Financial planning and accounting in Cortland, New York
26 results found
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Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome 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.
127 North Main Street, Cortland, New York 13045, United States -
Robert Buisch - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Robert Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We specialize in providing personalized financial advice to help you achieve your life goals, whether they include retirement planning, education funding, or purchasing a second home. At our practice, we prioritize what's most important to you. We offer tailored investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our approach involves documenting your objectives, regularly reviewing your progress, and adjusting your strategy as life evolves. With secure access to your accounts from any device, you can track your progress and communicate with us easily.
127 North Main Street, Cortland, New York 13045, United States -
Tracy Buisch - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome 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.
127 North Main Street, Cortland, New York 13045, United States -
Robert E Bittner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Robert E Bittner - Financial Advisor, Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York. We specialize in providing personalized financial advice tailored to your unique goals and risk tolerance. Whether you're planning for retirement, saving for education, or considering a major purchase like a second home, we're here to guide you every step of the way. Our approach begins with understanding what's most important to you. We offer investment, asset allocation, and portfolio recommendations designed to align with your objectives. Through regular meetings, we review and analyze your progress, updating your strategy as life evolves to ensure you stay on track.
25 Clinton Avenue, Cortland, New York 13045, United States -
John Baringer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome 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.
25 Clinton Avenue, Cortland, New York 13045, United States -
Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome 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.
8 Kennedy Parkway, Cortland, New York 13045, United States -
Grago Accounting Service
● OpenWelcome 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.
2451 East River Road, Cortland, New York 13045, United States -
Port, Kashdin & McSherry Certified Public Accountants
● ClosedWelcome to Port, Kashdin & McSherry Certified Public Accountants, your trusted partner in accounting and finance located at 3535 West Road, Cortland, New York. With a commitment to excellence and personalized service, we specialize in providing comprehensive financial solutions for individuals, small businesses, and corporations. Our team of experienced CPAs is dedicated to helping you navigate the complexities of tax planning, bookkeeping, auditing, and financial consulting. Whether you're seeking strategic advice for business growth or need assistance with personal financial planning, we tailor our services to meet your unique needs. At Port, Kashdin & McSherry, we prioritize building long-lasting relationships with our clients, ensuring transparency, integrity, and professionalism in every interaction. Contact us today to discover how we can support your financial journey with precision and care.
3535 West Road, Cortland, New York 13045, United States -
Cortland Bookkeeping & Tax Services
● ClosedWelcome 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.
17-29 Main Street, Cortland, New York 13045, United States -
Equus Advisors / Accounting & Tax Professionals
● ClosedWelcome to Equus Advisors / Accounting & Tax Professionals, your trusted partner in accounting and finance, located at 17 Main Street, Cortland, New York. We are committed to helping you understand your business, meet compliance reporting responsibilities, and plan for a prosperous future. Our comprehensive services are designed to streamline your financial tasks, allowing you to focus on what truly matters—running your business. Explore our online apps to seamlessly conduct business with us and watch our short video tutorials to learn how to upload tax documents and access your tax returns via Onvio. Say goodbye to payroll filing issues by entrusting us with complex payroll management, and let us handle your bookkeeping so you can concentrate on delivering quality service to your clients.
17 Main Street, Cortland, New York 13045, United States -
Cortland County Business Development Corporation
● OpenWelcome 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.
40 Main Street, Cortland, New York 13045, United States -
Stewart Gubenko
● ClosedStewart 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.
380 W Cortland Ave, Oceanside, NY 11572, United States -
Amy L Gutchess
● ClosedWelcome to Amy L Gutchess, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 85 Gulf Hill Road, we are dedicated to providing personalized and comprehensive financial services tailored to meet the unique needs of each client. With a commitment to excellence, we offer a range of services including bookkeeping, tax preparation, financial planning, and consulting. Our experienced team is here to guide you through the complexities of financial management, ensuring your peace of mind and financial success. Whether you're an individual, a small business, or a larger corporation, Amy L Gutchess is here to support your financial journey with professionalism and integrity. Visit us today to discover how we can help you achieve your financial goals.
85 Gulf Hill Road, Cortland, New York 13045, United States -
CDReload at Rite Aid
● OpenCDReload at Rite Aid - Your Convenient Bitcoin Solution Welcome to CDReload at Rite Aid, located at 1067 New York 222, Cortland, NY 13045. As a pioneering service in the finance sector, CDReload offers a seamless way to purchase Bitcoin using cash, without the complexities of traditional exchanges. Our service is designed for simplicity, security, and convenience, making cryptocurrency more accessible than ever.
