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TOP 30 Financial planning and investment in Baldwin, NY
6 results found
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Leigh Baldwin & Co., Advisory Services
Leigh Baldwin & Co., Advisory Services is a finance institution located at 100 East Seneca Street in Manlius, New York, United States. Our team specializes in helping clients determine their financial goals and develop strategies to achieve them, whether for the short or long term. We assist with retirement planning, ensuring our clients have enough saved to live comfortably in retirement. Our comprehensive financial planning services also include investment management and insurance products to protect against unexpected life events. As an SEC registered RIA since 2008, Leigh Baldwin & Co. manages over $179 million in discretionary assets as of 1/17/23. Our motto is "You do the dreaming, we'll do the math." Please note that all investments carry risks and are not guaranteed by Leigh Baldwin & Co. We provide stock quotes, commentary, and opinions for informational purposes only. Contact us today for personalized financial advice tailored to your needs and risk tolerance.
Baldwin Financial Services Inc
Baldwin Financial Services Inc is a reputable finance institution located at 1286 Grand Avenue in Baldwin, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
KeyBank
KeyBank is a well-established financial institution located at 12 Tomahawk Street in Baldwin Place, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Customers can also access their accounts and conduct transactions conveniently at the on-site ATM. With a reputation for excellent customer service and a commitment to helping individuals and businesses achieve their financial goals, KeyBank is a trusted institution in the community.
Farmers Insurance - Jason Bolognini
Farmers Insurance - Jason Bolognini is your local insurance agency located at 789 Foxhurst Road in Baldwin, New York. As a Farmers® agent, Jason Bolognini helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jason is there to provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance has been a trusted provider of insurance products. Get a quote for comprehensive coverage, collision coverage, deductibles, medical payments, and more. Protect your most valuable possessions with home insurance, renters insurance, life insurance, or condo insurance. For small businesses, Farmers Insurance offers customizable insurance packages to reduce risk and protect investments. Outdoor enthusiasts can also find flexible coverage options for motorcycles, boats, ATVs, and more. With Farmers Insurance and Financial Services, you can build a solid financial plan for a secure future. Contact Jason Bolognini at Farmers Insurance to discuss your insurance needs and reach your goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 670 Sunrise Highway in Baldwin, New York, United States. With a team of expert professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. 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 top-notch assistance to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs.
JFD ltd
JFD Ltd is a leading financial services institution located at 16 Baldwin Boulevard in Bayville, New York, United States. With a focus on providing expert investment advice and personalized financial solutions, JFD Ltd caters to a diverse clientele seeking to grow and protect their wealth. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound investment strategies. Whether you are a seasoned investor or just starting out, JFD Ltd is committed to guiding you towards a secure financial future.
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