Financial plan development in Fulton, New York

Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.

Welcome to Candis Best, Financial Professional - New York Life Located at the iconic One World Trade Center, 285 Fulton Street, 39th Floor, Manhattan, New York, Candis Best offers tailored financial and insurance solutions to help you secure your future. As a trusted financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, Candis specializes in crafting personalized advisory services that cater to your unique needs and aspirations.

Attina Services Corp is a reputable accounting and finance institution located at 3229 Fulton Street in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our dedication to accuracy, integrity, and client satisfaction sets us apart in the industry. Whether you need help with tax preparation, bookkeeping, or financial planning, Attina Services Corp is here to help you achieve your financial goals. Visit us today to see how we can assist you with your financial needs.

Welcome to The Golan Team at Compass, your premier real estate agency located at 1320 Fulton Street, Brooklyn, New York. As the #1 Brooklyn Large Team for 2023 and 2024 according to RealTrends America's Best, and ranked #1 by WSJ in 2021, The Golan Team is your trusted partner in navigating the dynamic New York real estate market. Founded by Joshua Golan, our team comprises highly-motivated and experienced real estate agents, marketing professionals, and support staff, all dedicated to delivering exceptional service to homeowners, investors, and developers. With over 30 years of combined experience and more than $1 billion in closed sales, The Golan Team specializes in residential and investment properties across New York City and Long Island. Our client-focused, results-driven approach has earned us the trust and accolades of thousands of buyers, sellers, and developers. We pride ourselves on having a finger on the pulse of the New York real estate market, guiding our clients through its highs and lows with expertise and dedication.

Welcome to Oswego County Federal Credit Union, your trusted financial partner located at 707 South 4th Street, Fulton, New York. As a member-focused financial institution, we are dedicated to providing exceptional financial services to our community. Our convenient ATM services ensure you have easy access to your funds whenever you need them. Whether you are looking to manage your personal finances, explore loan options, or save for the future, our team is here to support your financial journey with personalized solutions. Visit us today and experience the difference of banking with a local credit union that puts your needs first. Join the Oswego County Federal Credit Union family and let us help you achieve your financial goals.

WITH - KEHN, LLC is a reputable accounting and finance institution located at 406 Fulton Street in Troy, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, WITH - KEHN, LLC is dedicated to helping you achieve your financial goals.

NBT Bank is a trusted financial institution located at 1930 State Route 3 in Fulton, New York, United States. As a full-service bank, NBT Bank offers a range of financial services including personal and business banking, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their accounts and manage their finances. NBT Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.

Frederick J. Kramer is a reputable lawyer located at 640 Fulton Street in Farmingdale, New York. With years of experience and a dedication to serving clients with integrity and professionalism, Frederick J. Kramer provides expert legal services in various areas of law. Whether you are in need of representation for a personal injury case, real estate transaction, or estate planning, Frederick J. Kramer is committed to providing top-notch legal assistance to meet your needs. Contact Frederick J. Kramer today for reliable and effective legal counsel.

Alternatives Federal Credit Union is a financial institution located at 125 North Fulton Street in Ithaca, New York, United States. As a credit union, Alternatives offers a range of banking services including savings accounts, loans, and ATM access. With a focus on community development and social responsibility, Alternatives is committed to providing affordable and accessible financial services to its members. Visit their branch in Ithaca to learn more about how they can help you achieve your financial goals.

Welcome to Capital One Bank, conveniently located at 3345 Fulton Street in the vibrant neighborhood of Brooklyn, New York. We are dedicated to providing exceptional banking and financial services to meet the diverse needs of our community. Whether you're looking to manage your personal finances, open a new account, or simply withdraw cash from our ATM, our friendly and knowledgeable staff is here to assist you every step of the way. At Capital One, we prioritize your financial well-being and strive to offer innovative solutions tailored to your unique goals. Visit us today and experience a seamless banking experience in a welcoming environment. Your journey to financial empowerment begins here.

Wabelt Associates Income Tax is a reputable accounting and finance institution located at 1465 Fulton Street in New York, United States. We specialize in providing expert income tax services to individuals and businesses, ensuring accurate and timely tax preparation and filing. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Trust Wabelt Associates Income Tax for all your income tax needs.

Oco is a renowned institution located at 8 South 3rd Street, Fulton, New York, United States. Known for its commitment to excellence in education and innovation, Oco offers a wide range of programs and services to help students reach their full potential. With a dedicated faculty and state-of-the-art facilities, Oco provides a supportive and enriching environment for students to learn and grow. Whether you are looking to further your education or enhance your skills, Oco is the perfect place to start your journey towards success.

Kings Regional Corp is a leading institution located at 7-9 Silk Road in Fulton, New York, United States. With a strong reputation for excellence in the region, Kings Regional Corp offers a wide range of services and programs to support the community. From business development and financial services to education and healthcare initiatives, Kings Regional Corp is committed to empowering individuals and businesses to thrive. Visit us today to learn more about how we can help you achieve your goals and make a positive impact in the community.