TOP 30 Financial management services in Cortland, New York

Welcome to the Cortland County Audit Department, an essential part of our local government dedicated to ensuring transparency, accountability, and financial integrity within Cortland County. Conveniently located at 60 Central Avenue, Cortland, New York, our office is committed to serving the community by conducting thorough audits and evaluations of county operations, finances, and programs. Our team of experienced professionals works diligently to provide objective and independent assessments that help enhance the efficiency and effectiveness of county services. We strive to foster public trust by identifying opportunities for improvement and ensuring that taxpayer dollars are used responsibly and effectively.

Welcome to the Cortland Treasurer's Office, your trusted local government office dedicated to serving the financial needs of the Cortland community. Conveniently located at 60 Central Avenue, Cortland, New York, our office is committed to ensuring transparency, accountability, and efficiency in managing the city's finances. Our team of experienced professionals is here to assist you with a range of services, including tax collection, financial reporting, and budget management. We strive to provide exceptional customer service and are dedicated to fostering a financially sound environment for the residents and businesses of Cortland. Visit us today to learn more about how we can assist you, or contact us for any inquiries. Your financial well-being is our priority.

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 ATM (Cortland Mobil Mart), your one-stop destination for convenience and essential services in Cortland, New York. Conveniently located at 152 Clinton Avenue, our establishment caters to a variety of your needs, combining the best of a convenience store, financial services, and more. At Cortland Mobil Mart, we understand the importance of accessibility and efficiency. Our on-site ATM ensures you can manage your financial transactions with ease and security, any time of the day. Whether you need to withdraw cash or check your balance, our user-friendly ATM is here to assist you.

Welcome to the United States Postal Service located at 1639 Cortland Street, DeRuyter, New York 13052. As a trusted cornerstone of the community, we are committed to providing exceptional postal and financial services to residents and businesses alike. Our team is dedicated to ensuring that your mailing, shipping, and financial needs are met with efficiency and professionalism. Whether you're sending a package, purchasing stamps, or managing your postal finances, our friendly staff is here to assist you. Visit us for a convenient and reliable experience that connects you to the world. We look forward to serving you at our DeRuyter location.

Welcome to Cortland Family Practice Health Center, part of the Family Health Network of Central New York, Inc. Located at 4038 West Road, Cortland, New York 13045, our center is dedicated to providing exceptional healthcare services to Cortland and its surrounding counties. As a Federally Qualified Health Center (FQHC), we are committed to serving as a vital healthcare resource, especially in communities where we are the sole provider of care and offer sliding fee adjustments for low-income individuals and families. Since our establishment in 1972, Family Health Network (FHN) has been at the forefront of delivering comprehensive medical services, adapting to the evolving needs of our community. We are proud to be a FTCA Deemed Facility, receiving support from the Health and Human Services (HHS) and maintaining Federal Public Health Service (PHS) deemed status, which includes coverage for medical malpractice claims.

SUNY Cortland, located at 21 Water Street, Cortland, New York, is a distinguished university dedicated to fostering academic excellence and personal growth. As a vibrant educational community, SUNY Cortland offers a diverse array of undergraduate and graduate programs designed to equip students with the knowledge and skills necessary for success in a rapidly evolving world. Our commitment to innovation in teaching and research is matched by our dedication to providing a supportive and inclusive environment where students can thrive. Whether you're pursuing studies in education, health, arts, sciences, or business, SUNY Cortland provides the resources and opportunities to help you achieve your academic and career goals. Join us and become part of a dynamic community that values learning, leadership, and lifelong achievement.

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 Edward Jones - Financial Advisor: Adam Bruculere, CFP®, your trusted partner in Cortland, New York, for all your financial planning needs. Conveniently located at 3658 The Park, we specialize in providing personalized financial advice and strategies to help you achieve your financial goals. At Edward Jones, we are committed to safeguarding your personal information. To learn more about how we collect, use, and protect your data, please visit our Privacy and Security page. Our comprehensive approach ensures that the information we gather is utilized to deliver tailored services, relevant content, and exclusive offers, enhancing your digital experience with us.

