert guidance to help you navigate the complexities of payroll and finance with ease. Whether you're a small business owner or managing a larger enterprise, Prime Payroll Relief is committed to enhancing your financial efficiency and ensuring compliance with ever-changing regulations. Discover the peace of mind that comes with reliable, accurate, and timely financial services. Visit us today and let us take the stress out of payroll and accounting, so you can focus on what you do best—growing your business.

Welcome to H&R Block, your trusted partner in accounting and finance located at Cortland Riverside Shopping Ct, Cortland, New York. Our dedicated team of experts is committed to providing personalized financial services to meet your unique needs. Whether you're an individual seeking tax preparation assistance or a business in need of comprehensive financial solutions, we are here to help. At H&R Block, we pride ourselves on delivering accurate, efficient, and reliable services, ensuring peace of mind when it comes to your finances. Visit us today and experience the professionalism and expertise that have made us a leader in the accounting and finance industry. Let us help you navigate your financial journey with confidence.