1067 New York 222, Cortland, New York 13045, United States -
Alliance Bank
● OpenWelcome to Alliance Bank, your trusted financial partner located at 1125 New York 222 in the heart of Cortland, New York. As a leading provider of comprehensive banking and financial services, we are committed to helping our community thrive by offering personalized solutions tailored to meet your unique needs. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our experienced team is here to guide you every step of the way. At Alliance Bank, we prioritize building strong relationships with our clients, ensuring that you receive the attention and support you deserve. Visit us today and discover the difference of banking with a local institution that truly cares about your success.
1125 New York 222, Cortland, New York 13045, United States -
Tompkins Community Bank
● ClosedWelcome to Tompkins Community Bank, your trusted financial partner located at 36 Main Street, Cortland, New York. As a cornerstone of the community, we are dedicated to providing exceptional banking and financial services tailored to meet the unique needs of individuals, families, and businesses in Cortland and the surrounding areas. Our team of experienced professionals is committed to delivering personalized solutions, whether you are looking to open a new account, secure a loan, or plan for your financial future. At Tompkins Community Bank, we pride ourselves on fostering strong relationships with our clients, built on trust, integrity, and a deep understanding of your financial goals. Visit us today and experience the difference of community-focused banking.
36 Main Street, Cortland, New York 13045, United States -
Alliance Bank
● OpenWelcome to Alliance Bank, your trusted financial partner in Cortland, New York. Conveniently located in the heart of Cortland at 13045, our bank is dedicated to providing exceptional banking services to meet the needs of our community. At Alliance Bank, we pride ourselves on offering a comprehensive range of financial solutions, including personal and business banking, loans, mortgages, and investment services. Our team of experienced professionals is committed to delivering personalized service and expert financial advice to help you achieve your financial goals. Whether you're opening your first savings account, planning for retirement, or managing your business finances, Alliance Bank is here to support you every step of the way. Visit us today and experience the difference of a local bank that truly cares about your financial well-being.
Cortland, New York 13045, United States -
Visions Federal Credit Union
● ClosedWelcome to Visions Federal Credit Union, your trusted partner in financial services located at 141 Clinton Avenue, Cortland, New York. As a member-focused credit union, we are dedicated to providing personalized banking solutions tailored to meet the diverse needs of our community. Our comprehensive range of services includes savings and checking accounts, loans, mortgages, credit cards, and investment options, all designed to help you achieve your financial goals. At Visions Federal Credit Union, we pride ourselves on our commitment to exceptional customer service and financial education. Our knowledgeable and friendly staff are here to guide you through every step of your financial journey, ensuring you have the tools and support necessary for success. Whether you're opening your first account, planning for retirement, or seeking a loan for your dream home, we are here to help.
141 Clinton Avenue, Cortland, New York 13045, United States -
Mc Sherry Matthew CPA
● OpenWelcome 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.
111 West Road, Cortland, New York 13045, United States -
Rathbun Lou a CPA
● ClosedWelcome to Rathbun Lou, a trusted CPA firm located on West Road in Cortland, New York. Specializing in accounting and finance, we are committed to providing personalized and comprehensive financial services to individuals and businesses in our community. With a focus on accuracy and integrity, our experienced team offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you need assistance with personal finances or managing the financial health of your business, Rathbun Lou is here to guide you every step of the way. Visit us to experience our dedication to excellence and see how we can help you achieve your financial goals.
West Road, Cortland, New York 13045, United States -
H&R Block
● OpenWelcome 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.
1114 New York 222, Cortland, New York 13045, United States -
Peter Vanderwoude CPA
● OpenWelcome 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.
17-29 Main Street, Cortland, New York 13045, United States -
Winters Amy a CPA
● ClosedWelcome 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.
19 Church Street, Cortland, New York 13045, United States -
John O. Reagan CPA, PC
● ClosedWelcome 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.
16 Church Street, Cortland, New York 13045, United States -
Wendcentral Partners
● OpenWelcome to Wendcentral Partners, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 27 Central Avenue, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of accounting, tax preparation, financial planning, and more. At Wendcentral Partners, we pride ourselves on delivering personalized solutions with the highest standards of integrity and accuracy. Whether you are looking to manage personal finances or optimize your business operations, our expertise and attention to detail ensure that you are in capable hands. Visit us today and discover how Wendcentral Partners can help you achieve your financial goals.
27 Central Avenue, Cortland, New York 13045, United States -
H&R Block
● OpenWelcome to H&R Block, your trusted partner in accounting and finance solutions located at 160 Clinton Avenue, Cortland, New York. With a commitment to providing exceptional service, we specialize in a wide range of financial services tailored to meet the needs of individuals and businesses in the Cortland area. At H&R Block, our team of experienced professionals is dedicated to helping you navigate the complexities of tax preparation, bookkeeping, payroll, and financial planning. We pride ourselves on delivering personalized solutions that ensure accuracy, compliance, and peace of mind. Whether you're seeking assistance with personal tax returns or require comprehensive financial strategies for your business, we are here to support you every step of the way.
160 Clinton Avenue, Cortland, New York 13045, United States
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