Welcome to CFCU Community Credit Union - SUNY Cortland Branch, your trusted financial partner in Cortland, New York. Conveniently located in the heart of the SUNY Cortland campus, our branch is dedicated to serving the financial needs of students, faculty, staff, and the wider Cortland community. At CFCU, we pride ourselves on offering a comprehensive range of financial services tailored to meet your unique needs. Whether you're looking to open a checking or savings account, apply for a loan, or seek financial advice, our friendly and knowledgeable staff are here to assist you every step of the way.

Welcome to Larose & Palumbo Claim Services Inc, your trusted insurance agency located in the heart of Cortland, New York. Situated at 132 Groton Avenue, we are committed to providing our clients with comprehensive insurance solutions tailored to meet their unique needs. Our experienced team of professionals is dedicated to delivering exceptional customer service, ensuring that you receive the personalized attention and expert guidance you deserve. At Larose & Palumbo Claim Services Inc, we understand the complexities of the insurance world and strive to simplify the process for our clients. Whether you're seeking coverage for your home, vehicle, or business, or need assistance navigating the claims process, we are here to help. Our goal is to offer peace of mind by protecting what matters most to you.

Welcome to the Cortland City Finance Office, your trusted partner in managing the financial affairs of our vibrant community. Conveniently located at 25 Court Street, Cortland, New York 13045, our office is dedicated to ensuring transparency, efficiency, and accountability in all financial operations for the city of Cortland. As a local government office, we are committed to providing exceptional service to residents, businesses, and visitors alike. Our experienced team oversees budgeting, accounting, and financial reporting, ensuring that public funds are managed responsibly to support community growth and development. Whether you need assistance with tax payments, financial records, or any other municipal financial services, the Cortland City Finance Office is here to help. Visit us today and experience our commitment to serving you with integrity and professionalism.

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 Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. Our mission is to help you achieve your financial goals, whether they involve retirement planning, education funding, or purchasing a second home. At Ameriprise, we start by focusing on what matters most to you. Our personalized approach includes investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. We’ll work together to document your objectives, regularly review your progress, and adjust your strategy as life evolves. With secure access from any device, you can track your investments and progress at any time.

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 Finger Lakes Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to serving the financial needs of our community with expertise and integrity. At Finger Lakes Financial Group, we offer a comprehensive range of financial services tailored to meet the unique needs of individuals, families, and businesses. Our team of experienced professionals is committed to providing personalized financial strategies, whether you're planning for retirement, managing investments, or seeking advice on insurance and tax planning. We pride ourselves on our client-focused approach, ensuring that each client receives the attention and customized solutions they deserve. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind. Finger Lakes Financial Group – where your financial success is our priority.

Welcome to Edward Jones - Financial Advisor: Jason D Cicioni, CFP®, your trusted partner in planning and securing your financial future. Conveniently located at 21 Main Street, Cortland, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs and goals. At Edward Jones, we prioritize your financial well-being and are committed to helping you make informed decisions. Our Starting Point tool is designed to guide you through the initial steps of financial planning, while our "My Priorities" quiz assists in identifying your financial objectives, a critical component in developing a comprehensive financial strategy.

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 Financial Friends, your trusted partner in health and wellness, conveniently located at 80 Clinton Avenue, Cortland, New York. At Financial Friends, we believe that true well-being encompasses both physical health and financial peace of mind. Our unique approach integrates personalized health services with financial guidance, empowering you to achieve a balanced and fulfilling life. Our dedicated team of health professionals and financial consultants work collaboratively to provide customized solutions tailored to your individual needs. Whether you're seeking nutritional advice, stress management techniques, or financial planning assistance, we are here to support you every step of the way.

Welcome to Grago Accounting Service, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 2451 East River Road, our firm is dedicated to providing personalized and professional financial solutions to meet the diverse needs of our clients. Whether you're a small business owner, an individual, or a corporation, we offer a comprehensive range of services including bookkeeping, tax preparation, financial planning, and advisory services. At Grago Accounting Service, we pride ourselves on our commitment to excellence and integrity. Our team of experienced and knowledgeable accountants is here to help you navigate the complexities of the financial world, ensuring your financial health and success. We take the time to understand your unique situation and tailor our services to fit your specific needs.

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.

Welcome to Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3504 James Street, Syracuse, New York. Our mission is to help you navigate your financial journey with confidence and clarity. At Tracy Buisch's practice, we understand that every financial situation is unique. That's why we begin with a complimentary initial consultation to discuss what matters most to you. This session provides an overview of essential financial planning concepts, setting a foundation for your financial future. Please note that while this consultation offers valuable insights, it does not include written analysis or specific recommendations.

Welcome to Cortland Bookkeeping & Tax Services, your trusted partner in accounting and finance located at 17-29 Main Street, Cortland, New York. We are dedicated to helping our clients navigate the complexities of financial management, ensuring compliance with reporting responsibilities, and planning for future success. Our services are designed to free you from the intricacies of bookkeeping and payroll, allowing you to focus on what truly matters—running your business and serving your customers. With our expertise, you can avoid payroll filing issues and manage day-to-day processing effortlessly by outsourcing your complex payroll tasks to us. We go beyond the numbers, providing deep analysis and strategic guidance that empowers you to make informed, smart business decisions. Whether you're balancing business success with personal time or planning for future business succession, we offer insights and solutions tailored to your specific needs.

Welcome to the Cortland County Business Development Corporation (CCBDC), your trusted partner in real estate and economic development located at 40 Main Street, Suite A, Cortland, New York. As a premier real estate agency, we are dedicated to fostering growth and development within our vibrant community. Under the leadership of Executive Director Brendan O'Bryan, we leverage extensive experience in community and economic development to drive business success in Cortland County. Brendan's background includes securing significant state and federal grants to support small businesses and facilitating the preparation of development sites. His commitment to community revitalization is evident through his previous work with The Agency in Broome County and his active involvement with the Rural Health Network of South-Central New York.

Stewart Gubenko is a reputable accounting and finance institution located at 380 West Cortland Avenue in Oceanside, New York, United States. With a team of experienced professionals, Stewart Gubenko offers a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, the institution is dedicated to helping clients achieve their financial goals. Trust Stewart Gubenko for all your accounting and finance needs.

Welcome to Price Chopper, your one-stop destination for all your shopping needs in Cortland, New York! Conveniently located at 854 New York 13, our store offers a wide range of services and products to cater to your lifestyle. Whether you're looking to stock up on groceries, indulge in freshly baked goods, or manage your finances, we've got you covered. Our supermarket is stocked with a diverse selection of fresh produce, quality meats, and pantry staples to ensure you find everything on your shopping list. Visit our bakery section for a delightful array of breads, pastries, and cakes, all made with the finest ingredients to satisfy your cravings.

Welcome to Park Center, a vibrant hub of learning and growth located in the heart of Cortland, New York. Situated at 8 Folmer Drive, our university is dedicated to providing a nurturing and stimulating environment for students to excel academically and personally. At Park Center, we offer a diverse range of programs designed to equip students with the skills and knowledge needed to thrive in today’s dynamic world. Our experienced faculty, state-of-the-art facilities, and supportive community create the perfect setting for innovation and discovery. Whether you are a prospective student, a parent, or a member of the local community, we invite you to explore all that Park Center has to offer and become a part of our ever-growing family. Join us in shaping the future, one student at a time.

Welcome to Food Bag Market, your one-stop destination for all your daily needs, conveniently located at 155 Tompkins Street, Cortland, New York 13045. Our diverse range of services and products ensures that you have everything you need right at your fingertips. Whether you're stopping by for a quick snack, refueling your vehicle, or running errands, we’ve got you covered. At Food Bag Market, we pride ourselves on being more than just a convenience store. Our supermarket section is stocked with a wide variety of groceries and fresh produce to help you prepare delicious meals at home. With our easy-to-access ATM and finance services, managing your finances on the go has never been easier.